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X-WR-CALNAME:PIMFA - Building Personal Financial Futures
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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250312T083000
DTEND;TZID=Europe/London:20250312T113000
DTSTAMP:20241120T164922Z
CREATED:20241120T164922Z
LAST-MODIFIED:20241120T164922Z
UID:318518-1741768200-1741779000@www.pimfa.co.uk
SUMMARY:Unlocking the Potential of Private Markets in Wealth Management
DESCRIPTION:Join Mercer for an insightful event designed specifically for wealth managers looking to enhance their understanding and implementation of private market investments. This gathering will provide a unique opportunity to explore the evolving landscape of private markets and their integration into wealth management strategies. \nJoined by guest speakers\, Mercer will explore: \n• Insights from a real-world example of how to implement private market solutions for clients\n• CIO perspectives on private markets and challenges of portfolio integration\n• How to incorporate both illiquid and liquid asset classes into a Strategic Asset Allocation framework\n• Key considerations and due diligence practices when allocating to General Partners in private markets \nThis event is tailored for select wealth managers who are eager to unlock the potential of private markets and enhance their investment strategies. Whether you are looking to deepen your knowledge\, network with peers\, or gain practical insights\, this event promises to deliver valuable content and connections. \nTo book and for more information click here
URL:https://www.pimfa.co.uk/event/unlocking-the-potential-of-private-markets-in-wealth-management/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250319T083000
DTEND;TZID=Europe/London:20250319T130000
DTSTAMP:20250120T111920Z
CREATED:20250120T111822Z
LAST-MODIFIED:20250120T111920Z
UID:320838-1742373000-1742389200@www.pimfa.co.uk
SUMMARY:Scotsman Investment Business Breakfast
DESCRIPTION:  \nThe Scotsman Investment Business Breakfast will show investors how to best position themselves in the financial year to come. This year’s conference will cover a wide range of themes\, such as impacts of global shifts on investment\, trends for 2025\, the importance of sustainability and alternative investments. \nThe 2025 event will be a breakfast event providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nFor more details\, please get in touch with the event manager\, Cameron Henderson- cameron.henderson@nationalworld.com
URL:https://www.pimfa.co.uk/event/scotsman-investment-business-breakfast/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250507T080000
DTEND;TZID=Europe/London:20250507T173000
DTSTAMP:20260309T135523Z
CREATED:20250120T111453Z
LAST-MODIFIED:20260309T135523Z
UID:319760-1746604800-1746639000@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Don’t miss the 19th edition of the Morningstar Investment Conference UK on May 7\, 2025\, at Sancroft\, St. Paul’s\, London! \nThis engaging one-day event offers valuable insights into market trends\, strategies\, and research tailored for financial advisers and fund selectors. With customised content tracks\, attendees can choose the topics that matter most to them. Leading experts and influential speakers will address the key issues shaping the investment landscape. \nExpect dynamic presentations\, interactive panel discussions\, and excellent networking opportunities covering market outlooks\, portfolio management\, investment strategies\, and regulatory updates. Stay ahead in today’s fast-paced market—register now. \nAny question please contact: Sarah Rouse or email: investment.conferenceuk@morningstar.com
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250929T100000
DTEND;TZID=Europe/London:20250929T153000
DTSTAMP:20250815T114204Z
CREATED:20250815T094716Z
LAST-MODIFIED:20250815T114204Z
UID:333386-1759140000-1759159800@www.pimfa.co.uk
SUMMARY:Cyber Security: Capture The Flag
DESCRIPTION:Capture the Flag immerses you in a sensory-rich and hands-on learning environment. Guided by our security trainers and penetration testers\, you will learn how to attack software applications and networks using the tools and techniques employed by real-life threat actors. \nWhy Capture the Flag? \nSecurity isn’t always front and centre for engineering teams. Formal training in this space is still the exception\, not the rule. But with threats on the rise\, that gap can leave your software exposed. \nOur hands-on events are built to change that. Tailored for developers\, infrastructure engineers\, and security professionals alike\, these sessions are designed to embed security thinking into everyday engineering practice. You’ll learn how to spot\, understand and mitigate vulnerabilities early – long before they make it to production. \nThis capture the flag event will help you to: \nGlimpse into a hacker’s mindset and motivations\nUnderstand common attack vectors and how to mitigate them\nEmbrace shift-left and secure-by-design principles\nDevelop confidence in your ability to write\, test and ship secure code\nAvoid the common security flaws introduced during development cycles \nFor more information please email MariaF@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/cyber-security-capture-the-flag/
