The Personal Investment Management & Financial Advice Association (PIMFA)

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  The 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. The 2025 event will be a breakfast event providing the opportunity to discuss and debate a broad…
£15
Date & Time: 19th Mar 2025 (8:30 - 13:00)
Location: In Person

Don't miss the 19th edition of the Morningstar Investment Conference UK on May 7, 2025, at Sancroft, St. Paul's, London! This 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…
£7 – £19
Date & Time: 07th May 2025 (8:00 - 17:30)
Location: In Person
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. …
£1,250.00 – £1,500.00
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15 Location: In Person
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. …
Date & Time: 20th May 2025 (9:00) - 21st May 2025 (17:00)
CPD: 15 Location: cbre