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What’s now possible for wealth firms when AI meets Consumer Duty? …
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Free
Date & Time: 22nd Jun 2026 (8:45 - 13:30)
Location: Marloo UK Ltd
The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual Dinner 2026. …
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£450.00 – £550.00
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane
Session 5 focuses on practical strategies for leading with authenticity, building trust, and inspiring teams in a rapidly evolving financial services landscape. …
Free
Date & Time: 12th Jan 2023 (16:30 - 17:30)
Location: In Person
Join us for an engaging day of insights and networking at the PIMFA Bristol 2023 Regional Roadshow. Bringing together industry experts and peers to explore the latest developments shaping wealth management and financial advice. …
Free
Date & Time: 28th Feb 2023 (10:30 - 15:30)
CPD: 3
Location: In Person
Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature: -️ Alistair Marsden (Director, Nova Growth Capital) -️ Jeffrey Faustin (Chief Investment Officer, Jenson) -️ Jessica Fox (Business Development Manager, Haatch) -️ Sunil Shah (CEO, o2h Ventures) During the webinar, our host…
Free
Date & Time: 08th Mar 2023 (10:00 - 11:00)
Location: In Person
Can convenient messaging improve the service experience enough to drive topline growth for wealth managers, banks, and advisors? The answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded, but the issue of data security is front and centre of clients’ minds. Join Jens Rabe, Chief Operating Officer at Unblu and Jeremy Barnes, RVP…
Free
Date & Time: 08th Mar 2023 (15:00 - 17:00)
Location: In Person