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DTSTART;TZID=Europe/London:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260420T020102
CREATED:20251119T102757Z
LAST-MODIFIED:20251120T130307Z
UID:251075-1763510400-1763510400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Sustainable Finance Policy: Where are We What’s Next?
DESCRIPTION:Fayyaz Muneer leads the team in HM Treasury responsible for green and green and sustainable finance. He will set out the latest on key issues like sustainability disclosures\, ESG ratings\, the green taxonomy\, and transition plans
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sustainable-finance-policy-where-are-we-whats-next/
CATEGORIES:Webinars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251119T000000
DTEND;TZID=Europe/London:20251119T000000
DTSTAMP:20260420T020102
CREATED:20251119T102548Z
LAST-MODIFIED:20251120T130143Z
UID:210804-1763510400-1763510400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Supporting your clients with Year-end tax planning
DESCRIPTION:Wealth Managers don’t have to resort to Black Friday deals to improve their service offering. Year-end tax returns provide the ideal opportunity for Wealth Managers to demonstrate value simplifying the tax return process of high-net-worth clients they serve. \nIn this FREE 60-minute webinar Aiden Corcoran\, Personal Tax Senior at GoSimpleTax\, explains how PIMFA member firms can\, from a tax perspective\, better serve their clients delving into Cryptocurrency whilst providing much-needed support on Inheritance tax and pensions. \nIn this webinar\, we discuss how Wealth Managers can: \n\nOffer tax planning to boost the value of their service.\nUnderstand further serve and understand their clients’ needs regarding Crypto Tax and Pensions.\nWork with their HNW clients on inheritance tax and/or EIS\, SEIS and VCT
URL:https://www.pimfa.co.uk/event/pimfa-webinar-supporting-your-clients-with-year-end-tax-planning/
CATEGORIES:Learning,Webinars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251113T000000
DTEND;TZID=Europe/London:20251113T000000
DTSTAMP:20260420T020102
CREATED:20251113T160734Z
LAST-MODIFIED:20251120T133237Z
UID:268091-1762992000-1762992000@www.pimfa.co.uk
SUMMARY:PIMFA Learning: PwC Consumer Duty Series- Session 1: Testing consumer outcomes
DESCRIPTION:The Duty requires firms to help customers achieve good outcomes\, and to report on this annually. Consequently\, firms must be able to measure if they are achieving good outcomes for their customers. \nThis workshop will focus on: \n• Helping firms consider the design considerations for testing each of the four outcomes.\n• Considering what data will be required for monitoring and testing outcomes.\n• Considering what actions may be required to remediate poor outcomes.
URL:https://www.pimfa.co.uk/event/pimfa-learning-pwc-consumer-duty-series-session-1-testing-consumer-outcomes/
CATEGORIES:Learning,Live Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251113T000000
DTEND;TZID=Europe/London:20251113T000000
DTSTAMP:20260420T020102
CREATED:20251113T111508Z
LAST-MODIFIED:20260327T080202Z
UID:95818-1762992000-1762992000@www.pimfa.co.uk
SUMMARY:Associate Members Update\, London September 2020
DESCRIPTION:We will explore topics such as regulation\, operations\, taxation etc and provide an opportunity to discuss with PIMFA staff specific issues important to the membership. \nThis event also showcases our ongoing events and publications programme providing examples of how Associates can engage with Members and maximise the value they receive from their membership. \nAttendees will also benefit from networking opportunities with other industry professionals over a drinks reception.
URL:https://www.pimfa.co.uk/event/associate-members-update-london-september-2020/
CATEGORIES:Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251113T000000
DTEND;TZID=Europe/London:20251113T000000
DTSTAMP:20260420T020102
CREATED:20230328T181526Z
LAST-MODIFIED:20251113T155051Z
UID:273441-1762992000-1762992000@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Consumer Duty Series - Session 3: MI\, Reporting and Governance
DESCRIPTION:With fundamental regulatory change like the introduction of the Consumer Duty\, the problem for firms both large and small often isn’t with planning – many strategies are well developed – but with execution. The Consumer Duty series tackles the implementation of Consumer Duty head-on to provide PIMFA member firms with a well-structured approach for Project Leads\, Compliance & Risk Heads alongside Senior Managers to confidently meet the July deadline. \nYou will return from each of the three sessions with a set of tools and approaches you can use to: \n\n\n\nImprove your ability to organise\, manage\, and prioritise the key requirements of the Duty\nAnticipate and avoid pitfalls that could derail your project plan.\nRespond to FCA’s latest announcements and instructions.\nAddress your firm’s most critical Consumer Duty issues.\nFeedback and answers to your Consumer Duty execution challenges\n\n\n\nSession Three: MI\, Reporting and Governance \nThe Consumer Duty expects firms to monitor and regularly review the outcomes that customers are experiencing\, identify sources of poor outcomes and harm\, and make necessary changes to products and services.  Boards are expected to oversee the implementation of the Duty\, and to annually confirm their firm’s adherence to the rules.  Firms must develop their own reporting and governance structures to achieve this. \nThis session (that you can attend in person or online) will focus on: \n\n\n\nHow firms can develop Consumer Duty MI\, reporting and governance that covers the appropriate products\, services\, touch points and customer types for their unique activities.\nHow the Board can demonstrate that making good outcomes for consumers is central to their firm’s culture\, strategy and business objectives.\n\n\n\nBy the end of this session\, you will: \n\n\n\nGet clarity on the different data to be collected across each of the key Consumer Duty outcomes\nIdentify and bridge gaps in your MI\nDevelop actionable and understandable MI\, that meets regulator expectations\nConsumer Duty obligations will require different data to be collected across each of the key Consumer Duty outcomes\nLearn\, from our own research\, how firms intend to use MI to evidence good consumer outcomes\nKnow how to join the data dots up between different areas of your business to form a coherent Board report\n\n\n\nFormat and approach \nYou can attend this two-hour in-person session at the PwC London office or online. However you choose to participate\, this session is run as an interactive learning experience that brings the research and experience of the PwC Wealth Management team together with senior managers who want to strengthen their firms’ approach to Consumer Duty implementation. In this online workshop\, you will be broken into smaller discussion groups to work through exercises\, discuss scenarios and collaborate with your peers on solutions to overcome even your most challenging execution obstacles.
