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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250703T110000
DTEND;TZID=Europe/London:20250703T120000
DTSTAMP:20260513T164839
CREATED:20250527T091520Z
LAST-MODIFIED:20251119T163000Z
UID:326703-1751540400-1751544000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Why M&A Goes Wrong 2025
DESCRIPTION:What happens when M&A deals in the wealth sector just fall off the rails\, don’t go to plan\, or just never happen? No one talks about it\, but they should. \nKey discussion topics include: \n\nCultural integration failures\nOvervaluation of assets\nInadequate due diligence processes\, which often undermine potential synergies\n\nBy attending this webinar\, you’ll learn: \n\nWhat jeopardises M&A deals in 2025\nHow regulatory change can impact deals\nHow to improve your chance of a successful M&A deal\nThe key M&A deal evaluation metrics that really matter\nHow to develop and execute a robust post-merger integration plan
URL:https://www.pimfa.co.uk/event/pimfa-webinar-why-ma-goes-wrong-2025/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/MA-general-avatar_light.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-why-ma-goes-wrong-2025/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250710T120000
DTEND;TZID=Europe/London:20250710T130000
DTSTAMP:20260513T164839
CREATED:20250612T145350Z
LAST-MODIFIED:20250616T103301Z
UID:327283-1752148800-1752152400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: SDR – One Year On\, What’s Changed and What’s Next?
DESCRIPTION:If a week’s a long time in politics\, how would you describe the last 12 months of Sustainability Disclosure Requirements (SDR)? \nIn this FREE 60-minute webinar\, our expert panel reflects on the challenges faced\, the opportunities seized\, and how firms are now embedding SDR into product design and reporting. We’ll also consider what’s next\, including anticipated FCA supervisory activity\, international alignment with regimes such as the EU SFDR and ISSB standards\, and how firms can futureproof their sustainability strategies. \nSo\, whether you’re in compliance\, investment\, product\, or sustainability roles\, this webinar provides practical insights and peer-led perspectives on how to navigate SDR successfully – now and into the future. \nWho should attend: \nHeads of Compliance\, ESG Leads\, Product Teams\, Investment Professionals\, and anyone responsible for sustainability reporting and governance.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-one-year-on-whats-changed-and-whats-next/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/ESG-favicon-copy_web-dark.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-one-year-on-whats-changed-and-whats-next/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260513T164839
CREATED:20251119T102548Z
LAST-MODIFIED:20251120T130143Z
UID:210804-1763510400-1763510400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Supporting your clients with Year-end tax planning
DESCRIPTION:Wealth Managers don’t have to resort to Black Friday deals to improve their service offering. Year-end tax returns provide the ideal opportunity for Wealth Managers to demonstrate value simplifying the tax return process of high-net-worth clients they serve. \nIn this FREE 60-minute webinar Aiden Corcoran\, Personal Tax Senior at GoSimpleTax\, explains how PIMFA member firms can\, from a tax perspective\, better serve their clients delving into Cryptocurrency whilst providing much-needed support on Inheritance tax and pensions. \nIn this webinar\, we discuss how Wealth Managers can: \n\nOffer tax planning to boost the value of their service.\nUnderstand further serve and understand their clients’ needs regarding Crypto Tax and Pensions.\nWork with their HNW clients on inheritance tax and/or EIS\, SEIS and VCT
URL:https://www.pimfa.co.uk/event/pimfa-webinar-supporting-your-clients-with-year-end-tax-planning/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-01-scaled.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260513T164839
CREATED:20251119T102757Z
LAST-MODIFIED:20251120T130307Z
UID:251075-1763510400-1763510400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Sustainable Finance Policy: Where are We What’s Next?
