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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:20260120T110000
DTEND;TZID=Europe/London:20260120T120000
DTSTAMP:20260113T132620Z
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:20260309T133935Z
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:20260309T134708Z
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:20260309T134947Z
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:20260416T120210Z
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:20260514T160948Z
CREATED:20260402T132811Z
LAST-MODIFIED:20260514T160948Z
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
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260728T110000
DTEND;TZID=Europe/London:20260728T120000
DTSTAMP:20260714T142340Z
CREATED:20260714T101949Z
LAST-MODIFIED:20260714T142340Z
UID:363787-1785236400-1785240000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: The Mills Review Explained: AI Governance\, Accountability and Risk
DESCRIPTION:On 6 July 2026\, the FCA published the Mills Review\, into the future impact of AI on retail financial services. The Review sets a clear direction for the sector: support AI adoption while strengthening governance\, accountability\, assurance and oversight. \nFor wealth managers\, the Review does not create a new rulebook. Consumer Duty\, SM&CR\, operational resilience and third-party risk remain the foundation. The challenge is understanding how those existing responsibilities apply as AI becomes more embedded in client journeys\, decision-making and outsourced technology. \nIn this free practical webinar\, we will examine:  \n\nWhat the Mills Review has genuinely changed. \nWhat it leaves unresolved for wealth managers.\nWhere firms may be most exposed across governance\, outsourcing and client outcomes. \nWhat boards\, Senior Managers\, Compliance and Risk teams should do now. \nThe questions firms should be asking before AI adoption accelerates further. \n\nNo hype. No distant predictions. Just the practical implications for PIMFA member firms. 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-the-mills-review-explained-ai-governance-accountability-and-risk/
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-the-mills-review-explained-ai-governance-accountability-and-risk/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260916T110000
DTEND;TZID=Europe/London:20260916T120000
DTSTAMP:20260826T115942Z
CREATED:20260826T112820Z
LAST-MODIFIED:20260826T115942Z
UID:368008-1789556400-1789560000@www.pimfa.co.uk
SUMMARY:HR Forum: Sexual Harassment: Is Your Firm Ready for 30 October?
DESCRIPTION:From 30th October 2026\, employers will face a significantly tougher duty to prevent sexual harassment in the workplace.  \nThe current requirement to take “reasonable steps” becomes a requirement to take “all reasonable steps” to prevent sexual harassment. Employers will also face new obligations relating to harassment of employees by third parties\, including clients and customers.  \nThat single word – all – matters.  \nAt the next PIMFA HR Forum\, delivered with the employment Team at Clyde & Co we’ll unpack what the changes mean in practice for HR and people leaders.  \nIn particular\, we’ll explore:  \n\n\nWhat changes on 30 October and how the new duty differs from the rules firms are operating under today.\nThe wider legal and regulatory background in which these changes are taking place.\n“Reasonable” vs “all reasonable” steps: what does the higher legal threshold actually mean and what are the expectations on employers\, two years in since the prevention duty was first introduced?\nPrevention\, not reaction: identifying risk before an incident or complaint occurs.\nClients\, customers and other third parties: where does your responsibility begin and end?\nPolicies\, training and reporting: what good looks like and where firms may be exposed.\nManagers and senior leaders: who owns this\, and what should they be able to demonstrate?\nEvidence: if challenged\, could your firm prove the preventative steps it has taken?\n\nJoin us on Wednesday 16th September to understand where the bar is moving and whether your current approach will clear it. 
URL:https://www.pimfa.co.uk/event/hr-forum-sexual-harassment-is-your-firm-ready-for-30-october/
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/hr-forum-sexual-harassment-is-your-firm-ready-for-30-october/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260930T110000
DTEND;TZID=Europe/London:20260930T120000
DTSTAMP:20260916T131836Z
CREATED:20260722T102749Z
LAST-MODIFIED:20260916T131836Z
UID:364790-1790766000-1790769600@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Future of AI in Professional services in Early Careers and beyond 2026
DESCRIPTION:AI will create the greatest value in professional services not when it is simply layered onto existing roles\, but when work is redesigned around a human and machine powered workforce. \nIn this webinar\, we will explore how AI is transforming professional services\, reshaping work design\, and prompting organisations to evolve their operating models\, skills and ways of working to become more resilient in an increasingly turbulent business environment.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-future-of-ai-in-professional-services-in-early-careers-and-beyond-2026/
CATEGORIES: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-future-of-ai-in-professional-services-in-early-careers-and-beyond-2026/
END:VEVENT
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