URL:https://www.pimfa.co.uk/event/cdsession3/
CATEGORIES:Learning,Live Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251112
DTEND;VALUE=DATE:20251113
DTSTAMP:20260420T020102
CREATED:20250723T094233Z
LAST-MODIFIED:20251208T100207Z
UID:332762-1762905600-1762991999@www.pimfa.co.uk
SUMMARY:The Wealth Management Financial Crime Compliance Learning Programme – Meeting FCA Expectations in 2025 and Beyond
DESCRIPTION:The Challenge  \nThe fight against financial crime never stops.   \nA rapidly changing threat landscape\, alongside increasing regulatory demands\, challenges all wealth managers and advice firms to craft an effective and efficient anti-financial crime compliance programme that is not only proportionate to their risk environment and commensurate with the size and nature of their operation but also fully compliant with FCA expectations.   \nThe Solution  \nPIMFA’s monthly Wealth Management Financial Crime Compliance Learning Programme ensures senior managers\, MLRO/DMLOs\, Heads of Compliance\, compliance officers and legal professionals don’t just keep up to date with key changes and regulatory deadlines\, but develop the clarity\, direction and insight they need to design an effective and efficient anti-financial crime control framework that protects their firm\, creates value and enhances revenue opportunities. The programme offers examples of industry best practice solutions on issues like firm-wide risk assessments\, transaction monitoring\, PEPs\, sanctions and adverse media.   \nBenefits for you  \nThis monthly CPD-approved programme develops your skills and competencies to:  \n\nEffectively implement and respond to FCA requirements \nIdentify and address vulnerabilities in your approach to financial crime compliance \nThoroughly prepare your firm to respond to key regulatory changes in 2025 and beyond \nEnsure your enterprise-wide risk assessment focuses on real risks and drives positive organisational change \nFollow industry best practice approaches to KYC\, CDD\, EDD and ODD\nCalibrate your financial crime controls\, policies and control frameworks to your firm’s risk profile \n\nBenefits for your firm  \nFor your firm\, this programme:  \n\nDelivers clarity\, structure\, and confidence that your approach to financial crime compliance keeps pace with changing regulatory expectations. \nChallenges you to identify and make essential changes to the firm’s approach to financial crime compliance before the FCA does.\nOptimises your three lines of defence to mitigate financial crime risk management gaps and duplication of unnecessary risk coverage Supports leaders to design and deploy a financial crime compliance strategy that supports business growth.  \nProvides practical advice on developing an enterprise-wide risk assessment to focus on real risks to drive positive organisational change.\n\nExpert-led learning and support  \nCo-created with former regulators and industry experts from advisory firm Avyse Partners\, senior legal professionals at Shoosmiths and technologists from Malverde and ID Pal\, this programme delivers real-time insights and practical lessons drawn from their direct work with firms and ongoing dialogue with the FCA. Through their collective wisdom and experience\, you’ll gain access to proven tools\, strategies\, and analytical frameworks you can immediately use to manage financial crime risks in your firm proactively.   \nIs this programme for you? \nStaying ahead of financial crime is essential. Whether you’re managing an incident or meeting regulatory obligations\, thinking ahead can make all the difference. This timely and topical programme combines thinking with doing\, providing a comprehensive set of strategic and practical skills to ensure your compliance is both resilient and responsive. You’ll learn invaluable tools and tactics that you can implement straight away — whether dealing with internal stakeholders\, the board or the regulator. \nIndividuals who will gain most from this programme include\, but are not limited to: \n\nHeads of Compliance\nMoney Laundering Reporting Officer (MLRO)\nDeputy Money Laundering Officer (DMLRO)\nHeads of Legal and Regulatory Change\nManagers with responsibility for fraud\, financial crime and AML controls\nRisk Managers\nAdvisory and Investigation roles\nInternal Audit and Regulatory staff\n\nThis programme is for you if you want to: \n\nReduce your risk exposure: Our instructors are ‘in the trenches’ every day identifying and mitigating risks for firms – update your learning to reflect what’s happening now\, not last year.\nDo what matters most: As a financial crime compliance professional you’re up against it\, we get it. Each session provides you with clarity and focus to separate the urgent from the important.\nSpot risks before they become threats: Work hand-in-hand with trusted experts to avoid regulatory misalignment and best meet your financial crime.\nBecome a more effective financial crime compliance leader: A robust blend of presentations\, case studies\, debates and small group discussions are key programme features that will help you learn to think on your feet\, sharpen your analytical skills\, and make critical decisions in real-time.\nBenchmark your compliance efforts: See how your firm’s approach to financial crime stacks up against industry standards and peers across various aspects\, including sanctions\, money laundering\, fraud and cyber crime.\nDemonstrate your commitment to continuous learning: Knowledge is power with this CISI-approved programme that gives you 12 CPD hours.