DESCRIPTION:Fayyaz Muneer leads the team in HM Treasury responsible for green and green and sustainable finance. He will set out the latest on key issues like sustainability disclosures\, ESG ratings\, the green taxonomy\, and transition plans
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sustainable-finance-policy-where-are-we-whats-next/
CATEGORIES:Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-02-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251125T110000
DTEND;TZID=Europe/London:20251125T120000
DTSTAMP:20260513T164839
CREATED:20251028T093450Z
LAST-MODIFIED:20251029T142509Z
UID:342844-1764068400-1764072000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: What Senior Managers Need To Know in 2026
DESCRIPTION:Don’t be fooled. \nThe proposed simplification of the Senior Managers & Certification Regime (SM&CR) should not be interpreted as a dilution of senior management accountability. \nWhile policymakers review “streamlining” the regime\, the FCA’s enforcement against individuals has spiked — with financial penalties against senior managers tripling in the past year and individual prohibitions rising from 19 to 30. \nThe message is clear: the regulator isn’t easing up — it’s closing in. \nThis 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. \nKey Discussion topics: \n\nDon’t be lulled by change – what the latest SM&CR updates really mean for you\, and why the personal risk curve is rising\, not falling.\nSignals from enforcement – what recent FCA fines and prohibitions reveal about where leaders are falling short.\nTop three knowledge gaps that expose firms to regulatory and reputational risk.\nFrom compliance to competence – how effective senior managers build the breadth and depth of regulatory insight to make joined-up\, defensible decisions.\n\nWho should attend \nCEOs\, COOs\, SMFs\, Board & ExCo members\, Heads of Risk/Compliance\, and senior leaders who need a clear 2026 focus without drowning in technical detail. \nYou’ll leave with \n\nA clear shortlist of priorities for Q1–Q2 2026.\nA practical lens for interpreting enforcement trends and management information.\nA sharper steer on how to spot and remediate common blind spots in oversight and culture.\n\n  \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-what-senior-managers-need-to-know-in-2026/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/SMF-logo-avatar_dark_web-1.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-what-senior-managers-need-to-know-in-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251203T110000
DTEND;TZID=Europe/London:20251203T120000
DTSTAMP:20260513T164839
CREATED:20251110T152845Z
LAST-MODIFIED:20251114T104123Z
UID:343872-1764759600-1764763200@www.pimfa.co.uk
SUMMARY:PIMFA Post-Budget Webinar 2025
DESCRIPTION:On Wednesday\, 3 December\, PIMFA will host a 45-minute webinar to unpack the upcoming Budget and what it means in practice for our sector. With so much speculation about the fiscal choices ahead\, and genuine questions about investment\, taxes and long-term savings\, this will be a chance to cut through the noise and understand what matters. \nDavid Ostojitsch\, Director of Government Relations & Policy at PIMFA\, will facilitate a discussion with Simon Harrington\, Head of Public Affairs\, and guest Christopher Dale\, Associate Director at Global Counsel. \nWe will explore what is on the table\, where policy intent appears to be heading\, and the potential implications for firms\, advisers\, planners and their clients. This session is designed to provide sector-specific clarity and highlight where PIMFA is already engaging and will be prioritising next. \nWho should attend? \nThis webinar is open to all PIMFA members \nYou’ll leave with: \nA clearer view of the Budget’s implications for the wealth management and financial advice client sector.\nA practical sense of challenge and opportunity for PIMFA members and their clients.\nA view on PIMFA’s next steps\, and where members can shape and engage.
URL:https://www.pimfa.co.uk/event/pimfa-post-budget-webinar-2025/
CATEGORIES:Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-01-scaled.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-post-budget-webinar-2025/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251211T110000
DTEND;TZID=Europe/London:20251211T120000
DTSTAMP:20260513T164839
CREATED:20251128T015345Z
LAST-MODIFIED:20251216T105002Z
UID:345556-1765450800-1765454400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: ROI from AI – Turning Investment into Measurable Impact
DESCRIPTION:AI is everywhere — but measurable return on investment is what separates the early adopters from the real performers. This webinar\, in partnership with Publicis Sapient\, cuts through the hype to show where and how firms are capturing financial value from AI. We’ll explore what’s working\, what isn’t\, and how to build the governance and data foundations that allow innovation to scale sustainably. \nWhat we’ll explore: \n\nROI in real terms: What good looks like — efficiency gains\, margin expansion\, revenue lift\, and cost-to-serve reduction\nFrom idea to income: How firms are moving from pilots and proofs-of-concept to live deployments that drive measurable results.\nThe business case for AI: Framing investments that resonate with boards\, CFOs\, and regulators.\nSmart operations: How automation\, predictive analytics\, and GenAI tools are cutting process friction and elevating client experience.\nRisk\, governance and trust: Managing model risk\, bias\, and explainability while keeping the regulator onside.\n\n Why attend? \n\nBenchmark your AI investment and ROI maturity against peer firms.\nLearn how to quantify productivity and growth impact — not just cost-savings.\nTake away an AI ROI Framework to apply in your own firm.
