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DTSTART;TZID=Europe/London:20261002T090000
DTEND;TZID=Europe/London:20261002T133000
DTSTAMP:20260724T085736Z
CREATED:20260715T082127Z
LAST-MODIFIED:20260724T085736Z
UID:363862-1790931600-1790947800@www.pimfa.co.uk
SUMMARY:The Northern Wealth M&A Forum 2026: Building Regional Champions: Growth\, Succession and Integration October 2026
DESCRIPTION:The next phase of wealth-management consolidation will not be driven by London alone. \nAcross Manchester\, Leeds\, Liverpool\, Sheffield\, Newcastle and the wider North\, established advice and investment firms are facing decisions about succession\, organic growth\, external investment and whether to buy\, sell or remain independent. \nThis half day Northern Wealth M&A Forum brings together buyers\, sellers\, advisers and regional business leaders to explore what consolidation means for firms whose value is rooted in local relationships\, trusted advisers and strong regional brands. \nThis is not another conference focused only on valuations and deal volume. It is a practical discussion about finding the right partner\, protecting clients and employees\, accessing capital\, managing integration and building the next generation of Northern wealth-management firms.
URL:https://www.pimfa.co.uk/event/the-northern-wealth-ma-forum-2026-building-regional-champions-growth-succession-and-integration-october-2026/
LOCATION:Grant Thornton Manchester\, Landmark- St Peter's Square\, 1 Oxford Street\, Manchester\, M1 4PB\, United Kingdom
CATEGORIES:Forum,Learning
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261008T083000
DTEND;TZID=Europe/London:20261008T133000
DTSTAMP:20260625T100925Z
CREATED:20260609T080115Z
LAST-MODIFIED:20260625T100925Z
UID:360874-1791448200-1791466200@www.pimfa.co.uk
SUMMARY:PIMFA AI Summit 2026: Proving\, Scaling and Governing AI in Wealth Management
DESCRIPTION:This half-day summit is part of PIMFA’s AI Programme\, designed in partnership with Publicis Sapient\, to help Wealth Management firms translate AI investments into revenue outcomes and sustainable competitive advantage. \nMost firms have already proven AI can deliver value in isolated use cases. The next phase is scaling it across the enterprise and embedding it into how decisions are made across advice\, portfolios and operations. \nCompetitive advantage will not come from productivity gains alone\, but from the ability to make better decisions\, faster and with greater control. \nYou’ll hear from peers and sector experts on: \nGetting data and business context ready for scale\nOvercoming fragmented\, inconsistent data and enriching it with your firm’s understanding of clients\, markets\, products\, policies and historical decisions to create a reliable foundation for AI \nOrchestrating AI-driven decisioning systems\nEmbedding AI within advisor and operational workflows to augment decision-making with high-quality recommendations. \nScaling with governance and control\nPutting in place the oversight\, explainability and evidence regulators expect \nEvolving the operating model to execute safely and at scale\nAligning business\, technology and data teams\, and enabling advisors\, investment teams and operations functions to work effectively with AI to improve decisions and execution at scale \nWhat to prioritise in 2027 and beyond\nThe capabilities\, controls and workflow changes firms should focus on \nWho should attend \nThis summit is relevant for senior decision makers across UK wealth management with responsibility for AI strategy\, delivery and outcomes\, including: \nChief Information Officers\, Chief Technology Officers and Chief Digital Officers \nChief Data & AI officers \nChief Operating Officers and Heads of Operations \nHead of compliance and governance \nBusiness line leaders across advice\, trading and client service \nPlease note: Places are limited and designed for senior decision-makers of FCA-regulated firms. PIMFA reserves the right to decline registrations that are not aligned with the event’s seniority and focus. \nData sharing: By registering for this event\, your registration details may be shared with the event partners for the purposes of event administration and relevant follow-up. You can opt out of partner communications at any time by contacting the relevant event partner directly. \n 
URL:https://www.pimfa.co.uk/event/pimfa-ai-summit-2026-proving-scaling-and-governing-ai-in-wealth-management/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261008T100000
DTEND;TZID=Europe/London:20261008T150000
DTSTAMP:20260723T090851Z
CREATED:20260722T112600Z
LAST-MODIFIED:20260723T090851Z
UID:364659-1791453600-1791471600@www.pimfa.co.uk