URL:https://www.pimfa.co.uk/event/the-pimfa-wealth-management-financial-crime-compliance-programme-meeting-fca-expectations-2025/
CATEGORIES:Learning,Programmes
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251106T093000
DTEND;TZID=Europe/London:20251106T113000
DTSTAMP:20260420T020102
CREATED:20250724T082233Z
LAST-MODIFIED:20250916T115747Z
UID:332873-1762421400-1762428600@www.pimfa.co.uk
SUMMARY:Market Abuse 2025 refresher for Wealth Managers
DESCRIPTION:The FCA continues to focus on market abuse\, and its messages and publications indicate that it is not looking to turn the heat down anytime soon. \nThe regulator expects all wealth management firms to have a deep understanding of their market abuse risk and build control frameworks that are both proportionate and effective. However\, recent market abuse reviews by Ocorian’s Regulatory & Compliance  practice indicate that they are struggling to properly assess\, understand\, and articulate the specific market abuse risks inherent in their business. \nIn this live\, two-hour interactive\, online training course  Ocorian consultants reveal how wealth firms can effectively meet their obligations to detect and prevent market abuse\, from setting adequate surveillance frameworks to ensuring they have appropriate governance arrangements in place. \nBy attending this two-hour refresher session\, you will be able to: \n\nGrasp what the FCA expects from you to prevent market abuse in 2025\nUnderstand where wealth firms fall short of FCA expectations\nRecognise and address common market abuse risk areas in your firm\nImprove your monitoring ongoing compliance risk\n\nAs with all our PIMFA live online learning sessions\, we provide ‘surgery’ time at the end of this session with the trainer to support you applying what you’ve learnt immediately back into your firm. \n*You may bring along a colleague FREE to this course\, please book 2 places and use code 9qwytrsu at checkout for 50% off.
URL:https://www.pimfa.co.uk/event/pimfa-live-learning-market-abuse-2025-refresher-for-wealth-managers-2025/
CATEGORIES:Learning,Live Learning
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LOCATION:https://www.pimfa.co.uk/event/pimfa-live-learning-market-abuse-2025-refresher-for-wealth-managers-2025/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251105T090000
DTEND;TZID=Europe/London:20251105T120000
DTSTAMP:20260420T020102
CREATED:20250808T090030Z
LAST-MODIFIED:20251021T122715Z
UID:334409-1762333200-1762344000@www.pimfa.co.uk
SUMMARY:PIMFA Roundtable: AI in Wealth Management 2025
DESCRIPTION:This invite-only event brings together leaders from across the PIMFA membership to discuss practical AI use cases\, ethical and compliance considerations and tangible value creation. Expect deep insights from AI software houses\, honest conversations between member firms\, and thus equipping participants to make better choices about where to take their firm – all under Chatham House rules. \nWho Should Attend: \n\nCOOs and CTOs\nCompliance & Risk Leaders\nHeads of Digital & Innovation\nSenior Wealth Managers and Planners\n\nWhat’s Included: \n\nBreakfast networking\nExpert panel sessions\nInteractive roundtables\nAction-oriented takeaways\nComplimentary lunch\n\nPlease note that places are limited and allocated on a first-come\, first-served basis
URL:https://www.pimfa.co.uk/event/pimfa-roundtable-ai-in-wealth-management/
LOCATION:Farrer & Co\, 55- 56 Lincoln's Inn Fields\, London\, WC2A 3LJ
CATEGORIES:Learning,Roundtables
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GEO:51.5171829;-0.1165565
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Farrer & Co 55- 56 Lincoln's Inn Fields London WC2A 3LJ;X-APPLE-RADIUS=500;X-TITLE=55- 56 Lincoln's Inn Fields:geo:-0.1165565,51.5171829
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251021T110000
DTEND;TZID=Europe/London:20251021T120000
DTSTAMP:20260420T020102
CREATED:20250916T144706Z
LAST-MODIFIED:20250918T125715Z
UID:338381-1761044400-1761048000@www.pimfa.co.uk
SUMMARY:PIMFA HR Briefing 2025: From Policy to Practice: HR’s Role in FCA Misconduct Rules
DESCRIPTION:Non-financial misconduct is under comprehensive scrutiny from all fronts. \nFrom 1 September 2026\, wealth and advice firms will be subject to the FCA’s tougher stance on non-financial misconduct. This means that serious cases of bullying\, harassment\, or violence that lead to disciplinary action must be reported to the regulator\, not just handled internally. \nIn this FREE 60-minute webinar\, employment lawyers Chris Holme and Anousheh Bromfield of Clyde & Co cut through the complexity to show HR professionals what the change in the Rules mean in practice\, how to update policies and investigations\, and how to balance employment law with regulatory duties\, and how to deal with non-financial misconduct between now and when the new Rules come into force.\nAttending this session will help HR professionals: \n1. Understand the FCA’s broadened remit on non-financial misconduct and its implications for HR.\n2. Ensure compliance ahead of the new rules taking effect next year and understanding what to do in the interim.\n3. Map the impact of the new rules on your policies\, procedures and frameworks\n4. Get started on assessing current COCON and FIT frameworks to identify gaps against new rules and proposed guidance\n5. Distinguish between misconduct that is purely HR-managed and that which must be reported to the FCA.
