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DTSTART;TZID=Europe/London:20250923T093000
DTEND;TZID=Europe/London:20251118T123000
DTSTAMP:20260420T031852
CREATED:20240919T103447Z
LAST-MODIFIED:20250731T162902Z
UID:314940-1758619800-1763469000@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2025
DESCRIPTION:🎟️ This Event Has Officially Sold Out!\n\nThe FCA’s long-awaited published review of Customers in Vulnerable Circumstances (March 2025) leaves no room for doubt\, requiring an immediate response from PIMFA wealth firms seeking to continually meet the regulator’s expectations.  \nAnd with the FCA not afraid to use the “pointy end of our toolkit” (Alison Walters\, FCA’s Director of Consumer Finance\, speech 11th March)\, band-aid or bolt-on solutions for identifying vulnerable customers\, outcomes monitoring\, data\, staff training\, and product and service design by firms won’t cut it; all must be improved to ensure that vulnerable customers of wealth managers receive the support they need.  \nA unique learning offering   \nPIMFA’s Customer Vulnerability Learning Programme\, led by the award-winning vulnerability training team at The Money Advice Trust\, is the only Vulnerability training programme that integrates PIMFA’s own Understanding Customer Vulnerability guidance (Nov. 2024) with the FCA’s Good and Poor Practice (March 2025) to offer members our most robust and comprehensive vulnerability training ever offered to wealth managers.  \nA full-on\, immersive\, root-and-branch training experience\, PIMFA’s Customer Vulnerability Learning Programme provides firms with ‘know how’ needed to transform their processes\, systems\, and people to deliver better outcomes for vulnerable customers.   \nPIMFA’s Vulnerability Learning Programme will support your firm:  \n\nAccelerate the adoption of new FCA expectations on vulnerability in your firm \nDesign best-in-class experiences for Customers in vulnerable circumstances \nBuild and lead a more effective strategy on vulnerability \nDevelop a shared vision of success around your approach to vulnerability \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nBuild a customer centric culture into the fabric of your firm and foster a new sense of purpose   \n\nDownload the brochure to find out how our new Customer Vulnerability Learning Programme can support you in developing a firm-wide strategy for customer vulnerability. \nIf you are a PIMFA Member\, please ensure you are logged in to see member tickets. \n  \nAdvance your skills\, Bring a colleague along for FREE!  \nPlease email learning@pimfa.co.uk if you would like to take advantage of this amazing offer!
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-academy-2025/
CATEGORIES:Learning,Programmes
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251009T093000
DTEND;TZID=Europe/London:20251009T173000
DTSTAMP:20260420T031852
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
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/800x800_red_sky-hot-airballoon.jpg
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20251014
DTEND;VALUE=DATE:20251015
DTSTAMP:20260420T031852
CREATED:20240410T124534Z
LAST-MODIFIED:20251211T112956Z
UID:308769-1760400000-1760486399@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Authentic Leadership: How to thrive as a female leader in wealth and finance-2025
DESCRIPTION:According to the Financial Conduct Authority\, ‘senior jobs are still mostly for the boys’. And\, whilst more regulated financial services firms are treating gender diversity as a business priority\, the evidence on a sector level would suggest women still remain under-represented at senior management and leadership levels. \nAs a leadership development program for women in finance and wealth\, we directly address the challenges women executives often face\, helping them to develop the confidence\, connections and actions needed to achieve their potential. \nThis unique coaching programme delivered virtually by executive coach\, Caroline Holt\, is endorsed by The Institute of Leadership & Management and CPD accredited by CISI. \nThe PIMFA Authentic Leadership programme is a six-month programme divided into six training modules\, with a new module released every four weeks. \nIt is also an arena for sharing experiences\, practising the tools – as well as a place to get inspiration\, support and the motivation to help you achieve your goals. \n 
URL:https://www.pimfa.co.uk/event/authentic-leadership-how-to-thrive-as-a-female-leader-in-wealth-and-finance-2025/
LOCATION:See description for details
CATEGORIES:Learning,Programmes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251014T093000
DTEND;TZID=Europe/London:20251014T113000
DTSTAMP:20260420T031852
CREATED:20250729T133105Z
LAST-MODIFIED:20251106T150536Z
UID:333551-1760434200-1760441400@www.pimfa.co.uk
SUMMARY:Getting Financial Promotions Right in a Post Consumer Duty ERA
DESCRIPTION:PIMFA member firms take note. \nIn 2024\, the FCA identified and intervened against around 20\,000 non-compliant financial promotions from authorised firms and has recently deployed new technology to shut down or block 1\,600 websites promoting financial services without permission taking action against influencers (“finfluencers”) for illegal promotions. \nIn the Consumer Duty era\, the FCA expects your firm to go beyond ensuring that all your promotions are ‘clear\, fair and not misleading’ and actively challenging your firm to achieve good outcomes for all customers\, especially the vulnerable. But what does that mean in practice? \nIn this online training session\, you will examine good and bad examples of recent promotional campaigns and assess potential non-compliance with your current and future campaigns. By improving your grasp of good practice\, you will be better prepared to protect your firm\, brand reputation\, and competitive advantage and respond rapidly to unexpected\, consequential events. \nOver two hours\, Ocorian’s Abi Reilly will help you: \n\nAssess the potential risks of your marketing and financial promotions and strengthen your approach against the latest FCA guidance.\nMitigate the threat of non-compliance with current and future changes in financial promotion regulations using a proven process\nEnsure your approach to social media and customer communications doesn’t attract the wrong kind of attention.\nEnhance the review and approval process for financial promotions in line with proposed new anti-greenwashing rules.\nUpdate your social media and influencer marketing governance\, policies\, and contracts with ‘finfluencers’ and agencies to stop consumer harm.\n\nWho should attend \n\nCompliance and legal\nMarketing\nProduct Development\nSenior managers responsible for the marketing activities of the firm\n\n*You may bring along a colleague FREE to this course\, please book 2 places and use code 8prbx3da at checkout for 50% off.
