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DTSTART;TZID=Europe/London:20260203T113000
DTEND;TZID=Europe/London:20260203T123000
DTSTAMP:20260420T003715
CREATED:20260115T133321Z
LAST-MODIFIED:20260309T134947Z
UID:348483-1770118200-1770121800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: FOS Business Portal : Ombudsman Connect
DESCRIPTION:The Financial Ombudsman Service are modernising their systems to better serve the financial services sector\, customers and staff\, with the aim of improving the casework processes and customer journey\, whilst making the process seamless for businesses. \nIn support of this\, it has recently launched a business portal-Ombudsman Connect\, which will allow businesses to easily provide case information and gain better insight into complaints to help drive improvements. \nIn partnership with the FOS\, we are hosting a webinar for firms where the FOS’ Transformation Team will share an online demonstration of Ombudsman Connect and provide an opportunity member firms to ask questions and provide input. \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-fos-business-portal-ombudsman-connect/
CATEGORIES:Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-01-scaled.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-fos-business-portal-ombudsman-connect/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260204T140000
DTEND;TZID=Europe/London:20260204T150000
DTSTAMP:20260420T003715
CREATED:20260107T031246Z
LAST-MODIFIED:20260128T170035Z
UID:347700-1770213600-1770217200@www.pimfa.co.uk
SUMMARY:HR Briefing: Workplace Law 2026: The New Employment Rights Landscape and its Impact on Wealth Managers
DESCRIPTION:2026 is shaping up to be one of the most transformative years for UK workplace law in decades. With the Employment Rights Act 2025 now law and a programme of staged reform beginning in 2026\, employers and HR professionals must navigate a series of changes that will impact hiring\, dismissal\, pay and benefits\, trade union relations\, and workplace culture. \nIn this 60-minute online briefing\, Chris Holme and Shadia El Dardiry translate legal developments into practical business insight\, giving HR leaders the knowledge to protect people\, reduce risk\, and future-proof policies. \nKey discussion points include: \n\nWill 2026 represent a fundamental regulatory reset in employment law? What does the ERA really mean for employer risk\, governance\, and workplace culture?\nHow will day-one rights to sick pay and family leave impact workforce management? What practical steps do you need to take?\nWhat does the new duty to take “all reasonable steps” to prevent harassment require in practice and how can firms really embed culture change?\nChanges to Unfair Dismissal rights and redundancy processes – how to respond to changes impacting consultation processes and fair dismissal
URL:https://www.pimfa.co.uk/event/hrbriefing1-2026/
CATEGORIES:HR Briefing,Learning
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ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/hrbriefing1-2026/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260211T140000
DTEND;TZID=Europe/London:20260211T180000
DTSTAMP:20260420T003715
CREATED:20251210T091713Z
LAST-MODIFIED:20260309T134043Z
UID:346403-1770818400-1770832800@www.pimfa.co.uk
SUMMARY:PIMFA Leading Lights Forum 2026
DESCRIPTION:For the past 8 years\, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Leading Lights Forum. \nIts purpose is to bring together bright minds to debate\, research and consider pressing issues facing our industry. Their findings result in a report\, which is published and widely circulated. You can download previous reports and more information on the committee here. \nAt the event on February 11\, 2026\, the Leading Lights members will be presenting their findings from their work this year. The day will also welcome industry expert speakers. \nThis year’s cohort have researched the following topics; the results of their findings will be presented at the event on February 11th: \n\n Unlocking Financial Futures: The Advice Benefit\nDo you Trust Us?\nAI: Evolution\, Revolution or Devastation?\nCompany Culture – Who Even Cares?\n\nPlease note – spaces are extremely limited and open to PIMFA members only.