URL:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-from-policy-to-practice-hrs-role-in-fca-misconduct-rules/
CATEGORIES:HR Briefing,Learning
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ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-from-policy-to-practice-hrs-role-in-fca-misconduct-rules/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251016T140000
DTEND;TZID=Europe/London:20251016T173000
DTSTAMP:20260420T020102
CREATED:20250818T084302Z
LAST-MODIFIED:20251120T160547Z
UID:335140-1760623200-1760635800@www.pimfa.co.uk
SUMMARY:Culture & Inclusion Roundtable Event
DESCRIPTION:PIMFA\, as a longtime advocate of DE&I\, both for its ethical merits\, and a deep seated belief in its importance for a well performing business culture.  We will be hosting a half day roundtable in October\, under Chatham house rules\, to facilitate a dialogue and through discussions of good practices identify what firms are doing to create inclusive cultures\, the impact it is creating and  what companies are doing to remain true to their values and overcome challenges and pushback. \nPIMFA CEO Liz Field\, and PIMFA Chair\, The Rt. Hon John Gummer\, Lord Deben\, will be speaking to the subject and hosting roundtable discussions on this important topic with additional guest speakers being drawn from previous winners of the PIMFA D&I Awards\, to discuss their pragmatic advice on inclusion implementation and the changing landscape. If you have an interest in the subject\, we encourage you to book your place sooner rather than later\, as ticket numbers will be restricted. This event is free for PIMFA members. \n 
URL:https://www.pimfa.co.uk/event/culture-inclusion-roundtable-event/
LOCATION:Howden\, One Creechurch Ln\, London\, EC3A 5AF\, United Kingdom
CATEGORIES:Learning,PIMFA Events,Roundtables
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251014T093000
DTEND;TZID=Europe/London:20251014T113000
DTSTAMP:20260420T020102
CREATED:20250729T133105Z
LAST-MODIFIED:20251106T150536Z
UID:333551-1760434200-1760441400@www.pimfa.co.uk
SUMMARY:Getting Financial Promotions Right in a Post Consumer Duty ERA
DESCRIPTION:PIMFA member firms take note. \nIn 2024\, the FCA identified and intervened against around 20\,000 non-compliant financial promotions from authorised firms and has recently deployed new technology to shut down or block 1\,600 websites promoting financial services without permission taking action against influencers (“finfluencers”) for illegal promotions. \nIn the Consumer Duty era\, the FCA expects your firm to go beyond ensuring that all your promotions are ‘clear\, fair and not misleading’ and actively challenging your firm to achieve good outcomes for all customers\, especially the vulnerable. But what does that mean in practice? \nIn this online training session\, you will examine good and bad examples of recent promotional campaigns and assess potential non-compliance with your current and future campaigns. By improving your grasp of good practice\, you will be better prepared to protect your firm\, brand reputation\, and competitive advantage and respond rapidly to unexpected\, consequential events. \nOver two hours\, Ocorian’s Abi Reilly will help you: \n\nAssess the potential risks of your marketing and financial promotions and strengthen your approach against the latest FCA guidance.\nMitigate the threat of non-compliance with current and future changes in financial promotion regulations using a proven process\nEnsure your approach to social media and customer communications doesn’t attract the wrong kind of attention.\nEnhance the review and approval process for financial promotions in line with proposed new anti-greenwashing rules.\nUpdate your social media and influencer marketing governance\, policies\, and contracts with ‘finfluencers’ and agencies to stop consumer harm.\n\nWho should attend \n\nCompliance and legal\nMarketing\nProduct Development\nSenior managers responsible for the marketing activities of the firm\n\n*You may bring along a colleague FREE to this course\, please book 2 places and use code 8prbx3da at checkout for 50% off.
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-getting-financial-promotions-right-in-a-post-consumer-duty-era/
CATEGORIES:Learning,Live Learning
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LOCATION:https://www.pimfa.co.uk/event/pimfa-live-online-learning-getting-financial-promotions-right-in-a-post-consumer-duty-era/
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20251014
DTEND;VALUE=DATE:20251015
DTSTAMP:20260420T020102
CREATED:20240410T124534Z
LAST-MODIFIED:20251211T112956Z
UID:308769-1760400000-1760486399@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Authentic Leadership: How to thrive as a female leader in wealth and finance-2025
DESCRIPTION:According to the Financial Conduct Authority\, ‘senior jobs are still mostly for the boys’. And\, whilst more regulated financial services firms are treating gender diversity as a business priority\, the evidence on a sector level would suggest women still remain under-represented at senior management and leadership levels. \nAs a leadership development program for women in finance and wealth\, we directly address the challenges women executives often face\, helping them to develop the confidence\, connections and actions needed to achieve their potential. \nThis unique coaching programme delivered virtually by executive coach\, Caroline Holt\, is endorsed by The Institute of Leadership & Management and CPD accredited by CISI. \nThe PIMFA Authentic Leadership programme is a six-month programme divided into six training modules\, with a new module released every four weeks. \nIt is also an arena for sharing experiences\, practising the tools – as well as a place to get inspiration\, support and the motivation to help you achieve your goals. \n 
URL:https://www.pimfa.co.uk/event/authentic-leadership-how-to-thrive-as-a-female-leader-in-wealth-and-finance-2025/
LOCATION:See description for details
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/Autentic-Leadership-Favicon-web.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251009T093000
DTEND;TZID=Europe/London:20251009T173000
DTSTAMP:20260420T020102
CREATED:20250813T090926Z
LAST-MODIFIED:20251208T144853Z
UID:334800-1760002200-1760031000@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Join us for a full day’s deep dive into sustainable and responsible investment for financial advisers\, planners\, wealth managers and fund selectors. \n  \nFor further information on the agenda and how to book please click here