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-getting-financial-promotions-right-in-a-post-consumer-duty-era/
CATEGORIES:Learning,Live Learning
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LOCATION:https://www.pimfa.co.uk/event/pimfa-live-online-learning-getting-financial-promotions-right-in-a-post-consumer-duty-era/
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251016T140000
DTEND;TZID=Europe/London:20251016T173000
DTSTAMP:20260420T031852
CREATED:20250818T084302Z
LAST-MODIFIED:20251120T160547Z
UID:335140-1760623200-1760635800@www.pimfa.co.uk
SUMMARY:Culture & Inclusion Roundtable Event
DESCRIPTION:PIMFA\, as a longtime advocate of DE&I\, both for its ethical merits\, and a deep seated belief in its importance for a well performing business culture.  We will be hosting a half day roundtable in October\, under Chatham house rules\, to facilitate a dialogue and through discussions of good practices identify what firms are doing to create inclusive cultures\, the impact it is creating and  what companies are doing to remain true to their values and overcome challenges and pushback. \nPIMFA CEO Liz Field\, and PIMFA Chair\, The Rt. Hon John Gummer\, Lord Deben\, will be speaking to the subject and hosting roundtable discussions on this important topic with additional guest speakers being drawn from previous winners of the PIMFA D&I Awards\, to discuss their pragmatic advice on inclusion implementation and the changing landscape. If you have an interest in the subject\, we encourage you to book your place sooner rather than later\, as ticket numbers will be restricted. This event is free for PIMFA members. \n 
URL:https://www.pimfa.co.uk/event/culture-inclusion-roundtable-event/
LOCATION:Howden\, One Creechurch Ln\, London\, EC3A 5AF\, United Kingdom
CATEGORIES:Learning,PIMFA Events,Roundtables
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251021T110000
DTEND;TZID=Europe/London:20251021T120000
DTSTAMP:20260420T031852
CREATED:20250916T144706Z
LAST-MODIFIED:20250918T125715Z
UID:338381-1761044400-1761048000@www.pimfa.co.uk
SUMMARY:PIMFA HR Briefing 2025: From Policy to Practice: HR’s Role in FCA Misconduct Rules
DESCRIPTION:Non-financial misconduct is under comprehensive scrutiny from all fronts. \nFrom 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 disciplinary action must be reported to the regulator\, not just handled internally. \nIn this FREE 60-minute webinar\, employment lawyers Chris Holme and Anousheh Bromfield of Clyde & Co cut through the complexity to show HR professionals what the change in the Rules mean in practice\, how to update policies and investigations\, and how to balance employment law with regulatory duties\, and how to deal with non-financial misconduct between now and when the new Rules come into force.\nAttending this session will help HR professionals: \n1. Understand the FCA’s broadened remit on non-financial misconduct and its implications for HR.\n2. Ensure compliance ahead of the new rules taking effect next year and understanding what to do in the interim.\n3. Map the impact of the new rules on your policies\, procedures and frameworks\n4. Get started on assessing current COCON and FIT frameworks to identify gaps against new rules and proposed guidance\n5. Distinguish between misconduct that is purely HR-managed and that which must be reported to the FCA.
