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In wealth and advice, most deals don’t fail at completion. They fail months later. …
Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
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£1.00 – £1,100.00
Date & Time: 19th May 2026 (8:30) - 20th May 2026 (16:00)
CPD: TBC
Location: London Excel
This session will explore why collecting and analysing diversity data is essential for building an inclusive environment and gaining a competitive edge. …
Free
Date & Time: 10th Jul 2023 (10:00 - 11:00)
Location: In Person
Equipping Consumer Duty Champions and senior executives with the essential knowledge and practical guidance needed to discharge their accountabilities under the Consumer Duty framework. …
Free
Date & Time: 12th Jul 2023 (11:00 - 12:00)
Location: In Person
Ensure your firm is fully prepared for the Consumer Duty deadline, with practical guidance on meeting regulatory expectations and delivering good outcomes for clients. …
Date & Time: 27th Jul 2023 (11:00 - 12:00)
Location: In Person
Learn practical strategies for reducing stress and complexity in your CASS audit process, ensuring compliance and peace of mind for your firm. …
Free
Date & Time: 07th Sep 2023 (11:00 - 12:00)
Location: In Person
Understand the FCA’s SDR and investment labels requirements and learn how your firm can prepare for upcoming ESG regulations with practical steps for compliance and reporting. …
Free
Date & Time: 26th Sep 2023 (12:00 - 13:00)
Location: In Person
Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence. …
£2,750.00 – £3,750.00
Date & Time: 03rd Oct 2023 (9:00 - 12:30)
Location: In Person