LOCATION:Evelyn Partners\, 45 Gresham Street\, London\, EC2V 7BG\, United Kingdom
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251009T093000
DTEND;TZID=Europe/London:20251009T173000
DTSTAMP:20251208T144853Z
CREATED:20250813T090926Z
LAST-MODIFIED:20251208T144853Z
UID:334800-1760002200-1760031000@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Join us for a full day’s deep dive into sustainable and responsible investment for financial advisers\, planners\, wealth managers and fund selectors. \n  \nFor further information on the agenda and how to book please click here
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251204T180000
DTEND;TZID=Europe/London:20251204T200000
DTSTAMP:20251125T150859Z
CREATED:20251125T135001Z
LAST-MODIFIED:20251125T150859Z
UID:344855-1764871200-1764878400@www.pimfa.co.uk
SUMMARY:The Future of Wealth and Asset Management
DESCRIPTION:Reflect on 2025—a year of experimentation\, acceleration\, and hard-earned lessons in AI-driven transformation across wealth and asset management. \nTogether\, we’ll unpack what truly moved the needle\, where progress stalled\, and how firms are evolving toward agent-based decision-making. \nYou’ll leave with clear\, actionable strategies to close the year strong and lead with confidence into 2026. \nClick here to register.
URL:https://www.pimfa.co.uk/event/the-future-of-wealth-asset-management-think-tank-series-networking/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260129T180000
DTEND;TZID=Europe/London:20260129T193000
DTSTAMP:20251208T144216Z
CREATED:20251208T100604Z
LAST-MODIFIED:20251208T144216Z
UID:344815-1769709600-1769715000@www.pimfa.co.uk
SUMMARY:Think Tank Series: Modernize Data Foundations
DESCRIPTION:  \nAbout the series \nLooking for a space to challenge the status quo of wealth and asset management? \nWelcome to the Think Tank series—a bold forum for tackling the real pressures facing WAM today. From shrinking margins to clunky legacy tech and complex regulations\, we know leaders are navigating big obstacles with limited room to move. This isn’t about showcasing solutions—it’s about sparking smarter\, faster change. \nLed by industry voices and powered by Publicis Sapient’s deep expertise\, each session digs into how tools like Agentic AI can unlock speed\, reduce risk and create real value. With practical use cases\, fresh insight and unfiltered dialogue\, this is where transformation gets real. \nDrop in for one session or join us for the full series—this is where real change begins. \nThis session: Modernize Data Foundations \nEveryone talks about “data as an asset\,” but when you’re dealing with fragmented systems\, slow reporting and manual workarounds—it becomes a liability fast.\nThis conversation is about how firms are finally getting their data foundations in shape so they can move faster\, stay compliant and actually trust the numbers they’re making decisions on. \nWe’ll dig into: \n\nWhat it takes to harmonize systems without a massive overhaul\nHow others have improved speed and security at the same time\nSimple steps to make audit-readiness a given—not a fire drill\n\nThis one’s focused squarely on the messy\, practical reality of getting data right. \nEvent Details\nJanuary 29\, 2026\n6:00–7:30pm\nPublicis Sapient office: 63 Turnmill St\, London\, EC1M 5NP \nFind out more about Publicis Sapient at publicissapient.com. \n  \nPlease click on the  VIST SITE  button above to book
URL:https://www.pimfa.co.uk/event/think-tank-series-modernize-data-foundations/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260317
DTEND;VALUE=DATE:20260319
DTSTAMP:20260310T122920Z
CREATED:20260309T132733Z
LAST-MODIFIED:20260310T122920Z
UID:351953-1773705600-1773878399@www.pimfa.co.uk
SUMMARY:Digital Integration in Wealth Management Conference
DESCRIPTION:the 10th Annual Digital Integration in Wealth Management Conference\, bringing together senior leaders from across wealth management\, private banking and fintech to explore the future of AI\, digital transformation\, client experience\, regulation and cybersecurity. \nThis two-day conference will feature practical case studies\, expert panels and peer-to-peer discussions focused on helping firms navigate evolving client expectations\, regulatory demands and next-generation wealth transfer.