URL:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-from-policy-to-practice-hrs-role-in-fca-misconduct-rules/
CATEGORIES:HR Briefing,Learning
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ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-from-policy-to-practice-hrs-role-in-fca-misconduct-rules/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251105T090000
DTEND;TZID=Europe/London:20251105T120000
DTSTAMP:20260420T031852
CREATED:20250808T090030Z
LAST-MODIFIED:20251021T122715Z
UID:334409-1762333200-1762344000@www.pimfa.co.uk
SUMMARY:PIMFA Roundtable: AI in Wealth Management 2025
DESCRIPTION:This invite-only event brings together leaders from across the PIMFA membership to discuss practical AI use cases\, ethical and compliance considerations and tangible value creation. Expect deep insights from AI software houses\, honest conversations between member firms\, and thus equipping participants to make better choices about where to take their firm – all under Chatham House rules. \nWho Should Attend: \n\nCOOs and CTOs\nCompliance & Risk Leaders\nHeads of Digital & Innovation\nSenior Wealth Managers and Planners\n\nWhat’s Included: \n\nBreakfast networking\nExpert panel sessions\nInteractive roundtables\nAction-oriented takeaways\nComplimentary lunch\n\nPlease note that places are limited and allocated on a first-come\, first-served basis
URL:https://www.pimfa.co.uk/event/pimfa-roundtable-ai-in-wealth-management/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning,Roundtables
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251106T093000
DTEND;TZID=Europe/London:20251106T113000
DTSTAMP:20260420T031852
CREATED:20250724T082233Z
LAST-MODIFIED:20250916T115747Z
UID:332873-1762421400-1762428600@www.pimfa.co.uk
SUMMARY:Market Abuse 2025 refresher for Wealth Managers
DESCRIPTION:The FCA continues to focus on market abuse\, and its messages and publications indicate that it is not looking to turn the heat down anytime soon. \nThe regulator expects all wealth management firms to have a deep understanding of their market abuse risk and build control frameworks that are both proportionate and effective. However\, recent market abuse reviews by Ocorian’s Regulatory & Compliance  practice indicate that they are struggling to properly assess\, understand\, and articulate the specific market abuse risks inherent in their business. \nIn this live\, two-hour interactive\, online training course  Ocorian consultants reveal how wealth firms can effectively meet their obligations to detect and prevent market abuse\, from setting adequate surveillance frameworks to ensuring they have appropriate governance arrangements in place. \nBy attending this two-hour refresher session\, you will be able to: \n\nGrasp what the FCA expects from you to prevent market abuse in 2025\nUnderstand where wealth firms fall short of FCA expectations\nRecognise and address common market abuse risk areas in your firm\nImprove your monitoring ongoing compliance risk\n\nAs with all our PIMFA live online learning sessions\, we provide ‘surgery’ time at the end of this session with the trainer to support you applying what you’ve learnt immediately back into your firm. \n*You may bring along a colleague FREE to this course\, please book 2 places and use code 9qwytrsu at checkout for 50% off.
URL:https://www.pimfa.co.uk/event/pimfa-live-learning-market-abuse-2025-refresher-for-wealth-managers-2025/
CATEGORIES:Learning,Live Learning
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LOCATION:https://www.pimfa.co.uk/event/pimfa-live-learning-market-abuse-2025-refresher-for-wealth-managers-2025/
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251112
DTEND;VALUE=DATE:20251113
DTSTAMP:20260420T031852
CREATED:20250723T094233Z
LAST-MODIFIED:20251208T100207Z
UID:332762-1762905600-1762991999@www.pimfa.co.uk
SUMMARY:The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
DESCRIPTION:The Challenge  \nThe fight against financial crime never stops.   \nA rapidly changing threat landscape\, alongside increasing regulatory demands\, challenges all wealth managers and advice firms to craft an effective and efficient anti-financial crime compliance programme that is not only proportionate to their risk environment and commensurate with the size and nature of their operation but also fully compliant with FCA expectations.   \nThe Solution  \nPIMFA’s monthly Wealth Management Financial Crime Compliance Learning Programme ensures senior managers\, MLRO/DMLOs\, Heads of Compliance\, compliance officers and legal professionals don’t just keep up to date with key changes and regulatory deadlines\, but develop the clarity\, direction and insight they need to design an effective and efficient anti-financial crime control framework that protects their firm\, creates value and enhances revenue opportunities. The programme offers examples of industry best practice solutions on issues like firm-wide risk assessments\, transaction monitoring\, PEPs\, sanctions and adverse media.   \nBenefits for you  \nThis monthly CPD-approved programme develops your skills and competencies to:  \n\nEffectively implement and respond to FCA requirements \nIdentify and address vulnerabilities in your approach to financial crime compliance \nThoroughly prepare your firm to respond to key regulatory changes in 2025 and beyond \nEnsure your enterprise-wide risk assessment focuses on real risks and drives positive organisational change \nFollow industry best practice approaches to KYC\, CDD\, EDD and ODD\nCalibrate your financial crime controls\, policies and control frameworks to your firm’s risk profile \n\nBenefits for your firm  \nFor your firm\, this programme:  \n\nDelivers clarity\, structure\, and confidence that your approach to financial crime compliance keeps pace with changing regulatory expectations. \nChallenges you to identify and make essential changes to the firm’s approach to financial crime compliance before the FCA does.\nOptimises your three lines of defence to mitigate financial crime risk management gaps and duplication of unnecessary risk coverage Supports leaders to design and deploy a financial crime compliance strategy that supports business growth.  \nProvides practical advice on developing an enterprise-wide risk assessment to focus on real risks to drive positive organisational change.\n\nExpert-led learning and support  \nCo-created with former regulators and industry experts from advisory firm Avyse Partners\, senior legal professionals at Shoosmiths and technologists from Malverde and ID Pal\, this programme delivers real-time insights and practical lessons drawn from their direct work with firms and ongoing dialogue with the FCA. Through their collective wisdom and experience\, you’ll gain access to proven tools\, strategies\, and analytical frameworks you can immediately use to manage financial crime risks in your firm proactively.   \nIs this programme for you? \nStaying ahead of financial crime is essential. Whether you’re managing an incident or meeting regulatory obligations\, thinking ahead can make all the difference. This timely and topical programme combines thinking with doing\, providing a comprehensive set of strategic and practical skills to ensure your compliance is both resilient and responsive. You’ll learn invaluable tools and tactics that you can implement straight away — whether dealing with internal stakeholders\, the board or the regulator. \nIndividuals who will gain most from this programme include\, but are not limited to: \n\nHeads of Compliance\nMoney Laundering Reporting Officer (MLRO)\nDeputy Money Laundering Officer (DMLRO)\nHeads of Legal and Regulatory Change\nManagers with responsibility for fraud\, financial crime and AML controls\nRisk Managers\nAdvisory and Investigation roles\nInternal Audit and Regulatory staff\n\nThis programme is for you if you want to: \n\nReduce your risk exposure: Our instructors are ‘in the trenches’ every day identifying and mitigating risks for firms – update your learning to reflect what’s happening now\, not last year.\nDo what matters most: As a financial crime compliance professional you’re up against it\, we get it. Each session provides you with clarity and focus to separate the urgent from the important.\nSpot risks before they become threats: Work hand-in-hand with trusted experts to avoid regulatory misalignment and best meet your financial crime.\nBecome a more effective financial crime compliance leader: A robust blend of presentations\, case studies\, debates and small group discussions are key programme features that will help you learn to think on your feet\, sharpen your analytical skills\, and make critical decisions in real-time.\nBenchmark your compliance efforts: See how your firm’s approach to financial crime stacks up against industry standards and peers across various aspects\, including sanctions\, money laundering\, fraud and cyber crime.\nDemonstrate your commitment to continuous learning: Knowledge is power with this CISI-approved programme that gives you 12 CPD hours.
URL:https://www.pimfa.co.uk/event/the-pimfa-wealth-management-financial-crime-compliance-programme-meeting-fca-expectations-2025/
CATEGORIES:Learning,Programmes
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LOCATION:
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251113T000000
DTEND;TZID=Europe/London:20251113T000000
DTSTAMP:20260420T031852
CREATED:20230328T181526Z
LAST-MODIFIED:20251113T155051Z
UID:273441-1762992000-1762992000@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Consumer Duty Series - Session 3: MI\, Reporting and Governance
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\n\n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\n\n\nSession Three: MI\, Reporting and Governance \nThe Consumer Duty expects firms to monitor and regularly review the outcomes that customers are experiencing\, identify sources of poor outcomes and harm\, and make necessary changes to products and services.  Boards are expected to oversee the implementation of the Duty\, and to annually confirm their firm’s adherence to the rules.  Firms must develop their own reporting and governance structures to achieve this. \nThis session (that you can attend in person or online) will focus on: \n\n\n\nHow firms can develop Consumer Duty MI\, reporting and governance that covers the appropriate products\, services\, touch points and customer types for their unique activities.\nHow the Board can demonstrate that making good outcomes for consumers is central to their firm’s culture\, strategy and business objectives.\n\n\n\nBy the end of this session\, you will: \n\n\n\nGet clarity on the different data to be collected across each of the key Consumer Duty outcomes\nIdentify and bridge gaps in your MI\nDevelop actionable and understandable MI\, that meets regulator expectations\nConsumer Duty obligations will require different data to be collected across each of the key Consumer Duty outcomes\nLearn\, from our own research\, how firms intend to use MI to evidence good consumer outcomes\nKnow how to join the data dots up between different areas of your business to form a coherent Board report\n\n\n\nFormat and approach \nYou can attend this two-hour in-person session at the PwC London office or online. However you choose to participate\, this session is run as an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession3/
CATEGORIES:Learning,Live Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251113T000000
DTEND;TZID=Europe/London:20251113T000000
DTSTAMP:20260420T031852
CREATED:20251113T111508Z
LAST-MODIFIED:20260327T080202Z
UID:95818-1762992000-1762992000@www.pimfa.co.uk
SUMMARY:Associate Members Update\, London September 2020
DESCRIPTION:We will explore topics such as regulation\, operations\, taxation etc and provide an opportunity to discuss with PIMFA staff specific issues important to the membership. \nThis event also showcases our ongoing events and publications programme providing examples of how Associates can engage with Members and maximise the value they receive from their membership. \nAttendees will also benefit from networking opportunities with other industry professionals over a drinks reception.
