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What’s now possible for wealth firms when AI meets Consumer Duty? …
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Free
Date & Time: 22nd Jun 2026 (8:45 - 13:30)
Location: Marloo UK Ltd
The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual Dinner 2026. …
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£450.00 – £550.00
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane
This session will explore how firms can prevent complacency, foster a culture of accountability, and ensure robust governance practices that protect both clients and businesses. …
Free
Date & Time: 12th Mar 2025 (9:30 - 12:30)
CPD: 3
Location: In Person
Research shows that firms continue to fall foul of time-consuming and expensive CASS audits, and even those firms with a mature understanding of the CASS rules aren't immune to escalating CASS audit fees. …
£1,250.00 – £1,500.00
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15
Location: In Person
The PIMFA CASS Clients Academy is a unique learning experience for member firms who, not content to keep up with CASS requirements, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. …
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15
Location: cbre
PIMFA's HR Briefing, delivered by the employment team at Clyde & Co. …
Free
Date & Time: 05th Jun 2025 (14:00 - 15:00)
Location: Virtual
In this FREE 60-minute webinar, our panel remove the veil and offers a deep dive look into the regulatory hurdles, post-merger complexities and common due diligence failings that threaten to scupper mergers and acquisitions in the UK's wealth management sector. …
Free
Date & Time: 03rd Jul 2025 (11:00 - 12:00)
CPD: 1
Location: Virtual
One year after the FCA's anti-greenwashing rule came into effect on May 31st 2024, the FCA announced on April 30th 2025, that it was dropping SDR plans for portfolio managers. How should PIMFA member firms make sense of what has happened? …
Free
Date & Time: 10th Jul 2025 (12:00 - 13:00)
Location: Virtual