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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
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
We are proud to announce that the PIMFA Compliance Conference 2023 will be taking place on September 21st, in London AND online. Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the experts, this conference will facilitate fruitful discussions with opportunity for questions and networking.…
£150.00 – £550.00
Date & Time: 21st Sep 2023 (9:00 - 17:00)
Location: In Person
With the FCA imminently publishing their final policy paper on sustainable investment product labelling, we take a look at how this might impact the Wealth & Advice industry and how firms can manage an ever-growing ESG regulatory agenda. Please join our PIMFA-hosted panel discussion with insights from leading industry representatives, as well as experts from Alpha FMC, a leading management consultancy for the wealth &…
Free
Date & Time: 26th Sep 2023 (12:00 - 13:00)
Location: In Person
At Tramshed Tech, Unit D, Pendyris St, Cardiff, CF11 6BH 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 17.30, followed by a breakout session and networking from 18.30 Ready Steady Grow Cardiff – sign up here…
Date & Time: 27th Sep 2023 (17:30 - 20:30)
Location: In Person
The UK Wealth Management market has grown rapidly over the last few years. However, while the drivers for growth are well known, the industry still faces many challenges affecting its way of growing sustainably and profitably. By attending this roundtable, we will discuss how the industry can: • Transform business models to simplify against complexity • Build scale to succeed and exceed growth and profitability…
Free
Date & Time: 28th Sep 2023 (8:30 - 10:30)
CPD: 1.5
Location: In Person