URL:https://www.pimfa.co.uk/event/associate-members-update-london-september-2020/
CATEGORIES:Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251113T000000
DTEND;TZID=Europe/London:20251113T000000
DTSTAMP:20260420T031852
CREATED:20251113T160734Z
LAST-MODIFIED:20251120T133237Z
UID:268091-1762992000-1762992000@www.pimfa.co.uk
SUMMARY:PIMFA Learning: PwC Consumer Duty Series- Session 1: Testing consumer outcomes
DESCRIPTION:The Duty requires firms to help customers achieve good outcomes\, and to report on this annually. Consequently\, firms must be able to measure if they are achieving good outcomes for their customers. \nThis workshop will focus on: \n• Helping firms consider the design considerations for testing each of the four outcomes.\n• Considering what data will be required for monitoring and testing outcomes.\n• Considering what actions may be required to remediate poor outcomes.
URL:https://www.pimfa.co.uk/event/pimfa-learning-pwc-consumer-duty-series-session-1-testing-consumer-outcomes/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/800x800_hot-air-balloon_red_zoomed-out.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260420T031852
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260420T031852
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:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260420T031852
CREATED:20251119T173840Z
LAST-MODIFIED:20251120T124440Z
UID:124904-1763510400-1763510400@www.pimfa.co.uk
SUMMARY:Wealth of Diversity Conference & Women in Wealth Drinks September 2020
DESCRIPTION:UPDATE \nFollowing recent developments and advice from the World Health Organization and the UK Government on Coronavirus (COVID-19)\, it is with regret that we have decided to postpone all events and training until further notice. \nThe decision has not been taken lightly\, however\, safeguarding the health and wellbeing of our attendees must take precedence. \nWe hope that you will understand why this decision has been made. We will be updating the website as things develop and we are working on being able to deliver some content online and scheduling new dates. \nIf you have any queries\, please get in contact via events@pimfa.co.uk. If you would like to find out more about COVID-19 and how to protect yourself\, please visit the World Health Organization site.
URL:https://www.pimfa.co.uk/event/wealth-of-diversity-conference-women-in-wealth-drinks-march-2020/
CATEGORIES:Conference,PIMFA Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/Conference-favicon-web-light.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251125T110000
DTEND;TZID=Europe/London:20251125T120000
DTSTAMP:20260420T031852
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:20251126T120000
DTEND;TZID=Europe/London:20251126T190000
DTSTAMP:20260420T031852
CREATED:20241213T120054Z
LAST-MODIFIED:20250910T131436Z
UID:319558-1764158400-1764183600@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2025
DESCRIPTION:The event is open to senior member firm colleagues and strictly by invitation only. The aim is to provide a forum where relevant content will be presented and an opportunity for you to network with your peers will be provided. \nThe event is open to Wealth Management firms CEOs and nominated guests only. \nIf you have any interest in sponsoring or have any questions about this event please email events@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/senior-leadership-summit-2025/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/Conference-favicon-web-dark.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251203T110000
DTEND;TZID=Europe/London:20251203T120000
DTSTAMP:20260420T031852
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:20251204T180000
DTEND;TZID=Europe/London:20251204T200000
DTSTAMP:20260420T031852
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:20251211T110000
DTEND;TZID=Europe/London:20251211T120000
DTSTAMP:20260420T031852
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:20260420T031852
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:20260121T081500
DTEND;TZID=Europe/London:20260121T103000
DTSTAMP:20260420T031852
CREATED:20251029T124546Z
LAST-MODIFIED:20260114T090926Z
UID:342929-1768983300-1768991400@www.pimfa.co.uk
SUMMARY:The Annual M&A Breakfast: Looking Back at 2025 — Setting the Pace for 2026
DESCRIPTION:As firms prepare for 2026\, this invitation-only PIMFA M&A Breakfast — headline sponsored by SEI and supported by contributing sponsors Square 4 \, Farrer & Co  and Grant Thorton— brings together senior executives from both acquiring and selling firms to reflect on lessons from the past year and explore the emerging deal drivers\, risks\, and opportunities\, with the FCA’s Laura Dawes joining us to unpack the regulator’s Consolidation Review findings\, shaping the next wave of consolidation. \nOver breakfast at Farrer & Co\, we’ll: \n\nEngage with the FCA on their Consolidation Review findings.\nReview 2025 — what really drove deal flow\, valuations\, and integration outcomes.\nAssess the outlook for 2026 — pipeline health\, financing conditions\, diligence hot-spots\, culture and people risks\, and the FCA’s supervisory focus areas.\nConsider what acquirers will pay for — and what they will walk away from — in the year ahead\n\nPlease note: this is an invitation-only event. PIMFA reserves the right to politely decline registrations from individuals who do not meet the intended seniority or role criteria for this event.
