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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
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. …
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£275.00 – £630.00
Date & Time: 25th Sep 2025 (10:00 - 18:00)
CPD: TBC
Location: Hybrid
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: TBC
Location: London excel
The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. This year’s conference will cover a wide range of themes, such as market trends for 2023 and how investors should best position themselves, the importance of sustainability and ESG for places and people and alternative investments. The 2023 event will be a full-day conference providing the opportunity…
£15
Date & Time: 22nd Mar 2023 (8:45 - 15:30)
Location: In Person
Now that the FCA’s plans for the new Consumer Duty have started to sink in, firms are now getting to grips with what they need to accomplish by July 31st. However, whilst there is a lot of discussion about the new principle for business, cross-cutting rules and new conduct rules, there appears to be very little discussion at this stage about the over-arching role of…
Free
Date & Time: 30th Mar 2023 (10:30 - 11:30)
Location: In Person
There are lots of regulatory publications to keep on top of. Enforcement notices and Dear CEO letters often contain rich insight into the thoughts and priorities of Regulators. At a minimum, they require consideration and assessment as to what they mean for you. Indeed, it is common in Final Notices for reference to made to previous regulatory soundings, that meant the firm should have…
Free
Date & Time: 20th Apr 2023 (11:00 - 12:00)
Location: In Person
The deadline for Consumer Duty compliance is fast approaching, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. But with so many complex and far reaching programmes in flight, designed to implement an array of process changes and outputs, it’s important to ask: How can you be sure that the customer outcomes resulting…
Free
Date & Time: 26th Apr 2023 (12:00 - 13:00)
Location: In Person
Financial firms have made progressive steps to be a more inclusive environment that is open for women, but the glass ceiling remains very much in place. This invisible barrier, which hinders women from rising to leadership positions, has come to the attention of regulators keen to see that firms to proactive measures to tackle inequality. Join Caroline Holt, leader of PIMFA’s Authentic Leadership programme for…
Free
Date & Time: 26th Apr 2023 (14:00 - 15:00)
Location: In Person
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…
£300.00 – £350.00
Date & Time: 03rd May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person