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/06/800x800_red_sky-hot-airballoon.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250929T100000
DTEND;TZID=Europe/London:20250929T153000
DTSTAMP:20260420T020102
CREATED:20250815T094716Z
LAST-MODIFIED:20250815T114204Z
UID:333386-1759140000-1759159800@www.pimfa.co.uk
SUMMARY:Cyber Security: Capture The Flag
DESCRIPTION:Capture the Flag immerses you in a sensory-rich and hands-on learning environment. Guided by our security trainers and penetration testers\, you will learn how to attack software applications and networks using the tools and techniques employed by real-life threat actors. \nWhy Capture the Flag? \nSecurity isn’t always front and centre for engineering teams. Formal training in this space is still the exception\, not the rule. But with threats on the rise\, that gap can leave your software exposed. \nOur hands-on events are built to change that. Tailored for developers\, infrastructure engineers\, and security professionals alike\, these sessions are designed to embed security thinking into everyday engineering practice. You’ll learn how to spot\, understand and mitigate vulnerabilities early – long before they make it to production. \nThis capture the flag event will help you to: \nGlimpse into a hacker’s mindset and motivations\nUnderstand common attack vectors and how to mitigate them\nEmbrace shift-left and secure-by-design principles\nDevelop confidence in your ability to write\, test and ship secure code\nAvoid the common security flaws introduced during development cycles \nFor more information please email MariaF@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/cyber-security-capture-the-flag/
LOCATION:Evelyn Partners\, 45 Gresham Street\, London\, EC2V 7BG\, United Kingdom
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250925T083000
DTEND;TZID=Europe/London:20250925T180000
DTSTAMP:20260420T020102
CREATED:20241213T112730Z
LAST-MODIFIED:20250925T104213Z
UID:319534-1758789000-1758823200@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2025
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2025 will be taking place on September 25th 2025\, in London AND online. \nThis event\, now a regular fixture in the PIMFA calendar to highlight key issues raised across our working groups\, is aimed at compliance professionals in the investment management and financial advice world. The event will bring together best in class sector speakers\, and a high-level audience who can engage with the experts to facilitate fruitful discussions on the latest issues affecting our sector. \nThe agenda is currently under construction\, but an indication of topics we are looking to explore are below: \n– PIMFA review of the past year\, and horizon scanning for the next\n– The Regulator’s Perspective; key messages for PIMFA members from the FCA\n– Hear from the Compliance Professionals – what is keeping them up at night?\n– Connecting the dots on Cyber Security\n– Operational Resilience – six months on\, how are firms doing?\n– Leveraging Artificial Intelligence to meet compliance challenges\n– Ongoing Services Review; what it means for PIMFA members\n– Consumer Duty; the landscape since implementation\n– Customer Vulnerability; an update since publishing the guide\n– The evolution of the ESG agenda \nThe Compliance Conference will be live-streamed on the day of the event and if joining virtually you will have the opportunity to ask questions live to speakers and panellists. Those attending in person will have the opportunity to network with fellow industry colleagues\, speakers and sponsors. When booking your ticket please be sure to choose the correct option – IN-PERSON or VIRTUAL. \nIf you have any questions or have any interest in speaking or sponsoring this event please contact events@pimfa.co.uk to find out more. \n 
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2025/
LOCATION:Herbert Smith Freehills Kramer\, Exchange House\, Primrose St\, London\, EC2A 2EG\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250923T093000
DTEND;TZID=Europe/London:20251118T123000
DTSTAMP:20260420T020102
CREATED:20240919T103447Z
LAST-MODIFIED:20250731T162902Z
UID:314940-1758619800-1763469000@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2025
DESCRIPTION:🎟️ This Event Has Officially Sold Out!\n\nThe FCA’s long-awaited published review of Customers in Vulnerable Circumstances (March 2025) leaves no room for doubt\, requiring an immediate response from PIMFA wealth firms seeking to continually meet the regulator’s expectations.  \nAnd with the FCA not afraid to use the “pointy end of our toolkit” (Alison Walters\, FCA’s Director of Consumer Finance\, speech 11th March)\, band-aid or bolt-on solutions for identifying vulnerable customers\, outcomes monitoring\, data\, staff training\, and product and service design by firms won’t cut it; all must be improved to ensure that vulnerable customers of wealth managers receive the support they need.  \nA unique learning offering   \nPIMFA’s Customer Vulnerability Learning Programme\, led by the award-winning vulnerability training team at The Money Advice Trust\, is the only Vulnerability training programme that integrates PIMFA’s own Understanding Customer Vulnerability guidance (Nov. 2024) with the FCA’s Good and Poor Practice (March 2025) to offer members our most robust and comprehensive vulnerability training ever offered to wealth managers.  \nA full-on\, immersive\, root-and-branch training experience\, PIMFA’s Customer Vulnerability Learning Programme provides firms with ‘know how’ needed to transform their processes\, systems\, and people to deliver better outcomes for vulnerable customers.   \nPIMFA’s Vulnerability Learning Programme will support your firm:  \n\nAccelerate the adoption of new FCA expectations on vulnerability in your firm \nDesign best-in-class experiences for Customers in vulnerable circumstances \nBuild and lead a more effective strategy on vulnerability \nDevelop a shared vision of success around your approach to vulnerability \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nBuild a customer centric culture into the fabric of your firm and foster a new sense of purpose   \n\nDownload the brochure to find out how our new Customer Vulnerability Learning Programme can support you in developing a firm-wide strategy for customer vulnerability. \nIf you are a PIMFA Member\, please ensure you are logged in to see member tickets. \n  \nAdvance your skills\, Bring a colleague along for FREE!  \nPlease email learning@pimfa.co.uk if you would like to take advantage of this amazing offer!