URL:https://www.pimfa.co.uk/event/the-annual-ma-breakfast-looking-back-at-2025-setting-the-pace-for-2026/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning
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GEO:51.5171829;-0.1165565
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Farrer & Co 55- 56 Lincoln's Inn Fields London WC2A 3LJ;X-APPLE-RADIUS=500;X-TITLE=55- 56 Lincoln's Inn Fields:geo:-0.1165565,51.5171829
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260122
DTEND;VALUE=DATE:20260123
DTSTAMP:20260420T031852
CREATED:20251114T093346Z
LAST-MODIFIED:20260123T085345Z
UID:344292-1769040000-1769126399@www.pimfa.co.uk
SUMMARY:PIMFA Learning: The SMF Regulatory Briefing Programme 2026 - All You Need to Know About Everything That Matters Most
DESCRIPTION:What the FCA expects from Senior Managers \nThe FCA takes the competence of your Senior Managers very seriously. Upon applying to become an SMF\, the FCA expects an individual to demonstrate a high level of skill and knowledge to carry out the role\, supporting their application by completing a skills gap analysis\, learning and development plan\, and competency assessment. \nRemaining Fit and Proper \nBut the regulator’s scrutiny of an SMF doesn’t stop at the application stage. The FCA expects your firm to ensure that your SMF holders continue to possess the requisite skills\, particularly concerning the latest regulatory developments. Annual fit and proper assessments\, mandated by the regulator and conducted by your firm\, are not a ‘tick box’ exercise requiring you instead to carefully assess whether your senior managers are competent in performing their roles. \nThe solution \nPIMFA’s 12-month ‘SMF Regulatory Briefing Programme’ supports SMF holders in learning everything they need to know about the issues that matter most to them. It also prepares prospective SMF holders for the highest level of leadership. The programme consists of a series of live\, monthly\, online one-hour sessions on critical compliance\, risk and financial crime challenges\, enabling SMFs to: \n\nKeep up to date with the latest regulatory trends and initiatives\nDemonstrate their commitment to regulatory proficiency\nAccess the training at a convenient time\, through our on-demand learning platform\nDocument CPD activity as required\n\nHighlights and key outcomes \nBy enrolling on ‘The SMF Regulatory Briefing Programme 2026’\, SMFs will be able to: \n\nEvidence to the FCA their in-role competency and capability required under SMCR.\nRapidly assess the firm’s compliance exposure and vulnerabilities.\nGet ahead and make sense of a broad\, complex\, and ever-evolving regulatory and compliance landscape.\nSet priorities to develop a proactive regulatory change management programme.\nLead your firm on how best to mitigate risks\, create a firm-wide compliance culture\, make sound decisions\, and build resilience across the business.\nImprove their strategic thinking and ability to respond to regulatory change effectively.\nExplore with peers the latest research and best practices for managing risk to safeguard enterprise value.\n\nSession format \nEach session includes a mix of expert-led presentations\, real-world case studies and small group discussions. \nProgramme topics and schedule \nThrough 12 sessions\, SMFs develop the knowledge and insights on the latest regulatory changes and compliance challenges required to protect their firm’s assets\, reputation\, and competitive advantage. \nFormat: 12 x 1-hour monthly sessions \nDelivery: Live\, expert-led online learning sessions \nStart date: 22nd January 2026 – 10th December 2026 \nDuration: 12 months
URL:https://www.pimfa.co.uk/event/pimfa-learning-the-smf-regulatory-briefing-programme-2026-all-you-need-to-know-about-everything-that-matters-most/
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/SMF-logo-avatar_dark_web-1.png
LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260122T140000
DTEND;TZID=Europe/London:20260122T150000
DTSTAMP:20260420T031852
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:20260420T031852
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:20260129T180000
DTEND;TZID=Europe/London:20260129T193000
DTSTAMP:20260420T031852
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;TZID=Europe/London:20260203T113000
DTEND;TZID=Europe/London:20260203T123000
DTSTAMP:20260420T031852
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:20260204T140000
DTEND;TZID=Europe/London:20260204T150000
DTSTAMP:20260420T031852
CREATED:20260107T031246Z
LAST-MODIFIED:20260128T170035Z
UID:347700-1770213600-1770217200@www.pimfa.co.uk
SUMMARY:HR Briefing: Workplace Law 2026: The New Employment Rights Landscape and its Impact on Wealth Managers