URL:https://www.pimfa.co.uk/event/airoi/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-02-scaled.png
ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/airoi/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260120T110000
DTEND;TZID=Europe/London:20260120T120000
DTSTAMP:20260513T164839
CREATED:20251124T170511Z
LAST-MODIFIED:20260113T132620Z
UID:345250-1768906800-1768910400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: UK Cyber Attacks: Lessons Learned in 2025 & What’s Coming Next in 2026
DESCRIPTION:Cyber criminals don’t care if you’re a global retailer or a boutique wealth manager — if you hold sensitive client data\, you’re a target. High-profile cyberattacks on household names like Co-op and Marks & Spencer have exposed just how quickly trusted brands can be brought to their knees. These incidents offer a stark warning for wealth managers: client trust is fragile\, operational disruption is costly\, and third-party risk can devastate even the strongest institutions. \nBut what does this mean for wealth managers in 2025 and beyond? \nIn this forward-looking session\, PIMFA and cybersecurity specialists Mitigo will take you on a journey: \n\nLook Back: The defining UK cyberattacks of the past 24 months — how they happened\, what went wrong\, and the common threads that wealth managers should recognise.\nLook Forward: The evolving threat landscape — AI-driven phishing\, deepfake-enabled fraud\, insider threats\, and supply chain attacks targeting financial firms.\nActionable Playbook: Practical steps to strengthen resilience\, prepare your staff\, and build a governance framework that can withstand both today’s and tomorrow’s attacks.\n\n Why attend? \n\nBenchmark your firm’s cyber readiness against real-world case studies.\nUnderstand the next generation of cyber threats specific to Wealth and Advice firms.\nGain insight into regulator expectations around cyber governance\, resilience\, and reporting.\nWalk away with a checklist and incident-response framework from Mitigo tailored to wealth managers.
URL:https://www.pimfa.co.uk/event/lessonslearnedincyber/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-03-scaled.png
LOCATION:https://www.pimfa.co.uk/event/lessonslearnedincyber/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260122T140000
DTEND;TZID=Europe/London:20260122T150000
DTSTAMP:20260513T164839
CREATED:20251208T092927Z
LAST-MODIFIED:20260309T133935Z
UID:346173-1769090400-1769094000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: AI: How Not to Get Left Behind
DESCRIPTION:By early 2026\, AI has moved far beyond experimentation. It is now actively reshaping how wealth firms operate\, make decisions\, serve clients\, and manage risk. Some firms are already realising measurable value. Others are drifting dangerously behind. \nThis webinar is designed as a wake-up call for PIMFA member firms. \nIn this free 60-minute briefing\, we’ll cut through the noise and focus on what matters most right now: \n\nThe hard risks of inaction: What “falling behind” now looks like — slower processes\, higher costs\, weak data foundations\, governance gaps\, and competitors accelerating ahead.\nReal examples from real firms: How wealth managers\, platforms\, and advice firms are already deploying AI to improve efficiency\, strengthen controls\, enhance client journeys\, and reduce operational burden.\nA pragmatic roadmap for 2026: Where to start\, what to prioritise\, and how to build a safe\, scalable and commercially grounded AI adoption plan.\nWhat’s coming next from PIMFA: A short introduction to PIMFA’s new AI learning programme for senior leaders.\n\nWhether you’re AI-curious\, cautious\, or already experimenting\, this session will sharpen your understanding of what’s possible and what’s at stake as we enter the next phase of AI adoption in wealth management.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-ai-how-not-to-get-left-behind/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-02-scaled.png
LOCATION:https://us06web.zoom.us/j/84338928689
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260129T140000
DTEND;TZID=Europe/London:20260129T150000
DTSTAMP:20260513T164839
CREATED:20260107T041800Z
LAST-MODIFIED:20260309T134708Z
UID:347706-1769695200-1769698800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Tackling Non Financial Misconduct and the FCA’s new Rules and Guidance
DESCRIPTION:From 1 September 2026\, wealth and advice firms will be subject to the FCA’s tougher stance on non-financial misconduct. This means that serious cases of bullying\, harassment\, or violence that lead to certain types of disciplinary action must be reported to the regulator\, not just handled internally.  On 12th December 2025\, the FCA published its Policy Statement (PS) 25/23\, confirming final Handbook guidance for firms in relation to tackling non-financial misconduct. \nIn this FREE 60-minute webinar\, employment lawyers Chris Holme and Shadia El Dardiry\, joined by regulatory lawyer Anousheh Bromfield of Clyde & Co cut through the complexity to address: \n\nWhat the new Rules and Handbook guidance mean in practice;\nWhat practical steps firms should be taking between now and 1 September;\nWhat are the implications going forward in terms of balancing employment law with regulatory duties.