URL:https://www.pimfa.co.uk/event/pimfa-leading-lights-forum-2026/
LOCATION:DAC Beachcroft\, 25 Walbrook\, London\, EC4N 8AF\, United Kingdom
CATEGORIES:Forum,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260226T090000
DTEND;TZID=Europe/London:20260226T180000
DTSTAMP:20260420T003715
CREATED:20250729T091810Z
LAST-MODIFIED:20260302T135444Z
UID:333464-1772096400-1772128800@www.pimfa.co.uk
SUMMARY:The AI Leaders Incubator Programme 2026
DESCRIPTION:2023 woke us up to AI.\n2024 got us experimenting with AI.\n2025 proved what’s possible.\n2026 is when wealth managers scale AI with discipline\, confidence and measurable ROI.\nAcross wealth management\, boards are united by a singular ambition: to deliver sustainable\, substantially higher performance across every dimension of the business. And that must happen within the boundaries of: \n\nLegal and regulatory expectations\nEthical and responsible deployment\nCredible stewardship for clients and markets\n\nIn this new operating reality\, AI is not a technology choice — it is a strategic imperative. A catalyst to unlock productivity\, elevate client service\, accelerate compliance accuracy\, and build future-proof operating models. \nYet many wealth and advice firms remain stuck in pilot mode: high activity — low impact. \nThat’s why PIMFA and Publicis Sapient have joined forces as partners to create the AI Leaders Incubator Programme\, combining PIMFA’s reach across the UK wealth and advice sector with Publicis Sapient’s real-world transformation and AI delivery expertise. Together\, we’ve co-designed the curriculum\, bringing practitioner insight\, live case studies\, and frameworks drawn from projects already shaping digital transformation in wealth management.” \nWhat can you expect from the AI Leaders Incubator Programme? \nThe AI Leaders Incubator is a focused\, hands-on learning experience delivered across two highly immersive days. You’ll cut through the hype and tackle the core strategic questions facing boards today: Where does AI genuinely move the needle? How do we scale it responsibly? And how do we deliver measurable\, sustainable performance gains within a regulated environment? \nThis is not a conference. \nThere are no panels\, no passive sessions\, no “AI tourism.” \nIt is a strategic design environment where leaders work alongside AI practitioners and transformation experts to: \n\nTurn industry-relevant AI use cases into real prototypes\nBuild credible business cases with measurable ROI and compliance considerations\nDesign governance frameworks that satisfy regulatory expectations\nDevelop the confidence\, capability\, and narrative to lead AI adoption at scale\n\nThrough live experimentation\, design thinking\, guided hacks\, and board-ready business case work\, you’ll graduate with: \n\nA validated AI use-case and working prototype\nA board-ready business case & ROI model\nA practical 30-day implementation roadmap\nThe confidence and competence to champion responsible AI across your firm\n\nThis programme exists to solve the industry’s current friction point: most firms are experimenting with AI — but few are delivering impact at scale. The Incubator gives you the frameworks\, tools\, and executive confidence to change that — turning intent into traction\, and traction into transformational performance. \nWhat challenges will the AI Leaders Incubator support you in overcoming? \n\nTightening Margins? Learn to Automate What Matters. Discover how AI can streamline manual processes\, reduce inefficiency\, and free up capacity for high-value client work — turning cost pressure into productivity gains.\nRising Client Expectations? Redefine Personalisation at Scale. Build and test AI use-cases that deliver smarter insights\, hyper-personalised experiences\, and faster decision-making — giving your firm a competitive edge in client trust and satisfaction.\nRegulatory Complexity? Design with Compliance in Mind. Translate complex FCA expectations into AI-ready frameworks that embed accountability\, explainability\, and governance into every workflow — before the regulator asks.\nOutdated Playbooks? Reimagine How Your Firm Operates. Break free from siloed business models. Collaborate across functions to design AI solutions that connect compliance\, operations\, and client experience into one intelligent ecosystem.\nManual Processes? Make AI Your New Colleague. Move beyond “pilot paralysis.” In this incubator\, you’ll test\, refine\, and deploy AI tools that turn repetitive tasks into automated intelligence — built responsibly\, for real impact.\nChoosing the Right AI Strategy? Build for Your Reality.\nLearn how to align AI ambition with your firm’s size\, data maturity\, and risk appetite — selecting scalable use-cases that deliver measurable\, defensible results.\nProve the Business Case. Gain the tools to track\, quantify\, and communicate AI’s impact — from cost savings to client experience — and translate innovation into tangible returns.\n\nThe AI Leaders Incubator does more than teach AI — it accelerates intelligent transformation. Here’s how: \n\nElite practitioner mentorship – Work shoulder-to-shoulder with AI strategists who have already delivered real solutions — not theory.\nBuild in the arena – Roll up your sleeves in live labs to design\, test\, and refine AI workflows and decision-support tools tailored to wealth and advice.