SUMMARY:PIMFA London Regional- October 2026
DESCRIPTION:PIMFA roadshows provide members/non-members the opportunity to meet and listen to SME’s providing valuable insights on relevant industry topics.  Kindly hosted by  Computershare\, members of the PIMFA Policy Team will provide a topical update on the key regulatory\, policy and government developments affecting the wealth management and financial advice sector. Looking back at the major changes over the past 12–18 months and ahead to what’s coming next\, the sessions will highlight what matters most for firms and their clients\, the implications and opportunities\, and where the direction of travel is heading. \n1. Regulatory Change 2026 \nA practical review of the most significant regulatory developments over the past 12–18 months\, including Consumer Duty\, CCI\, targeted support\, the MPS review and wider FCA initiatives. The session will explain what has changed\, what PIMFA’s view has been\, the impact on firms\, and what firms should be preparing for next. \n2. Policy\, Government and Regulatory Outlook\nA forward-looking session exploring the government’s and regulators’ agenda for the sector. Covering reforms such as targeted support\, limited scope advice and wider Financial Services and Markets Bill changes\, it will examine how policy and regulation are increasingly working together to close the advice gap\, what this means for firms and clients\, and the key developments to watch over the coming year. \n3. Cyber Security\nWe will also have a guestspeaker from  Consulium Broking who will provide Cyber Security Overview. \nAgenda will be finalised and placed here in due course. 
URL:https://www.pimfa.co.uk/event/pimfa-london-regional-october-2026/
LOCATION:Computershare\, Moor House\, 120 London Wall\, London\, EC2Y 5ET\, United Kingdom
CATEGORIES:PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261022T090000
DTEND;TZID=Europe/London:20261022T180000
DTSTAMP:20260724T084528Z
CREATED:20260629T074141Z
LAST-MODIFIED:20260724T084528Z
UID:362893-1792659600-1792692000@www.pimfa.co.uk
SUMMARY:The AI Leaders Incubator Programme Oct 2026
DESCRIPTION:2023 woke us up to AI.\n2024 got us experimenting with AI.\n2025 proved what’s possible.\n2026 is when wealth managers scale AI with discipline\, confidence and measurable ROI.\nMost firms are no longer asking whether AI matters. They are asking where it delivers real value\, how to govern it properly\, and how to move beyond pilots without creating new risk. \nThat is where the PIMFA AI Leaders Incubator Programme comes in. \nDelivered in partnership with Publicis Sapient\, this hands-on\, one-day programme is designed for senior leaders in wealth and advice who need to turn AI ambition into practical\, defensible action. It is not a conference\, not passive learning\, and not AI theatre. It is a working environment where firms test ideas\, shape use cases\, build business cases and leave with a clearer route to execution. \nCohorts 1 & 2 in February and June 2026 have already shown what this can unlock. \nLeaders with little or no coding experience from firms including Quilter\, Evelyn Partners and Absolute Financial reported a 50% increase in confidence in sponsoring or constructively challenging AI initiatives inside their firms. \n100% said the Incubator improved their ability to identify strong AI use cases and strengthened cross-functional collaboration. \n75% said it improved their ability to prioritise AI initiatives based on risk and value. \nWhat participants valued most: \nA more actionable way to think about risk and prioritisation\nGreater confidence to think bigger about AI\, without losing control\nPractical tools to build a compelling business case\nA clearer blueprint for turning ambition into implementation\nCohort 1 left with more than inspiration. They left with a clearer grip on risk\, a stronger business case for action and greater confidence in how to turn AI ambition into practical progress. \n“A more actionable way to tackle risk and prioritisation.” \n“Permission to think bigger about what AI could do\, without losing sight of human oversight\, validation and learning.” \n“The right tools to build a compelling business case for AI\, grounded in meaningful\, practical value across the business.” \n“A clearer sense that while AI can feel new and overwhelming\, implementation is tangible and practical if you follow a blueprint\, test\, learn and build with intent.” \nThe Incubator is built to help senior leaders answer the questions that matter most: \nWhere can AI genuinely improve performance?\nWhich use cases are worth backing?\nHow do we balance opportunity\, risk and regulation?