URL:https://www.pimfa.co.uk/event/nfmwebinar/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-03-scaled.png
LOCATION:https://www.pimfa.co.uk/event/nfmwebinar/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260203T113000
DTEND;TZID=Europe/London:20260203T123000
DTSTAMP:20260513T164839
CREATED:20260115T133321Z
LAST-MODIFIED:20260309T134947Z
UID:348483-1770118200-1770121800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: FOS Business Portal : Ombudsman Connect
DESCRIPTION:The Financial Ombudsman Service are modernising their systems to better serve the financial services sector\, customers and staff\, with the aim of improving the casework processes and customer journey\, whilst making the process seamless for businesses. \nIn support of this\, it has recently launched a business portal-Ombudsman Connect\, which will allow businesses to easily provide case information and gain better insight into complaints to help drive improvements. \nIn partnership with the FOS\, we are hosting a webinar for firms where the FOS’ Transformation Team will share an online demonstration of Ombudsman Connect and provide an opportunity member firms to ask questions and provide input. \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-fos-business-portal-ombudsman-connect/
CATEGORIES:Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-01-scaled.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-fos-business-portal-ombudsman-connect/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260421T110000
DTEND;TZID=Europe/London:20260421T120000
DTSTAMP:20260513T164839
CREATED:20260226T123114Z
LAST-MODIFIED:20260416T120210Z
UID:352368-1776769200-1776772800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Move Faster\, Cost Less: Winning with Agentic AI
DESCRIPTION:Wealth management firms are under pressure from every angle\, margin compression\, rising regulatory scrutiny\, operational drag and decision-making that is simply too slow for the market they are now in. \nThis is not a workflow problem. It is an operating model problem. \nThe next winners will not be the firms that bolt AI onto legacy ways of working. They will be the firms that redesign how decisions are made\, actions are triggered and control is maintained using agentic AI to move faster\, operate leaner and scale with confidence. \nIn this high-impact 60-minute webinar with Publicis Sapient\, we’ll discuss: \n\nwhy layered workflows and slow decisions are eroding margin\nwhere firms are losing time\, capacity and competitive momentum\nhow leading wealth managers are using agentic AI to redesign decision architecture\nhow to accelerate execution without losing control\, oversight or regulatory confidence
URL:https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-03-scaled.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260521T140000
DTEND;TZID=Europe/London:20260521T150000
DTSTAMP:20260513T164839
CREATED:20260402T132811Z
LAST-MODIFIED:20260501T085206Z
UID:355646-1779372000-1779375600@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Data as a Product: Turning Your Fragmented Data into Decision Advantage 2026
DESCRIPTION:Most advice firms are not short of data. They are short of data they can actually use. \nCritical information is often trapped across disconnected systems\, buried in silos and too far removed from the decisions that matter most. The result is slower decision-making\, weaker insight and AI ambition built on shaky foundations. \nThe wealth managers moving ahead are doing something different. They are treating data as a product: structured\, usable and built around the decisions the business needs to make faster\, better and with more confidence. \nIn this FREE 60-minute webinar\, in partnership with Publicis Sapient\, we explore what that shift looks like in practice\, from connecting fragmented data\, intelligence\, and AI into a unified decisioning layer that enables faster\, more confident business decisions. \nKey takeaways: \n\nHow to connect fragmented data into a unified intelligence layer across the business\nWhat it takes to structure data as a product to enable scale\, ownership\, and AI-readiness\nHow to embed AI into workflows to move from insight to action\nWhere leading firms are creating speed\, clarity\, and cross-functional decision advantage
URL:https://www.pimfa.co.uk/event/pimfa-webinar-data-as-a-product-turning-your-fragmented-data-into-decision-advantage/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-02-scaled.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-data-as-a-product-turning-your-fragmented-data-into-decision-advantage/
END:VEVENT
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