URL:https://www.pimfa.co.uk/event/digital-integration-in-wealth-management-conference/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260325T110000
DTEND;TZID=Europe/London:20260325T113000
DTSTAMP:20260309T135643Z
CREATED:20260309T132230Z
LAST-MODIFIED:20260309T135643Z
UID:353348-1774436400-1774438200@www.pimfa.co.uk
SUMMARY:Cyber Uncovered – Cyber Risk Management Vs IT: What’s the Difference?
DESCRIPTION:Your IT provider keeps your systems running. But who is responsible for understanding\, measuring and reducing cyber risk? \nMany organisations assume cyber security is already covered\, yet attacks continue to cause disruption\, financial loss and reputational damage. IT services and cyber risk management serve different purposes\, and confusing the two can leave significant gaps. \nIn this session\, Kerrie Machin from Mitigo is joined by Alastair Huntingford\, Director at Managed Service Provider (MSP)\, NDaxi\, to discuss the practical differences between IT services and cyber risk management and why businesses need independent oversight\, alongside their internal and external IT support. \nKey Takeaways:\nThe differences between IT services\, MSP support and cyber risk management.\nWhy cyber risk cannot be fully addressed through IT alone.\nAn MSP perspective on where responsibilities realistically begin and end.\nWhy independent oversight is necessary to gain a clear view of cyber risk.\nThe questions leadership teams should be asking to understand whether they are truly protected. \nRegister today to gain a clear understanding of how IT services and cyber risk management differ – and why both are essential.
URL:https://www.pimfa.co.uk/event/cyber-uncovered-cyber-risk-management-vs-it-whats-the-difference/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260507
DTEND;VALUE=DATE:20260508
DTSTAMP:20260327T080148Z
CREATED:20260309T125702Z
LAST-MODIFIED:20260327T080148Z
UID:352884-1778112000-1778198399@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Morningstar Investment Conference UK – 7 May 2026\, London\nDon’t miss this must-attend event for UK financial advisers\, wealth managers\, and fund selectors! Join us for a full day of curated content\, expert insights\, and practical strategies from industry leaders to help future-proof your firm. Celebrate our 20th edition with us. \n🎟️ Early Bird tickets £19 until 7 April\, then £99. Secure your place today!
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-3/
CATEGORIES:Industry Events,Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260723T103000
DTEND;TZID=Europe/London:20260723T113000
DTSTAMP:20260826T160201Z
CREATED:20260826T154912Z
LAST-MODIFIED:20260826T160201Z
UID:363528-1784802600-1784806200@www.pimfa.co.uk
SUMMARY:Protecting Market Integrity: Leadership Perspectives on Market Abuse
DESCRIPTION:Staying ahead isn’t optional; it’s essential. Join us for a timely\, high-level briefing that cuts through the noise and delivers the insights that matter. \nWhat you’ll gain the following insights: \n\nThe “why now”: the key factors driving heightened regulatory attention across the industry.\nA global lens: where markets are converging\, and where they’re diverging\, on conduct expectations.\nEnforcement in focus: current priorities and the lessons other firms have already learned the hard way.\nThe road ahead: how AI and emerging technologies are reshaping both risks and opportunities.\n\nHear directly from Ruleguard’s Head of Risk and Compliance\, Priscilla Gaudoin\, as she uncovers what’s changing\, why it matters\, and\, most importantly\, what your firm can do today to prepare for tomorrow’s challenges. \nDon’t wait for the next enforcement action to make headlines. Get ahead of it. \n  \nPlease click ”visit site” button above to for more information and to book.