DESCRIPTION:2026 is shaping up to be one of the most transformative years for UK workplace law in decades. With the Employment Rights Act 2025 now law and a programme of staged reform beginning in 2026\, employers and HR professionals must navigate a series of changes that will impact hiring\, dismissal\, pay and benefits\, trade union relations\, and workplace culture. \nIn this 60-minute online briefing\, Chris Holme and Shadia El Dardiry translate legal developments into practical business insight\, giving HR leaders the knowledge to protect people\, reduce risk\, and future-proof policies. \nKey discussion points include: \n\nWill 2026 represent a fundamental regulatory reset in employment law? What does the ERA really mean for employer risk\, governance\, and workplace culture?\nHow will day-one rights to sick pay and family leave impact workforce management? What practical steps do you need to take?\nWhat does the new duty to take “all reasonable steps” to prevent harassment require in practice and how can firms really embed culture change?\nChanges to Unfair Dismissal rights and redundancy processes – how to respond to changes impacting consultation processes and fair dismissal
URL:https://www.pimfa.co.uk/event/hrbriefing1-2026/
CATEGORIES:HR Briefing,Learning
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ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/hrbriefing1-2026/
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DTSTART;TZID=Europe/London:20260211T140000
DTEND;TZID=Europe/London:20260211T180000
DTSTAMP:20260420T031852
CREATED:20251210T091713Z
LAST-MODIFIED:20260309T134043Z
UID:346403-1770818400-1770832800@www.pimfa.co.uk
SUMMARY:PIMFA Leading Lights Forum 2026
DESCRIPTION:For the past 8 years\, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Leading Lights Forum. \nIts purpose is to bring together bright minds to debate\, research and consider pressing issues facing our industry. Their findings result in a report\, which is published and widely circulated. You can download previous reports and more information on the committee here. \nAt the event on February 11\, 2026\, the Leading Lights members will be presenting their findings from their work this year. The day will also welcome industry expert speakers. \nThis year’s cohort have researched the following topics; the results of their findings will be presented at the event on February 11th: \n\n Unlocking Financial Futures: The Advice Benefit\nDo you Trust Us?\nAI: Evolution\, Revolution or Devastation?\nCompany Culture – Who Even Cares?\n\nPlease note – spaces are extremely limited and open to PIMFA members only.
URL:https://www.pimfa.co.uk/event/pimfa-leading-lights-forum-2026/
LOCATION:DAC Beachcroft\, 25 Walbrook\, London\, EC4N 8AF\, United Kingdom
CATEGORIES:Forum,PIMFA Events
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DTSTART;TZID=Europe/London:20260226T090000
DTEND;TZID=Europe/London:20260226T180000
DTSTAMP:20260420T031852
CREATED:20250729T091810Z
LAST-MODIFIED:20260302T135444Z
UID:333464-1772096400-1772128800@www.pimfa.co.uk
SUMMARY:The AI Leaders Incubator Programme 2026
DESCRIPTION:2023 woke us up to AI.\n2024 got us experimenting with AI.\n2025 proved what’s possible.\n2026 is when wealth managers scale AI with discipline\, confidence and measurable ROI.\nAcross wealth management\, boards are united by a singular ambition: to deliver sustainable\, substantially higher performance across every dimension of the business. And that must happen within the boundaries of: \n\nLegal and regulatory expectations\nEthical and responsible deployment\nCredible stewardship for clients and markets\n\nIn this new operating reality\, AI is not a technology choice — it is a strategic imperative. A catalyst to unlock productivity\, elevate client service\, accelerate compliance accuracy\, and build future-proof operating models. \nYet many wealth and advice firms remain stuck in pilot mode: high activity — low impact. \nThat’s why PIMFA and Publicis Sapient have joined forces as partners to create the AI Leaders Incubator Programme\, combining PIMFA’s reach across the UK wealth and advice sector with Publicis Sapient’s real-world transformation and AI delivery expertise. Together\, we’ve co-designed the curriculum\, bringing practitioner insight\, live case studies\, and frameworks drawn from projects already shaping digital transformation in wealth management.” \nWhat can you expect from the AI Leaders Incubator Programme? \nThe AI Leaders Incubator is a focused\, hands-on learning experience delivered across two highly immersive days. You’ll cut through the hype and tackle the core strategic questions facing boards today: Where does AI genuinely move the needle? How do we scale it responsibly? And how do we deliver measurable\, sustainable