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PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
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£1,799.00 – £2,300.00
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18
Location: Virtual
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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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 18
Location: London excel
Since the Central Bank of Ireland proposed the introduction of the Senior Executive Accountability Regime and the broader Individual Accountability Framework, firms and individuals alike have been working hard to assess the changes required and the impact of the new regime on those affected. Due to the type and scale of the changes planned, this is likely to be one of the most impactful regulatory…
Free
Date & Time: 09th Aug 2023 (10:00 - 11:00)
Location: In Person
Since the FCA introduced plans for Consumer Duty, firms and individuals alike have been working hard to ensure they deliver against the new requirements. However, whilst there has been a lot of work put into implementing the cross-cutting rules, and the four consumer outcomes, very little has been said about the “employee” dimension, other than in respect of the Conduct Rules. If asked, would your…
Free
Date & Time: 17th Aug 2023 (10:00 - 11:30)
Location: In Person
Since the FCA introduced plans for Consumer Duty, firms and individuals alike have been working hard to ensure they deliver against the new requirements. However, whilst there has been a lot of work put into implementing the cross-cutting rules, and the four consumer outcomes, very little has been said about the “employee” dimension, other than in respect of the Conduct Rules. If asked, would your…
Free
Date & Time: 17th Aug 2023 (10:00 - 11:30)
Location: In Person
At St Andrew Square, Edinburgh, EH2 2AD The Enterprise Investment Scheme Association (EISA) is bringing together small businesses, investors, IFAs, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar, followed by a networking reception. The seminar is 4pm registration for 4.30pm start till 5.45pm at The…
Date & Time: 29th Aug 2023 (16:30 - 19:30)
Location: In Person
Demands on CASS firms have never been greater. Research shows that firms continue to fall foul of time-consuming and expensive CASS audits, and even those firms with a mature understanding of the CASS rules aren't immune to protracted discussions with their CASS Auditors. The problem often isn't with knowing the CASS rules - many strategies are well understood - but with execution and application. In…
Free
Date & Time: 07th Sep 2023 (11:00 - 12:00)
Location: In Person
At KPMG, One Snowhill Queensway, Birmingham, B4 6GH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Registration from 4pm Please register here Seminar Agenda (CPD qualifying)…
Date & Time: 20th Sep 2023 (16:00 - 19:30)
Location: In Person