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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
Understand the FCA’s SDR and investment labels requirements and learn how your firm can prepare for upcoming ESG regulations with practical steps for compliance and reporting. …
Free
Date & Time: 26th Sep 2023 (12:00 - 13:00)
Location: In Person
At Tramshed Tech, Unit D, Pendyris St, Cardiff, CF11 6BH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 17.30, followed by a breakout session and networking from 18.30 Ready Steady Grow Cardiff – sign up here…
Date & Time: 27th Sep 2023 (17:30 - 20:30)
Location: In Person
At KPMG, 66 Queen Square, Bristol, BS1 4BE we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Bristol – sign up here Registration from…
Date & Time: 28th Sep 2023 (16:00 - 19:30)
Location: In Person
Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence. …
£2,750.00 – £3,750.00
Date & Time: 03rd Oct 2023 (9:00 - 12:30)
Location: In Person
At KPMG, 1 St Peter’s Square, Manchester, M2 3AE we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Manchester – sign up here Registration…
Date & Time: 04th Oct 2023 (16:00 - 19:30)
Location: In Person
Our annual event will once again be a full day’s deep dive into sustainable, responsible, ethical and ESG investment. This year's keynote speakers are the FCA’s ESG Manager Sara Woodroffe, who will be discussing SDR and related activity - and NGO Client Earth’s Joanne Etherton. Other expert speakers are UKSIF CEO and expert climate risk actuary Mike Clark. Their sessions will be interwoven with fund…
Free
Date & Time: 05th Oct 2023 (0:00 - 23:59)
Location: In Person