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    Event Type: Learning

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    Podcasts

    A podcast is a program made available in digital format for download over the Internet. For example, an episodic series of digital audio files that users can download to a personal device to listen to at a time of their choosing.
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    Webinars On Demand

    View previously-recorded PIMFA Webinars.
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    The PIMFA Customer Vulnerability Learning Programme 2026

    Cohort Two Returns: Build Vulnerability Capability That Stands Up to FCA Scrutiny …
    £2,000.00 – £2,500.00
    Date & Time: 23rd Sep 2026 (9:30) - 02nd Dec 2026 (12:30)
    CPD: 18 Location: Virtual
    Learning
    Programmes
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    Pensions and Retirement Planning Conference 2026

    Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
    Get Tickets £295.00 – £630.00
    Date & Time: 11th Nov 2026 (8:15 - 18:30)
    CPD: TBC Location: Eversheds Sutherland
    Conference
    PIMFA Events
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    PIMFA AI Summit 2026: Proving, Scaling and Governing AI in Wealth Management

    Where human expertise and AI work together to drive better decisions, speed and control. …
    Free
    Date & Time: 08th Oct 2026 (8:30 - 13:30)
    Location: Publicis Sapient
    Learning
    Summit
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    The AI Leaders Incubator Programme Oct 2026

    Turning Your AI Ambition Into Execution. …
    Get Tickets Free
    Date & Time: 22nd Oct 2026 (9:00 - 18:00)
    Location: Publicis Sapient
    Incubator
    Learning
    Programmes
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    PIMFA Webinar: What Senior Managers Need To Know in 2027

    This 60-minute briefing, led by Peter Haines and Nigel Sydenham of CCL Academy, cuts through the noise to show senior leaders where to focus in 2026, how to stay off the FCA’s radar, and what “reasonable steps” now really look like in practice. …
    Get Tickets Free
    Date & Time: 17th Nov 2026 (11:00 - 12:00)
    Location: Virtual
    Learning
    Webinars
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    UK Wealth Management M&A Networking Event: Insights, Connections & Conversations Nov 2026

    An exclusive networking evening for buyers, sellers, investors, advisers and senior leaders across UK wealth management M&A. …
    Get Tickets Free
    Date & Time: 18th Nov 2026 (18:00 - 20:00)
    Location: Grant Thornton UK LLP
    Learning
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    The SMF Regulatory Briefing Programme 2027 – All You Need to Know About Everything That Matters Most

    PIMFA’s SMF (Senior Management Function) Regulatory Briefing Programme is a 12-month online leadership programme for time-strapped senior managers who need to cut through the regulatory noise and grasp, from a senior leader's perspective, how to better measure, manage, and monitor compliance and regulatory risks within their firm. …
    Get Tickets £950.00 – £1,050.00
    Date & Time: 21st Jan 2027 (10:00) - 09th Dec 2027 (11:00)
    CPD: 12 Location: In Person
    Learning
    Programmes
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    The Annual M&A Breakfast: Looking Back at 2026 — Setting the Pace for 2027

    The UK wealth and advice sector has just completed one of its most active years for consolidation — with valuations recalibrating, integration challenges testing leadership, and private equity continuing to reshape the landscape. …
    Get Tickets Free
    Date & Time: 04th Feb 2027 (8:15 - 10:30)
    Location: Farrer & Co
    Learning
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