performance gains within a regulated environment? \nThis is not a conference. \nThere are no panels\, no passive sessions\, no “AI tourism.” \nIt is a strategic design environment where leaders work alongside AI practitioners and transformation experts to: \n\nTurn industry-relevant AI use cases into real prototypes\nBuild credible business cases with measurable ROI and compliance considerations\nDesign governance frameworks that satisfy regulatory expectations\nDevelop the confidence\, capability\, and narrative to lead AI adoption at scale\n\nThrough live experimentation\, design thinking\, guided hacks\, and board-ready business case work\, you’ll graduate with: \n\nA validated AI use-case and working prototype\nA board-ready business case & ROI model\nA practical 30-day implementation roadmap\nThe confidence and competence to champion responsible AI across your firm\n\nThis programme exists to solve the industry’s current friction point: most firms are experimenting with AI — but few are delivering impact at scale. The Incubator gives you the frameworks\, tools\, and executive confidence to change that — turning intent into traction\, and traction into transformational performance. \nWhat challenges will the AI Leaders Incubator support you in overcoming? \n\nTightening Margins? Learn to Automate What Matters. Discover how AI can streamline manual processes\, reduce inefficiency\, and free up capacity for high-value client work — turning cost pressure into productivity gains.\nRising Client Expectations? Redefine Personalisation at Scale. Build and test AI use-cases that deliver smarter insights\, hyper-personalised experiences\, and faster decision-making — giving your firm a competitive edge in client trust and satisfaction.\nRegulatory Complexity? Design with Compliance in Mind. Translate complex FCA expectations into AI-ready frameworks that embed accountability\, explainability\, and governance into every workflow — before the regulator asks.\nOutdated Playbooks? Reimagine How Your Firm Operates. Break free from siloed business models. Collaborate across functions to design AI solutions that connect compliance\, operations\, and client experience into one intelligent ecosystem.\nManual Processes? Make AI Your New Colleague. Move beyond “pilot paralysis.” In this incubator\, you’ll test\, refine\, and deploy AI tools that turn repetitive tasks into automated intelligence — built responsibly\, for real impact.\nChoosing the Right AI Strategy? Build for Your Reality.\nLearn how to align AI ambition with your firm’s size\, data maturity\, and risk appetite — selecting scalable use-cases that deliver measurable\, defensible results.\nProve the Business Case. Gain the tools to track\, quantify\, and communicate AI’s impact — from cost savings to client experience — and translate innovation into tangible returns.\n\nThe AI Leaders Incubator does more than teach AI — it accelerates intelligent transformation. Here’s how: \n\nElite practitioner mentorship – Work shoulder-to-shoulder with AI strategists who have already delivered real solutions — not theory.\nBuild in the arena – Roll up your sleeves in live labs to design\, test\, and refine AI workflows and decision-support tools tailored to wealth and advice.\nReal frameworks\, real outcomes – Adopt proven playbooks to spot high-value use cases\, manage risk and accountability under UK regulation\, and measure commercial ROI from day one.\nA peer group that pushes you further – Join an action-oriented cohort of COOs\, CTOs\, transformation leads\, and compliance heads shaping the next decade of wealth management.\nDemo Day — with purpose – Pitch your prototype or live AI use-case to peers\, partners\, and stakeholders — secure adoption pathways\, budget confidence\, and executive buy-in.\n\nWho’s the AI Leaders Incubator for? \nYou’re a senior leader — not a coder. No background in IT or data science required. You’re the decision-maker in your firm\, shaping digital strategy\, driving innovation\, and making the big calls on investment\, risk\, and transformation. You’re ready to turn data and AI into your next competitive advantage. The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real — embedding it into operations\, culture\, and strategy to deliver measurable business results. \nEnrolment \nEnrolment is now open for cohort one of the AI Leaders Incubator. Places are limited and are offered on a first-come\, first-served basis. \nStill have questions? \nPlease contact:\nPhilip Allen\, Head of Learning\nlearning@pimfa.co.uk \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-ai-leaders-incubator-programme/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,On Site Training
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