\nReal frameworks\, real outcomes – Adopt proven playbooks to spot high-value use cases\, manage risk and accountability under UK regulation\, and measure commercial ROI from day one.\nA peer group that pushes you further – Join an action-oriented cohort of COOs\, CTOs\, transformation leads\, and compliance heads shaping the next decade of wealth management.\nDemo Day — with purpose – Pitch your prototype or live AI use-case to peers\, partners\, and stakeholders — secure adoption pathways\, budget confidence\, and executive buy-in.\n\nWho’s the AI Leaders Incubator for? \nYou’re a senior leader — not a coder. No background in IT or data science required. You’re the decision-maker in your firm\, shaping digital strategy\, driving innovation\, and making the big calls on investment\, risk\, and transformation. You’re ready to turn data and AI into your next competitive advantage. The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real — embedding it into operations\, culture\, and strategy to deliver measurable business results. \nEnrolment \nEnrolment is now open for cohort one of the AI Leaders Incubator. Places are limited and are offered on a first-come\, first-served basis. \nStill have questions? \nPlease contact:\nPhilip Allen\, Head of Learning\nlearning@pimfa.co.uk \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-ai-leaders-incubator-programme/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,On Site Training
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/AI-favicon-copy-01-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260226T093000
DTEND;TZID=Europe/London:20260226T170000
DTSTAMP:20260420T003715
CREATED:20251007T085709Z
LAST-MODIFIED:20260225T101839Z
UID:341013-1772098200-1772125200@www.pimfa.co.uk
SUMMARY:PIMFA Financial Crime Conference 2026
DESCRIPTION:The threat of financial crime remains an existential one for firms to guard against\, for the benefit of their clients\, and for their very survival. Building on the success of previous events PIMFA will convene a mix of regulators\, law enforcement\, governmental representatives\, technical experts\, sector specialists and member perspectives\, to give the audience the knowledge to protect themselves and do their part contributing to tackling the issue. \nAs in previous years\, this event is aimed not just at financial crime professionals and MLROs\, but at anyone in a senior management or compliance function\, working to ensure firm’s work is safe for clients\, and one step ahead of the various threat actors acting against the financial services sector in 2026. Book now to reserve your seat (press are not eligible for this event\, and spaces are limited on a first come\, first served basis). \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-financial-crime-conference-2026/
LOCATION:Shoosmiths\, 1 Bow Churchyard\, London\, EC4M 9DQ\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260317
DTEND;VALUE=DATE:20260319
DTSTAMP:20260420T003715
CREATED:20260309T132733Z
LAST-MODIFIED:20260310T122920Z
UID:351953-1773705600-1773878399@www.pimfa.co.uk
SUMMARY:Digital Integration in Wealth Management Conference
DESCRIPTION:the 10th Annual Digital Integration in Wealth Management Conference\, bringing together senior leaders from across wealth management\, private banking and fintech to explore the future of AI\, digital transformation\, client experience\, regulation and cybersecurity. \nThis two-day conference will feature practical case studies\, expert panels and peer-to-peer discussions focused on helping firms navigate evolving client expectations\, regulatory demands and next-generation wealth transfer.
URL:https://www.pimfa.co.uk/event/digital-integration-in-wealth-management-conference/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260325T110000
DTEND;TZID=Europe/London:20260325T113000
DTSTAMP:20260420T003715
CREATED:20260309T132230Z
LAST-MODIFIED:20260309T135643Z
UID:353348-1774436400-1774438200@www.pimfa.co.uk
SUMMARY:Cyber Uncovered – Cyber Risk Management Vs IT: What’s the Difference?
DESCRIPTION:Your IT provider keeps your systems running. But who is responsible for understanding\, measuring and reducing cyber risk? \nMany organisations assume cyber security is already covered\, yet attacks continue to cause disruption\, financial loss and reputational damage. IT services and cyber risk management serve different purposes\, and confusing the two can leave significant gaps. \nIn this session\, Kerrie Machin from Mitigo is joined by Alastair Huntingford\, Director at Managed Service Provider (MSP)\, NDaxi\, to discuss the practical differences between IT services and cyber risk management and why businesses need independent oversight\, alongside their internal and external IT support. \nKey Takeaways:\nThe differences between IT services\, MSP support and cyber risk management.\nWhy cyber risk cannot be fully addressed through IT alone.\nAn MSP perspective on where responsibilities realistically begin and end.\nWhy independent oversight is necessary to gain a clear view of cyber risk.\nThe questions leadership teams should be asking to understand whether they are truly protected. \nRegister today to gain a clear understanding of how IT services and cyber risk management differ – and why both are essential.
