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DTSTART;TZID=Europe/London:20260430T083000
DTEND;TZID=Europe/London:20260430T124500
DTSTAMP:20260627T222409
CREATED:20260224T094416Z
LAST-MODIFIED:20260521T124001Z
UID:352074-1777537800-1777553100@www.pimfa.co.uk
SUMMARY:M&A Due Diligence: Getting It Right Before (and After) the Deal
DESCRIPTION:Synergies stall.\nCosts rise.\nRegulatory issues emerge.\nValue leaks. \nIn 2026\, due diligence is no longer a technical exercise. It is a strategic capability and a competitive advantage. \nIn this high-impact\, half-day session led by Grant Thornton and supported by Farrer & Co.\, senior deal leaders will unpack how acquiring firms are upgrading financial\, regulatory\, operational and technology due diligence to protect margin\, reduce risk and accelerate growth. \nWhy attend*? \nThis is a practical\, peer-led session focused on real-world outcomes\, not theory. We will explore: \n• Where due diligence typically breaks down in wealth and advice transactions\n• The hidden risks that only emerge post-completion\n• How strong due diligence protects deal value and improves supervisory confidence\n• The operational and technology challenges that undermine synergy cases\n• What leading firms are doing differently in 2026 \nYou will also hear directly from senior industry leaders on the questions they wish they had asked before signing. \n*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion\, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met.
URL:https://www.pimfa.co.uk/event/ma-due-diligence-getting-it-right-before-and-after-the-deal/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Briefing,Learning
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DTSTART;VALUE=DATE:20260507
DTEND;VALUE=DATE:20260508
DTSTAMP:20260627T222409
CREATED:20260309T125702Z
LAST-MODIFIED:20260327T080148Z
UID:352884-1778112000-1778198399@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Morningstar Investment Conference UK – 7 May 2026\, London\nDon’t miss this must-attend event for UK financial advisers\, wealth managers\, and fund selectors! Join us for a full day of curated content\, expert insights\, and practical strategies from industry leaders to help future-proof your firm. Celebrate our 20th edition with us. \n🎟️ Early Bird tickets £19 until 7 April\, then £99. Secure your place today!
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-3/
CATEGORIES:Industry Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260519T083000
DTEND;TZID=Europe/London:20260520T160000
DTSTAMP:20260627T222409
CREATED:20250530T124312Z
LAST-MODIFIED:20260526T104646Z
UID:326904-1779179400-1779292800@www.pimfa.co.uk
SUMMARY:PIMFA Women's Symposium 2026
DESCRIPTION:PIMFA’s Women’s Symposium is one of our flagship (and award winning) tentpole events for the industry\, at which we gather hundreds of industry participants\, both women and male allies\, for two days of premium conference content on a range of subjects\, including personal development\, company culture\, the latest investment and technology trends\, and client management. The event aims to create a safe space for professionals to network\, learn and share best practice from across their professional world\, be it within investment management\, financial advice or wealth management. \nThis year’s event will feature over 50 sessions\, across five content streams\, through which our delegates can mix and match their event journey by joining various sessions at different points during the two days. The event will also be capped off by a networking dinner\, offering an excellent opportunity to connect with friends and colleagues. This year’s 80+ speaker agenda will include the following: \n\nThe main stage – for our headline content at the event we aim to shine a light on the biggest topics affecting the industry\, delivered by some of the most distinctive voices in the City and beyond. We take great pride in bring unique voices from both the financial services world\, and from outside of the City to give genuinely insightful perspectives to our audience.\n\n\nThe ‘Personal Development’ stream – in this stream we will be focussing on the individual and aiming to provide content that will not just help the professional\, but the person working in our industry. This stream will aim to provide content on both personal health topics\, and on best practice for career development.\n\n\nThe ‘Company Culture’ stream – developing an effective company culture can feel like a nebulous proposition; this stream will aim to address the impact of personal topics at work\, and how to ensure your workplace is positive and inclusive for staff. This stream will aim to provide content on both creating and maintaining an effective company culture\, and on competitive brand differentiation in an evolving world.\n\n\nThe ‘Investment Topics’ stream – this stream aims to get to the heart of the latest developments in investment products within our industry; what the latest trends are in investment trajectories\, and product developments for clients. This stream will aim to provide content on the latest investment trends\, and a substantive view of both domestic and international markets in a time of change.\n\n\nThe ‘Client Management’ stream – this stream focusses on the client and the changing nature of the financial adviser and wealth manager in the industry; both in terms of specific advisory trends\, and the changing nature of the industry. This stream will aim to provide content on both different client segments and their needs\, and on how to improve soft skills required for a client facing role.