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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
Our award winning Women's Symposium 2025 …
£300.00 – £700.00
Date & Time: 22nd Apr 2025 (9:00) - 23rd Apr 2025 (15:00)
CPD: TBC
Location: In Person
Don't miss the 19th edition of the Morningstar Investment Conference UK on 7th May 2025 in London. …
£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
An essential update on regulation, operations, taxation, and more. This event offers direct discussion with PIMFA staff on issues that matter most to our members, plus insights into our events and publications programme. Network with industry peers and discover how to maximise the value of your membership. …
Free
Date & Time: 20th May 2025 (16:00 - 18:30)
Location: In Person
We are delighted to announce that we will be hosting the PIMFA Spring Networking Reception. …
Date & Time: 03rd Jun 2025 (18:30 - 21:30)
Location: In Person