\nHow do we build a credible business case for action?\nAs an Incubator participant\, you’ll work alongside seasoned AI practitioners and peers to develop use cases\, test ideas\, strengthen governance thinking and build a more confident narrative for change inside your firms. \nAs a senior leader\, you’ll leave the Incubator with: \nclearer\, higher-value AI use cases\nstronger cross-functional alignment\na sharper view of risk\, value and prioritisation\ngreater confidence to sponsor\, challenge and lead AI initiatives internally\nWho’s the AI Leaders Incubator for? \nYou’re a senior leader\, not a coder. No background in IT or data science required. You’re the decision-maker in your firm\, shaping digital strategy\, driving innovation\, and making the big calls on investment\, risk\, and transformation. You’re ready to turn data and AI into your next competitive advantage. The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real\, embedding it into operations\, culture\, and strategy to deliver measurable business results. \nEnrolment \nEnrolment is now open for Cohort 2 of the AI Leaders Incubator. Places are limited to one senior leader per firm and will be allocated on a first-come\, first-served basis. Please note that each applicant’s level of seniority will be reviewed by PIMFA and admission will be subject to our final approval. \nStill have questions? \nPlease contact:\nPhilip Allen\, Head of Learning\nlearning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/the-ai-leaders-incubator-programme-oct-2026/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Incubator,Learning,Programmes
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261111T081500
DTEND;TZID=Europe/London:20261111T183000
DTSTAMP:20260723T092920Z
CREATED:20260713T134705Z
LAST-MODIFIED:20260723T092920Z
UID:363412-1794384900-1794421800@www.pimfa.co.uk
SUMMARY:Pensions and Retirement Planning Conference 2026
DESCRIPTION:Over the past two decades\, the UK pensions landscape has undergone one of the most significant periods of reform in its history. Faced with an ageing population\, increasing life expectancy\, evolving patterns of work\, and growing pressure on public finances\, governments of all political persuasions have reshaped the way we save for and experience retirement. From automatic enrolment and the introduction of the new State Pension to pension freedoms and ongoing reforms aimed at improving outcomes\, the retirement journey has become more flexible—but also more complex. \nWith pension wealth now representing one of the largest stores of household wealth in the UK\, the decisions made today will have profound implications for individuals\, employers\, advisers\, and policymakers alike. This conference will explore the forces driving change and consider the opportunities and challenges that lie ahead. \nJoin us on November 11th to hear from leading experts on: \n\nHow the retirement market is going to drive the advice industry for the next 20 years\nClosing the advice gap – discussion on targeted support and simplified advice and the use of AI\nCreating flexible retirement strategies in uncertain market conditions\nChanging demographics and the need to adapt\nHow much does policy affect the delivery of client facing financial advice?
URL:https://www.pimfa.co.uk/event/pensions-and-retirement-planning-conference-2026/
LOCATION:Eversheds Sutherland\, 1 Wood Street\, London\, EC2V 7WS\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261118T180000
DTEND;TZID=Europe/London:20261118T200000
DTSTAMP:20260724T090136Z
CREATED:20260715T080325Z
LAST-MODIFIED:20260724T090136Z
UID:363856-1795024800-1795032000@www.pimfa.co.uk
SUMMARY:UK Wealth Management M&A Networking Event: Insights\, Connections & Conversations Nov 2026
DESCRIPTION:Join us at Grant Thornton for an informal networking evening bringing together buyers\, sellers\, investors\, advisers and senior leaders from across the UK wealth management market. \nUK wealth management M&A continues to attract strong interest from consolidators\, private equity\, banks\, platforms and international buyers. But the market is becoming more selective. \nBuyers are looking beyond assets under management to understand the quality of advice\, strength of client relationships\, adviser dependency\, culture\, management capability\, regulatory history and the ability to integrate successfully. \nThis is an opportunity to make new connections\, exchange perspectives and discuss the trends shaping the next phase of consolidation\, including succession\, valuation\, integration\, adviser retention and sustainable growth. \nSpaces are limited\, so early registration is recommended.