\n\n\nThe ‘Technology & Disruption’ stream – this stream focusses on the increased digitisation of our sector\, the impact of rapidly developing technology areas such as AI\, and how the future of our industry will be affected by these advancing changes. The stream will focus on both how new technologies are changing firms\, how products within the financial world are adapting\, and the impact on investors and clients.\n\nThe event has a great atmosphere\, and we recommend industry colleague from every walk of life to try it out – we really do think we have something for everyone. For a flavour of how the event feels\, see our highlight videos below from 2024 and 2025.  Join us – we can’t wait to welcome you into our community! \n  \nWatch the highlights from our 2024 and 2025 Women’s Symposium\n\n\n\n\n\n\n\n\n  \nThe 2024 & 2025 events were a huge success\, and we expect this event to sell out very quickly; early booking is highly recommended. Are you planning to book 5 or more tickets? Get in touch with the team at events@pimfa.co.uk  to discuss bespoke ticket packages. \nDo you have an interesting story to share\, or are you interested in exhibiting? We are still looking for speakers for the final agenda spots\, and a few sponsorship opportunities are also still open – if you’d like to be considered for either\, please email us on events@pimfa.co.uk to discuss it further. \nTo access the PIMFA member discount you will need to log in to your account first. If you don’t have a PIMFA account\, please create one at www.pimfa.co.uk/registration \nFor information on available hotels\, take a look at our interactive map  Launch Hotel Map \nFAQ’s can be found here
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2026/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260623T153000
DTEND;TZID=Europe/London:20260623T180000
DTSTAMP:20260627T222409
CREATED:20260513T072614Z
LAST-MODIFIED:20260604T150709Z
UID:358624-1782228600-1782237600@www.pimfa.co.uk
SUMMARY:Non Financial Misconduct Guidance Launch 2026
DESCRIPTION:On 1 September 2026\, the FCA’s new rules and guidance in relation to non-financial misconduct will come into effect\, reflecting the FCA’s increased emphasis on culture\, conduct and individual accountability. \nIf unchecked\, non-financial misconduct can harm individuals\, firms and confidence in financial services. \nAhead of the new rules and guidance\, PIMFA in partnership with CII and CISI and with the support of Clyde & Co have prepared guidance to help their members prevent and effectively deal with non-financial misconduct when it arises. \nWe are pleased to invite you to attend the launch of the guidance on Tuesday\, 23 June 2026\, from 4pm to 6pm at Clyde & Co. \nThe launch will start with a brief panel followed by networking and canapés. \nRegistration from 3.30pm; Discussion\, followed by networking and canapes 4pm to 6pm.
URL:https://www.pimfa.co.uk/event/non-financial-misconduct-guidance-launch-2026/
LOCATION:Clyde & Co\, St Botolph Building\, 138 Houndsditch\, London\, EC3A 7AR\, United Kingdom
CATEGORIES:Briefing,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260702T183000
DTEND;TZID=Europe/London:20260702T230000
DTSTAMP:20260627T222409
CREATED:20250616T104449Z
LAST-MODIFIED:20260529T143511Z
UID:327398-1783017000-1783033200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Dinner 2026
DESCRIPTION:Following the success of the PIMFA Annual reception\, we will be launching the brand new PIMFA Annual Dinner 2026\, taking place on July 2\, in London. \nThis flagship event promises to unite over 300 senior representatives spanning the breadth of the wealth\, investment services and  financial advice industry. Key figures from government\, regulatory bodies\, and  policy makers will also be in attendance.​ \nKey benefits of attending: \n\nNetworking – connect with senior representatives from across the industry\, regulators\, government and other stakeholder organisations.\nInsights: stay informed about the latest trends\, challenges and opportunities shaping the landscape of our sector.\nRelationship building: strengthen existing relationships and cultivate new connections.\nInspiration: gain valuable insights from industry leaders through conversations and speeches.\n\nPlease contact events@pimfa.co.uk for more information on how to book your table.
URL:https://www.pimfa.co.uk/event/pimfa-annual-dinner/
LOCATION:Intercontinental Park Lane\, One Hamilton Place\, London\, W1J 7QY\, United Kingdom
CATEGORIES:Dinner,PIMFA Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260924T080000
DTEND;TZID=Europe/London:20260924T170000
DTSTAMP:20260627T222409
CREATED:20251210T141914Z
LAST-MODIFIED:20260625T082955Z
UID:346439-1790236800-1790269200@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2026
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2026 will be returning in September! \nThis event\, one of the regular fixtures in the PIMFA calendar\, highlights key issues raised across our working groups\, and is aimed at compliance professionals in the investment management and financial advice world. The event brings together best in class sector speakers\, and a high-level audience who can engage with the experts to facilitate fruitful discussions on the latest issues affecting our sector. \nThe Compliance Conference will be live streamed on the day of the event and if joining virtually you will have the opportunity to ask questions to speakers and panellists. Those attending in person will have the opportunity to network with fellow industry colleagues\, speakers\, and sponsors. Dates\, sessions\, and speakers will be announced shortly. \nIf you have any questions or have any interest in speaking or sponsoring this event\, please contact events@pimfa.co.uk to find out more.