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-academy-2025/
CATEGORIES:Learning,Programmes
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250918T120000
DTEND;TZID=Europe/London:20250918T183000
DTSTAMP:20260420T020102
CREATED:20250331T084513Z
LAST-MODIFIED:20251119T164649Z
UID:324483-1758196800-1758220200@www.pimfa.co.uk
SUMMARY:The PIMFA Annual M&A Summit 2025
DESCRIPTION:Register your interest to attend PIMFA’s M&A Summit HERE  \n Why attend  \n\n Get the inside track: We are witnessing a fundamental shift in the advice market. Regulators\, acquirers and sellers are faced with a multitude of challenges and opportunities. Find out how they’re responding and reacting at the M&A Summit. \n Maximise deal value: Discover from SEI how to build a comprehensive IT integration plan to ensure your firm reaps the benefits of a merger. \nBuy or sell with confidence: Grasp from legal experts Farrer & Co. how to maximise value at each stage of the M&A deal cycle. \nAvoid due diligence pitfalls: Learn from Square 4 partners how acquirers and sellers can conduct enhanced due diligence to uncover and mitigate any potential risks and liabilities and avoid greater regulatory scrutiny. \n\nWho Should Attend  \n\nCEOs\, managing directors\, finance directors\, and M&A leaders of acquiring firms who want to meet their buyer network face-to-face in a confidential environment\, including corporate acquirers\, private equity\, sellers\, and more.\nFinancial Advisors looking to gain vital information to help make an informed decision on how to sell their business.\n\n\nPrivate equity investors and other key stakeholders in the sector seeking to meet and grow their network of deal referral sources. \n\n  \nRegister your interest to attend M&A Summit HERE  \n  \nInterested in sponsoring PIMFA’s M&A Summit? Reach out to Philip Allen\, Head of Learning HERE 
URL:https://www.pimfa.co.uk/event/the-pimfa-annual-ma-summit-2025/
LOCATION:SEI\, 1st Floor\, Alphabeta\, 14-18 Finsbury Square\, London\, EC2A 1BR\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250710T120000
DTEND;TZID=Europe/London:20250710T130000
DTSTAMP:20260420T020102
CREATED:20250612T145350Z
LAST-MODIFIED:20250616T103301Z
UID:327283-1752148800-1752152400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: SDR – One Year On\, What’s Changed and What’s Next?
DESCRIPTION:If a week’s a long time in politics\, how would you describe the last 12 months of Sustainability Disclosure Requirements (SDR)? \nIn this FREE 60-minute webinar\, our expert panel reflects on the challenges faced\, the opportunities seized\, and how firms are now embedding SDR into product design and reporting. We’ll also consider what’s next\, including anticipated FCA supervisory activity\, international alignment with regimes such as the EU SFDR and ISSB standards\, and how firms can futureproof their sustainability strategies. \nSo\, whether you’re in compliance\, investment\, product\, or sustainability roles\, this webinar provides practical insights and peer-led perspectives on how to navigate SDR successfully – now and into the future. \nWho should attend: \nHeads of Compliance\, ESG Leads\, Product Teams\, Investment Professionals\, and anyone responsible for sustainability reporting and governance.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-one-year-on-whats-changed-and-whats-next/
CATEGORIES:Learning,Webinars
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LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-one-year-on-whats-changed-and-whats-next/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250703T110000
DTEND;TZID=Europe/London:20250703T120000
DTSTAMP:20260420T020102
CREATED:20250527T091520Z
LAST-MODIFIED:20251119T163000Z
UID:326703-1751540400-1751544000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Why M&A Goes Wrong 2025
DESCRIPTION:What happens when M&A deals in the wealth sector just fall off the rails\, don’t go to plan\, or just never happen? No one talks about it\, but they should. \nKey discussion topics include: \n\nCultural integration failures\nOvervaluation of assets\nInadequate due diligence processes\, which often undermine potential synergies\n\nBy attending this webinar\, you’ll learn: \n\nWhat jeopardises M&A deals in 2025\nHow regulatory change can impact deals\nHow to improve your chance of a successful M&A deal\nThe key M&A deal evaluation metrics that really matter\nHow to develop and execute a robust post-merger integration plan
URL:https://www.pimfa.co.uk/event/pimfa-webinar-why-ma-goes-wrong-2025/
CATEGORIES:Learning,Webinars
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LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-why-ma-goes-wrong-2025/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250605T140000
DTEND;TZID=Europe/London:20250605T150000
DTSTAMP:20260420T020102
CREATED:20250430T134533Z
LAST-MODIFIED:20250605T091408Z
UID:325712-1749132000-1749135600@www.pimfa.co.uk
SUMMARY:PIMFA HR Briefing- DEI: What now\, what next for HR? June 2025
DESCRIPTION:In April\, the FCA announced that it will no longer bring forward proposals requiring many firms to develop a diversity and inclusion strategy\, collect and share data\, and set targets to address underrepresentation. That said\, the regulator still believes that DEI can deliver improved internal governance\, decision-making\, and risk management. Contrast this with the rollback on DEI initiatives by the US government with many firms like Google\, META\, and Adobe following suit and scaling back their diversity\, equity\, and inclusion (DEI) efforts; where does that leave HR in the UK advice firms leading and managing their firms’ DEI initiatives? \nIn this session of PIMFA’s HR Briefing\, delivered by the employment team at Clyde & Co.\, HR leaders will share their strategies and approaches to DEI\, equality\, and weaving inclusivity into the fabric of workplace culture. \nYou won’t want to miss this discussion\, so secure your FREE place today!s
URL:https://www.pimfa.co.uk/event/pimfa-hr-forum-dei-what-now-what-next-for-hr-june-2025/
CATEGORIES:HR Briefing,Learning
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LOCATION:
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250603T183000
DTEND;TZID=Europe/London:20250603T213000
DTSTAMP:20260420T020102
CREATED:20241213T114348Z
LAST-MODIFIED:20260327T080204Z
UID:319554-1748975400-1748986200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Reception 2025
DESCRIPTION:Due to the huge popularity of this event we are releasing a total of 5 tickets per firm in this instance. This might increase closer to the time if capacity allows. \nThis will be a great opportunity to network with industry colleagues\, industry stakeholders and to celebrate all the great achievements the industry has collectively achieved in 2023. \nEarly booking is recommended\, to book your place please contact the team on events@pimfa.co.uk \nWe look forward to seeing you there! \nEvent details:\nDate: 3 June 2025\nTiming: 18:30 – 21:30\nPlease contact events@pimfa.co.uk if you’d like to attend.