URL:https://www.pimfa.co.uk/event/uk-wealth-management-ma-networking-event-insights-connections-conversations-nov-2026/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Learning
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260713T114745Z
CREATED:20251215T105337Z
LAST-MODIFIED:20260713T114745Z
UID:346856-1795608000-1795633200@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2026
DESCRIPTION:The event is open to senior member firm colleagues and strictly by invitation only. The aim is to provide a forum where relevant content will be presented and an opportunity for you to network with your peers will be provided. \nThe event is open to Wealth Management firms CEOs and nominated guests only. \nIf you have any interest in sponsoring or have any questions about this event please email events@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/senior-leadership-summit-2026/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20270204T081500
DTEND;TZID=Europe/London:20270204T103000
DTSTAMP:20260723T100335Z
CREATED:20260723T095906Z
LAST-MODIFIED:20260723T100335Z
UID:364930-1801728900-1801737000@www.pimfa.co.uk
SUMMARY:The Annual M&A Breakfast: Looking Back at 2026 — Setting the Pace for 2027
DESCRIPTION:As firms prepare for 2027\, this invitation-only PIMFA M&A Breakfast brings together senior executives from both acquiring and selling firms to reflect on lessons from the past year and explore the emerging deal drivers\, risks\, and opportunities. \nOver breakfast at Farrer & Co\, we’ll: \n\nEngage with the FCA on their Consolidation Review findings.\nReview 2026 — what really drove deal flow\, valuations\, and integration outcomes.\nAssess the outlook for 2027 — pipeline health\, financing conditions\, diligence hot-spots\, culture and people risks\, and the FCA’s supervisory focus areas.\nConsider what acquirers will pay for — and what they will walk away from — in the year ahead\n\nPlease note: this is an invitation-only event. PIMFA reserves the right to politely decline registrations from individuals who do not meet the intended seniority or role criteria for this event.
URL:https://www.pimfa.co.uk/event/the-annual-ma-breakfast-looking-back-at-2026-setting-the-pace-for-2027/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20271019T080000
DTEND;TZID=Europe/London:20271020T170000
DTSTAMP:20260710T111806Z
CREATED:20260514T133609Z
LAST-MODIFIED:20260710T111806Z
UID:359001-1823932800-1824051600@www.pimfa.co.uk
SUMMARY:PIMFA Women’s Symposium 2027
DESCRIPTION:The Women’s Symposium is PIMFA’s annual summit dedicated to the investment management\, financial advice and wealth management communities.\nAs one of our largest events\, and a dedicated ‘tentpole’ gathering for the sector\, the event is aimed to bring together a broad range of firm types and sizes\, role types\, and seniority levels. The multi-stream content covers everything from personal development and company culture topics\, to the latest insights in investment and client management\, as well as sessions dedicated to the evolution of new technologies in the sector. Our keynotes also bring together some of the biggest names in the industry\, with the event providing a safe space for women and male allies\, to gather and learn\, as well as engage in networking opportunities such as the event’s dinner.\nThe event has grown each year it has taken place\, with the 2027 edition set to be the biggest one yet. Our inaugural\, and award winning\, debut in 2024 featured 63 speakers and 300 delegates\, with our most recent 2026 edition set to feature almost 100 speakers\, and over 600 delegates. Book now to secure your place!
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2027/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260527T111624Z
CREATED:20250828T083517Z
LAST-MODIFIED:20260527T111624Z
UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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