BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//PIMFA - Building Personal Financial Futures - ECPv6.17.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:PIMFA - Building Personal Financial Futures
X-ORIGINAL-URL:https://www.pimfa.co.uk
X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:Europe/London
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20250330T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20251026T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20260329T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20261025T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20270328T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20271031T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20280326T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20281029T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20290325T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20291028T010000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260923T093000
DTEND;TZID=Europe/London:20261202T123000
DTSTAMP:20260629T132708Z
CREATED:20260302T133700Z
LAST-MODIFIED:20260629T132708Z
UID:353105-1790155800-1796214600@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2026
DESCRIPTION:Six live online sessions.\nFive lived-experience spotlights.\nOne sector standard.\nIn March 2025\, the FCA published its review of Customers in Vulnerable Circumstances. In April 2025\, PIMFA published its own ‘Understanding Customer Vulnerability’ Guide.   \n The Customer Vulnerability Learning Programme (CVLP) is the only training in the sector that integrates both.\nBuilt specifically for wealth managers\, private banks and advice firms\, the programme takes teams beyond awareness and into evidenced capability — helping firms meet FCA expectations\, strengthen Consumer Duty outcomes and build more consistent support for customers in vulnerable circumstances. \nThis is ideal for firms that need to build consistent capability across Compliance\, Consumer Duty\, Vulnerability\, Client Services\, Operations\, Risk and frontline teams. \nBuilt on FCA expectations. Proven with PIMFA members.\nCohort 1 launched last year and brought together 27 senior practitioners from leading wealth managers\, private banks and advice firms. Participants rated the programme 4.78/5 overall and 4.89/5 for relevance to their role. \nHere is what they told us: \n“The combination of lived experience from consumers and expert knowledge of the course tutors really added value across a challenging programme in a short space of time. Definitely worth the cost.” Head of Compliance\, Wealth Management firm.  \n“I would encourage anyone working with or involved in vulnerable client reviews to attend this course. Very knowledgeable and personable presenters\, good engagement from all participants\, and the lived experiences were really useful in understanding specific vulnerabilities from the client’s perspective — not just a business process. Absolutely recommend.” Consumer Duty Manager\, Private bank.  \n“As someone already passionate about vulnerable client characteristics\, this helped solidify the work already done\, what more is needed\, and gave affirmation that the journey I am leading our firm on as SME is the right one — and for the right reasons.” Vulnerability Lead\, Advice firm.  \nWhy does this matter now?\nThe regulator has made clear that firms must do more than identify vulnerable customers. They must be able to show how they are supporting them\, monitoring outcomes and improving practice. \nAs Alison Walters\, FCA Director of Consumer Finance\, has warned\, the FCA will use “the pointy end of our toolkit” where firms fall short. \nBand-aid solutions won’t cut it.  \nIdentification. Outcomes monitoring. MI. Staff capability. Product and service design. These are no longer isolated workstreams. They are part of the evidence-based firms that need to demonstrate that vulnerable customers are receiving the support they are entitled to. \nA unique learning programme for the wealth management sector\nLed by the award-winning vulnerability training team at The Money Advice Trust\, the programme is a full-on\, immersive\, root-and-branch training experience. It gives your firm the know-how to transform its processes\, systems\, and people\, and deliver better outcomes for customers in vulnerable circumstances. \nThe Programme will help your firm to: \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 \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nEmbed a customer-centric culture into how the firm operates day-to-day\n\nWho should attend?\nThis programme is designed for professionals working across: \nCompliance\, Consumer Duty\, Vulnerability\, Risk\, Operations\, Client services\, Advice and financial planning\, Training and competence\, Product and proposition\, Complaints and customer outcomes. It is particularly relevant for firms looking to move beyond policy statements and into practical\, firm-wide delivery. \nNext steps\nDownload the brochure to see how the programme can support your firm-wide vulnerability strategy. \n  \nFor this cohort\, firms can book one place and bring a colleague at no additional cost.\nUse code CXQ8HTTW at checkout to secure two places for the price of one.\nPIMFA Members should ensure they are logged in to access member pricing.