URL:https://www.pimfa.co.uk/event/pimfa-annual-reception-2025/
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250520T160000
DTEND;TZID=Europe/London:20250520T183000
DTSTAMP:20260420T020102
CREATED:20241213T121506Z
LAST-MODIFIED:20251113T124640Z
UID:319573-1747756800-1747765800@www.pimfa.co.uk
SUMMARY:PIMFA Associate Members Briefing 2025
DESCRIPTION:Join us for the 2025 Associate Members Briefing on May 20\, 2025.\nWe will explore topics such as regulation\, operations\, taxation and others and provide an opportunity to discuss with PIMFA staff specific issues important to the membership. \nThis event also showcases our ongoing events and publications programme providing examples of how Associates can engage with Members and maximise the value they receive from their membership.\nAttendees will also benefit from networking opportunities with other industry professionals. \nThis event is free for PIMFA Associate Members. To book your place please go to tickets and complete the registration form. If you have any questions please email us on events@pimfa.co.uk \nPlease note – you must be logged in to your PIMFA account in order to see and book your tickets. \nEvent Details:\nDate: 20 May 2025\nVenue: To be announced – central London\nTime: 16:00 – 18:30\nFREE for PIMFA Associate Members
URL:https://www.pimfa.co.uk/event/pimfa-associate-members-briefing-2025/
CATEGORIES:Briefing,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250520T090000
DTEND;TZID=Europe/London:20250521T170000
DTSTAMP:20260420T020102
CREATED:20250326T171253Z
LAST-MODIFIED:20250701T073127Z
UID:324300-1747731600-1747846800@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2025
DESCRIPTION: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 escalating CASS audit fees. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \n The PIMFA CASS Clients Academy is a unique learning experience for member firms who\, not content to keep up with CASS requirements\, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. \nThe PIMFA CASS Clients Academy (CCA) will change the way you and your firm approach CASS. You will emerge better able to tackle your firms toughest CASS audit challenges\, lead with greater CASS knowledge\, and inspire assurance at all levels in your firm that your next CASS audit is a success. CCA rapidly upskills CASS Officers\, Operations\, Compliance\, Certification Function Holders\, and Custodians to manage your next CASS audit and withstand scrutiny from regulators\, auditors and senior managers. \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \nFor further information and any questions regarding the course please contact learning@pimfa.co.uk  \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-cass-academy-2025/
LOCATION:cbre\, 20 St Andrew Street\, London\, EC4A 3AG\, United Kingdom
CATEGORIES:Learning,Programmes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250520T090000
DTEND;TZID=Europe/London:20250521T170000
DTSTAMP:20260420T020102
CREATED:20240612T121202Z
LAST-MODIFIED:20250701T073134Z
UID:310730-1747731600-1747846800@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2025
DESCRIPTION: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 escalating CASS audit fees. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \n The PIMFA CASS Clients Academy is a unique learning experience for member firms who\, not content to keep up with CASS requirements\, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. \nThe PIMFA CASS Clients Academy (CCA) will change the way you and your firm approach CASS. You will emerge better able to tackle your firms toughest CASS audit challenges\, lead with greater CASS knowledge\, and inspire assurance at all levels in your firm that your next CASS audit is a success. CCA rapidly upskills CASS Officers\, Operations\, Compliance\, Certification Function Holders\, and Custodians to manage your next CASS audit and withstand scrutiny from regulators\, auditors and senior managers. \nThis event will take place in person on the 20th and 21st of May 2025 \n20 St. Andrew Street\, London\, EC4A 3AG \nIf you are a PIMFA Member- Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts. \nFor further information and any questions regarding the course please contact learning@pimfa.co.uk  \n 
URL:https://www.pimfa.co.uk/event/pimfa-cass-academy-2025/
CATEGORIES:Learning,Programmes
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250507T080000
DTEND;TZID=Europe/London:20250507T173000
DTSTAMP:20260420T020102
CREATED:20250120T111453Z
LAST-MODIFIED:20260309T135523Z
UID:319760-1746604800-1746639000@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Don’t miss the 19th edition of the Morningstar Investment Conference UK on May 7\, 2025\, at Sancroft\, St. Paul’s\, London! \nThis engaging one-day event offers valuable insights into market trends\, strategies\, and research tailored for financial advisers and fund selectors. With customised content tracks\, attendees can choose the topics that matter most to them. Leading experts and influential speakers will address the key issues shaping the investment landscape. \nExpect dynamic presentations\, interactive panel discussions\, and excellent networking opportunities covering market outlooks\, portfolio management\, investment strategies\, and regulatory updates. Stay ahead in today’s fast-paced market—register now. \nAny question please contact: Sarah Rouse or email: investment.conferenceuk@morningstar.com
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-2/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250422T090000
DTEND;TZID=Europe/London:20250423T150000
DTSTAMP:20260420T020102
CREATED:20240508T095815Z
LAST-MODIFIED:20260327T080206Z
UID:309478-1745312400-1745420400@www.pimfa.co.uk
SUMMARY:PIMFA Women’s Symposium 2025