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2026/
LOCATION:Herbert Smith Freehills Kramer\, Exchange House\, Primrose St\, London\, EC2A 2EG\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261008T083000
DTEND;TZID=Europe/London:20261008T133000
DTSTAMP:20260627T222409
CREATED:20260609T080115Z
LAST-MODIFIED:20260625T100925Z
UID:360874-1791448200-1791466200@www.pimfa.co.uk
SUMMARY:PIMFA AI Summit 2026: Proving\, Scaling and Governing AI in Wealth Management
DESCRIPTION:This half-day summit is part of PIMFA’s AI Programme\, designed in partnership with Publicis Sapient\, to help Wealth Management firms translate AI investments into revenue outcomes and sustainable competitive advantage. \nMost firms have already proven AI can deliver value in isolated use cases. The next phase is scaling it across the enterprise and embedding it into how decisions are made across advice\, portfolios and operations. \nCompetitive advantage will not come from productivity gains alone\, but from the ability to make better decisions\, faster and with greater control. \nYou’ll hear from peers and sector experts on: \nGetting data and business context ready for scale\nOvercoming fragmented\, inconsistent data and enriching it with your firm’s understanding of clients\, markets\, products\, policies and historical decisions to create a reliable foundation for AI \nOrchestrating AI-driven decisioning systems\nEmbedding AI within advisor and operational workflows to augment decision-making with high-quality recommendations. \nScaling with governance and control\nPutting in place the oversight\, explainability and evidence regulators expect \nEvolving the operating model to execute safely and at scale\nAligning business\, technology and data teams\, and enabling advisors\, investment teams and operations functions to work effectively with AI to improve decisions and execution at scale \nWhat to prioritise in 2027 and beyond\nThe capabilities\, controls and workflow changes firms should focus on \nWho should attend \nThis summit is relevant for senior decision makers across UK wealth management with responsibility for AI strategy\, delivery and outcomes\, including: \nChief Information Officers\, Chief Technology Officers and Chief Digital Officers \nChief Data & AI officers \nChief Operating Officers and Heads of Operations \nHead of compliance and governance \nBusiness line leaders across advice\, trading and client service \nPlease note: Places are limited and designed for senior decision-makers of FCA-regulated firms. PIMFA reserves the right to decline registrations that are not aligned with the event’s seniority and focus. \nData sharing: By registering for this event\, your registration details may be shared with the event partners for the purposes of event administration and relevant follow-up. You can opt out of partner communications at any time by contacting the relevant event partner directly. \n 
URL:https://www.pimfa.co.uk/event/pimfa-ai-summit-2026-proving-scaling-and-governing-ai-in-wealth-management/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260627T222409
CREATED:20251215T105337Z
LAST-MODIFIED:20260204T134609Z
UID:346856-1795608000-1795633200@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2026
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-2026/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20271019T080000
DTEND;TZID=Europe/London:20271020T170000
DTSTAMP:20260627T222409
CREATED:20260514T133609Z
LAST-MODIFIED:20260625T094439Z
UID:359001-1823932800-1824051600@www.pimfa.co.uk
SUMMARY:PIMFA Women’s Symposium 2027
DESCRIPTION:The Women’s Symposium is PIMFA’s annual summit dedicated to the investment management\, financial advice and wealth management communities.\nAs one of our largest events\, and a dedicated ‘tentpole’ gathering for the sector\, the event is aimed to bring together a broad range of firm types and sizes\, role types\, and seniority levels. The multi-stream content covers everything from personal development and company culture topics\, to the latest insights in investment and client management\, as well as sessions dedicated to the evolution of new technologies in the sector. Our keynotes also bring together some of the biggest names in the industry\, with the event providing a safe space for women and male allies\, to gather and learn\, as well as engage in networking opportunities such as the event’s dinner.\nThe event has grown each year it has taken place\, with the 2027 edition set to be the biggest one yet. Our inaugural\, and award winning\, debut in 2024 featured 63 speakers and 300 delegates\, with our most recent 2026 edition set to feature almost 100 speakers\, and over 600 delegates. Book now to secure your place!
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2027/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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