URL:https://www.pimfa.co.uk/event/protecting-market-integrity-leadership-perspectives-on-market-abuse/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260727T100000
DTEND;TZID=Europe/London:20260727T113000
DTSTAMP:20260717T080759Z
CREATED:20260716T130250Z
LAST-MODIFIED:20260717T080759Z
UID:363947-1785146400-1785151800@www.pimfa.co.uk
SUMMARY:The Impact of Tech Transformation Webinar
DESCRIPTION:The £2.9m valuation gap between two advisory firms that look identical. \nPlease consider two firms with the same AUM. Same fee. Same headcount. Five years apart\, one of those firms is worth £1.28m and the other £4.17m. \nThe only difference is what they did with the operational drag that’s sitting in almost every advice firm\, the drag we quantified in last month’s Advisory Growth Blueprint: 78% of advisers telling us growth is capped by operations\, not market opportunity\, and up to 60% of adviser time lost to admin a qualified professional shouldn’t be doing. \nThe paper set out the scale of the problem. On 27 July\, Gordon Flower (The Flower Group) will join David Ferguson (Seccl)\, Chris Baigent-Reed (Jigsaw Tree) and Nick Harper (Plannr) for the follow-up webinar\, where we get into what actually closes that gap in practice with live Q&A included. \n📅 27 July\, 10am\, free\n🔗 Register here: The Impact of Tech Transformation Webinar Registration
URL:https://www.pimfa.co.uk/event/the-impact-of-tech-transformation-webinar/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260924T103000
DTEND;TZID=Europe/London:20260924T111500
DTSTAMP:20260901T091428Z
CREATED:20260901T090901Z
LAST-MODIFIED:20260901T091428Z
UID:368426-1790245800-1790248500@www.pimfa.co.uk
SUMMARY:Supplier Oversight 2.0: From DORA to AI\, Managing the New Critical Third Parties
DESCRIPTION:Tune into our live webinar with Ruleguard\, as we explore the current supplier oversight landscape\,examine emerging regulatory priorities\, and discuss how firms can strengthen their approach to managing critical third parties in an increasingly complex ecosystem. \nThis webinar will provide practical insights into the challenges firms face today\, the gaps supervisors are flagging most often in recent findings\, and the opportunities and risks presented by AI providers\, cloud hyperscalers and other emerging critical third parties. \n  \n  \nhttps://www.ruleguard.com/webinars/supplier-oversight-2.0
URL:https://www.pimfa.co.uk/event/supplier-oversight-2-0-from-dora-to-ai-managing-the-new-critical-third-parties/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261001T091500
DTEND;TZID=Europe/London:20261001T181500
DTSTAMP:20260902T104303Z
CREATED:20260901T145128Z
LAST-MODIFIED:20260902T104303Z
UID:368424-1790846100-1790878500@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event 2026
DESCRIPTION:The morning will focus on fund manager panels and keynote speaker discussing investment issues relating to the climate transition\, geopolitics\, AI and sustainability leadership.\nThe afternoon will focus on the new Adviser Sustainability Group report\, plus the Friends Provident Foundation’s Director discussing intergenerational challenges.\nThe final session will be a showing of the ‘National Emergency Briefing’ film with discussion hosted by The Rt. Hon. The Lord Deben. (Up to 6 hours CPD)
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event-2026/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261005T083000
DTEND;TZID=Europe/London:20261005T170000
DTSTAMP:20260805T100010Z
CREATED:20260805T095414Z
LAST-MODIFIED:20260805T100010Z
UID:366215-1791189000-1791219600@www.pimfa.co.uk
SUMMARY:Reform of the UK Public and Private Capital Markets Summit 2026
DESCRIPTION:Organized by City & Financial Global\, the event gathers policymakers\, regulators\, and industry leaders to tackle structural challenges in UK capital markets. Key topics include unlocking pension investments\, driving retail and international funding\, and advancing blockchain-driven tokenisation. Keynote speakers include City Minister Lucy Rigby MP and London Stock Exchange CEO Dame Julia Hoggett. \nFurther details can be found  here \nUse code CMR5PMF to get a 20% discount!
URL:https://www.pimfa.co.uk/event/reform-of-the-uk-public-and-private-capital-markets-summit-2026/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261118T080000
DTEND;TZID=Europe/London:20261119T170000
DTSTAMP:20260813T104539Z
CREATED:20260813T104435Z
LAST-MODIFIED:20260813T104539Z
UID:367057-1794988800-1795107600@www.pimfa.co.uk
SUMMARY:Exclusive access to the Festival of Financial Planning!
DESCRIPTION:One of the biggest events in the financial planning community in 2026\, the Festival will feature 3000+ attendees\, 70+ sessions over two days\, four epic arenas\, inspirational content\, top level speakers\, members’ voices stage\, 70+ exhibitors\, 15\,000+ sqm of event space\, outstanding entertainment – altogether a unique immersive experience. \n  \nKeynote speakers include astronaut Tim Peake\, The Efficient Advisor Libby Greiew\, former Dragons’ Den star Sara Davies and four-time Paralympian Stef Reid. \nExplore the full programme and register to attend for one – or both – days for free now using the code PIMFA100 at www.pfsfestival2026.org
URL:https://www.pimfa.co.uk/event/exclusive-access-to-the-festival-of-financial-planning/
CATEGORIES:Industry Events
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