DESCRIPTION:Following from the HUGE success of the inaugural PIMFA Women’s Symposium 2024\, we are delighted to announce details of the 2025 event. \nReceive 30% off group bookings of 5 or more tickets – enter code PWWA6E6C at checkout. \nThe Women’s Symposium is PIMFA’s annual summit dedicated to the investment management\, financial advice and wealth management communities. Taking place over two days\, the summit will feature cutting edge though leadership\, high profile speakers\, and lively discussions on a range of topics\, including personal development\, the latest investment trends\, and practice management. The event will create a collaborative space for professionals to network\, learn and share best practice from across their professional world. \nWe encourage individuals at all stages of their career\, from Chief Executives to Interns\, to join us for two days of motivational talks\, regulatory updates\, industry panels\, personal development roundtables and thought-provoking content related to our industry\, and to career development. \nThe 2024 event was such a huge success that we expect this event to sell out very quickly so early booking is highly recommended. \nFor more information on the 2024 event click here  \nDo you have an interesting story to share? We have started looking for speakers\, if you’d like to be considered as a speaker please email us on events@pimfa.co.uk to discuss it further. \nDetails: \nDates: 22 & 23 April 2025 \nVenue: De Vere Grand Connaught Rooms\, Holborn\, central London \nTo access the PIMFA member discount you will need to log in to your account first. If you dont have a PIMFA account\, please create one at www.pimfa.co.uk/registration
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2025/
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250319T083000
DTEND;TZID=Europe/London:20250319T130000
DTSTAMP:20260420T020102
CREATED:20250120T111822Z
LAST-MODIFIED:20250120T111920Z
UID:320838-1742373000-1742389200@www.pimfa.co.uk
SUMMARY:Scotsman Investment Business Breakfast
DESCRIPTION:  \nThe Scotsman Investment Business Breakfast will show investors how to best position themselves in the financial year to come. This year’s conference will cover a wide range of themes\, such as impacts of global shifts on investment\, trends for 2025\, the importance of sustainability and alternative investments. \nThe 2025 event will be a breakfast event providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nFor more details\, please get in touch with the event manager\, Cameron Henderson- cameron.henderson@nationalworld.com
URL:https://www.pimfa.co.uk/event/scotsman-investment-business-breakfast/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250312T093000
DTEND;TZID=Europe/London:20250312T123000
DTSTAMP:20260420T020102
CREATED:20241203T123749Z
LAST-MODIFIED:20251113T163653Z
UID:312314-1741771800-1741782600@www.pimfa.co.uk
SUMMARY:PIMFA Roundtable: Avoiding A Culture of Complacency
DESCRIPTION:Culture lies at the heart of strengthening your approach to Consumer Duty\, Financial Crime\, DEI and Vulnerable customers. Yet\, despite the frequent reminders from the FCA\, wealth management firms still need to work on demonstrating to the regulator how they can positively shift the culture needle.  \nThrough role plays\, scenarios and case studies\, our experts in this free\, invite-only roundtable discussion unpack:  \n\nWhy Culture remains central to the FCA’s supervisory model \nHow to reset and refocus your approach to Culture to meet heightened FCA expectations \nHow leading firms cut through the complexity to stay ahead of emerging Culture and Conduct risks   
URL:https://www.pimfa.co.uk/event/pimfa-roundtable-avoiding-a-culture-of-complacency/
CATEGORIES:Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250312T083000
DTEND;TZID=Europe/London:20250312T113000
DTSTAMP:20260420T020102
CREATED:20241120T164922Z
LAST-MODIFIED:20241120T164922Z
UID:318518-1741768200-1741779000@www.pimfa.co.uk
SUMMARY:Unlocking the Potential of Private Markets in Wealth Management
DESCRIPTION:Join Mercer for an insightful event designed specifically for wealth managers looking to enhance their understanding and implementation of private market investments. This gathering will provide a unique opportunity to explore the evolving landscape of private markets and their integration into wealth management strategies. \nJoined by guest speakers\, Mercer will explore: \n• Insights from a real-world example of how to implement private market solutions for clients\n• CIO perspectives on private markets and challenges of portfolio integration\n• How to incorporate both illiquid and liquid asset classes into a Strategic Asset Allocation framework\n• Key considerations and due diligence practices when allocating to General Partners in private markets \nThis event is tailored for select wealth managers who are eager to unlock the potential of private markets and enhance their investment strategies. Whether you are looking to deepen your knowledge\, network with peers\, or gain practical insights\, this event promises to deliver valuable content and connections. \nTo book and for more information click here
URL:https://www.pimfa.co.uk/event/unlocking-the-potential-of-private-markets-in-wealth-management/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250306T110000
DTEND;TZID=Europe/London:20250306T120000
DTSTAMP:20260420T020102
CREATED:20250205T141837Z
LAST-MODIFIED:20251119T101651Z
UID:321027-1741258800-1741262400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: M&A in Wealth: Trends and Predictions in 2025
DESCRIPTION:With yet another eventful year for M&A now behind us\, what does 2025 hold for M&A activity in wealth and personal finance? In this free 60-minute webinar\, we ask sellers\, acquirers\, advisory firms and M&A experts their views and opinions on: \n\nWill deals continue in 2025? If so\, at what pace?\nWhy consolidation trends remain robust among smaller firms.\nWhat makes for a successful\, credible deal in 2025?
URL:https://www.pimfa.co.uk/event/pimfa-webinar-ma-in-wealth-trends-and-predictions-in-2025/
CATEGORIES:Learning
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END:VEVENT
END:VCALENDAR