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Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
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£295.00 – £630.00
Date & Time: 11th Nov 2026 (8:30 - 18:00)
CPD: TBC
Location: Eversheds Sutherland
The SMF Regulatory Briefing Programme 2027 – All You Need to Know About Everything That Matters Most
PIMFA’s SMF (Senior Management Function) Regulatory Briefing Programme is a 12-month online leadership programme for time-strapped senior managers who need to cut through the regulatory noise and grasp, from a senior leader's perspective, how to better measure, manage, and monitor compliance and regulatory risks within their firm. …
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£950.00 – £1,050.00
Date & Time: 21st Jan 2027 (10:00) - 09th Dec 2027 (11:00)
CPD: 12
Location: Virtual
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Gain expert guidance on mastering transaction reporting requirements, ensuring compliance, and implementing best practices under evolving regulatory standards. …
£2,500.00 – £3,000.00
Date & Time: 08th Oct 2024 (10:00) - 29th Oct 2024 (12:30)
CPD: 10
Location: In Person
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In this FREE 60-minute webinar, Thistle Initiative’s experts unpack the FCA latest expectations, highlighting where and how PIMFA member firms must revisit their IFPR implementation and ICARA reporting to ensure the adequacy and operating effectiveness of your ICARA process follows good industry practice …
Free
Date & Time: 09th Oct 2024 (11:00 - 12:00)
Location: In Person
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Learn how to conduct fair value assessments that meet FCA Consumer Duty requirements. …
£400.00 – £500.00
Date & Time: 14th Oct 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
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Discover how artificial intelligence is reshaping wealth management, driving efficiency, enhancing client experiences, and unlocking new opportunities for growth. …
Free
Date & Time: 11th Nov 2024 (11:00 - 12:00)
Location: In Person
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Explore how firms can identify and support vulnerable clients while meeting – and exceeding – FCA expectations for fair treatment and robust compliance. …
Free
Date & Time: 18th Nov 2024 (11:00 - 12:00)
Location: In Person
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Explore the intersection of AI and employment law in Session 4 of the PIMFA HR Briefing 2024. …
Free
Date & Time: 19th Nov 2024 (11:00 - 12:00)
Location: In Person