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-learning-programme-2026/
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/PIMFA-links_avatar_white_web-1.png
LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261014T093000
DTEND;TZID=Europe/London:20261118T110000
DTSTAMP:20260818T084003Z
CREATED:20260817T093634Z
LAST-MODIFIED:20260818T084003Z
UID:365813-1791970200-1794999600@www.pimfa.co.uk
SUMMARY:AI Leadership and Coaching Pathway
DESCRIPTION:AI is already inside wealth and advice firms\, in staff tools\, adviser workflows\, client servicing\, supplier platforms and board conversations.   \nThe FCA’s Mills Review confirms the direction of travel: AI will reshape retail financial services and raise sharper questions around consumer harm\, trust\, fraud\, cyber risk\, autonomy and oversight.  \nThat is why how you learn matters as much as what you learn.  \nMost AI programmes explain the technology. They do not help you practise the real decisions wealth and advice leaders face around suitability\, client outcomes\, vendor challenge\, Consumer Duty\, SM&CR and assurance.  \nPIMFA’s AI Leadership and Coaching Pathway is different.  \nBuilt specifically for wealth and advice\, it combines individual coaching\, peer learning and hands-on implementation. You will learn how to govern AI\, challenge suppliers\, evidence capability and turn use cases into controlled\, measurable value.  \nYou leave with practical tools\, a 90-day action plan and a before-and-after record that supports CPD\, internal assurance and senior-manager accountability.  \nThis pathway is designed for senior leaders and accountable managers across wealth management\, financial advice and investment services.  \nIt is particularly relevant if you are: \n\nAn SMF or SM&CR-accountable leader who needs AI capability you can demonstrate\, not just confidence you can claim.\nA head of risk or compliance building controls before problems arrive.\nA COO or operations leader looking for measurable efficiency\, not AI theatre.\nAn advice\, investment or proposition leader bringing AI into client workflows safely.\nA founder or owner who needs a practical AI operating approach without a large change team.\nA senior manager responsible for Consumer Duty\, outcomes monitoring\, assurance\, governance or vendor oversight.\n\n\nPlease note that this learning programme is hybrid: sessions 1 & 2 will be online and session 3 will be in-person in London (venue tbc).
URL:https://www.pimfa.co.uk/event/ai-leadership-and-coaching-pathway/
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-02-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261118T180000
DTEND;TZID=Europe/London:20261118T200000
DTSTAMP:20260724T090136Z
CREATED:20260715T080325Z
LAST-MODIFIED:20260724T090136Z
UID:363856-1795024800-1795032000@www.pimfa.co.uk
SUMMARY:UK Wealth Management M&A Networking Event: Insights\, Connections & Conversations Nov 2026
DESCRIPTION:Join us at Grant Thornton for an informal networking evening bringing together buyers\, sellers\, investors\, advisers and senior leaders from across the UK wealth management market. \nUK wealth management M&A continues to attract strong interest from consolidators\, private equity\, banks\, platforms and international buyers. But the market is becoming more selective. \nBuyers are looking beyond assets under management to understand the quality of advice\, strength of client relationships\, adviser dependency\, culture\, management capability\, regulatory history and the ability to integrate successfully. \nThis is an opportunity to make new connections\, exchange perspectives and discuss the trends shaping the next phase of consolidation\, including succession\, valuation\, integration\, adviser retention and sustainable growth. \nSpaces are limited\, so early registration is recommended.
URL:https://www.pimfa.co.uk/event/uk-wealth-management-ma-networking-event-insights-connections-conversations-nov-2026/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Learning
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/Networking-avatar_web_light.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20270204T081500
DTEND;TZID=Europe/London:20270204T103000
DTSTAMP:20260723T100335Z
CREATED:20260723T095906Z
LAST-MODIFIED:20260723T100335Z
UID:364930-1801728900-1801737000@www.pimfa.co.uk
SUMMARY:The Annual M&A Breakfast: Looking Back at 2026 — Setting the Pace for 2027
DESCRIPTION:As firms prepare for 2027\, this invitation-only PIMFA M&A Breakfast 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. \nOver breakfast at Farrer & Co\, we’ll: \n\nEngage with the FCA on their Consolidation Review findings.\nReview 2026 — what really drove deal flow\, valuations\, and integration outcomes.\nAssess the outlook for 2027 — 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-2026-setting-the-pace-for-2027/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/MA-logo-Favicon_white-favicon.png
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;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260527T111624Z
CREATED:20250828T083517Z
LAST-MODIFIED:20260527T111624Z
UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-01-scaled.png
END:VEVENT
END:VCALENDAR