URL:https://www.pimfa.co.uk/event/cyber-uncovered-cyber-risk-management-vs-it-whats-the-difference/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260421T110000
DTEND;TZID=Europe/London:20260421T120000
DTSTAMP:20260420T003715
CREATED:20260226T123114Z
LAST-MODIFIED:20260416T120210Z
UID:352368-1776769200-1776772800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Move Faster\, Cost Less: Winning with Agentic AI
DESCRIPTION:Wealth management firms are under pressure from every angle\, margin compression\, rising regulatory scrutiny\, operational drag and decision-making that is simply too slow for the market they are now in. \nThis is not a workflow problem. It is an operating model problem. \nThe next winners will not be the firms that bolt AI onto legacy ways of working. They will be the firms that redesign how decisions are made\, actions are triggered and control is maintained using agentic AI to move faster\, operate leaner and scale with confidence. \nIn this high-impact 60-minute webinar with Publicis Sapient\, we’ll discuss: \n\nwhy layered workflows and slow decisions are eroding margin\nwhere firms are losing time\, capacity and competitive momentum\nhow leading wealth managers are using agentic AI to redesign decision architecture\nhow to accelerate execution without losing control\, oversight or regulatory confidence
URL:https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
CATEGORIES:Learning,Webinars
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LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-re-engineering-the-operating-model-winning-in-the-agentic-era/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260428T100000
DTEND;TZID=Europe/London:20260428T150000
DTSTAMP:20260420T003715
CREATED:20260410T141122Z
LAST-MODIFIED:20260415T102617Z
UID:356098-1777370400-1777388400@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Bristol (April 2026)
DESCRIPTION:The PIMFA team are delighted to be returning to Bristol for the first regional roadshow of 2026. PIMFA roadshows provide members/non-members the opportunity to meet and listen to SME’s providing valuable insights on relevant industry topics. \n\n\n\nAgenda*\n\n\n\n\n\n\n\n10:00am  Arrival and Registration\n\n\n\n\n\n\n\n10:30am Regulatory Update including Consumer Duty\nAlexandra Roberts\, Head of Regulatory Policy & Compliance (PIMFA)\n\n\n\n\n\n\n11:00am  PIMFA Morningstar Index Series\nRobert Edwards\, Managing Director\, Index – EMEA  (Morningstar UK Limited)\n\n\n\n\n\n\n11:45am  Client Reporting – Q&A\nAlex Brooks\, Managing Director (Computershare)\n\n\n12:15pm  Networking Lunch\n\n\n\n\n\n\n\n  1:15pm  Introducing the PIMFA Professional Indemnity Insurance Scheme\nJoshua Upil (Onyx Insurance Brokers)\n\n\n\n\n\n\n  2:15pm  New Disclosure Regime\, Risk Warnings\, UKPG\, DFM’s\nJulia Sage-Bell\, Senior Policy Advisor (PIMFA)\n\n\n\n\n\n\n  2:45pm Session Concludes\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n*timings/running order is approximate and is be subject to change\n\n\n\n\nVenue: Computershare\, The Pavilions\, Bridgwater Road\, Bristol BS99 6ZZ.  Click here for location map/directions – parking is available onsite – car registration will need to be provided in advance. \nAttendees will receive 3 hours of CPD for full attendance.  Delegates that do not stay for the entirety of the day will not be allocated CPD hours and will not receive a certificate.
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-bristol-apr26/
LOCATION:Computershare\, The Pavilions\, Bridgwater Road\, Bristol\, BS99 6ZZ\, United Kingdom
CATEGORIES:Briefing,Industry Events,PIMFA Events
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ORGANIZER;CN="PIMFA - Events":MAILTO:events@pimfa.co.uk
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260430T083000
DTEND;TZID=Europe/London:20260430T124500
DTSTAMP:20260420T003715
CREATED:20260224T094416Z
LAST-MODIFIED:20260327T091346Z
UID:352074-1777537800-1777553100@www.pimfa.co.uk
SUMMARY:M&A Due Diligence: Getting It Right Before (and After) the Deal
DESCRIPTION:Synergies stall.\nCosts rise.\nRegulatory issues emerge.\nValue leaks. \nIn 2026\, due diligence is no longer a technical exercise. It is a strategic capability and a competitive advantage. \nIn this high-impact\, half-day session led by Grant Thornton and supported by Farrer & Co.\, senior deal leaders will unpack how acquiring firms are upgrading financial\, regulatory\, operational and technology due diligence to protect margin\, reduce risk and accelerate growth. \nWhy attend*? \nThis is a practical\, peer-led session focused on real-world outcomes\, not theory. We will explore: \n• Where due diligence typically breaks down in wealth and advice transactions\n• The hidden risks that only emerge post-completion\n• How strong due diligence protects deal value and improves supervisory confidence\n• The operational and technology challenges that undermine synergy cases\n• What leading firms are doing differently in 2026 \nYou will also hear directly from senior industry leaders on the questions they wish they had asked before signing. \n*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion\, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met.
URL:https://www.pimfa.co.uk/event/ma-due-diligence-getting-it-right-before-and-after-the-deal/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Briefing,Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20260507
DTEND;VALUE=DATE:20260508
DTSTAMP:20260420T003715
CREATED:20260309T125702Z
LAST-MODIFIED:20260327T080148Z
UID:352884-1778112000-1778198399@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK
DESCRIPTION:Morningstar Investment Conference UK – 7 May 2026\, London\nDon’t miss this must-attend event for UK financial advisers\, wealth managers\, and fund selectors! Join us for a full day of curated content\, expert insights\, and practical strategies from industry leaders to help future-proof your firm. Celebrate our 20th edition with us. \n🎟️ Early Bird tickets £19 until 7 April\, then £99. Secure your place today!
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-3/
CATEGORIES:Industry Events,Symposium, Awards and Networking
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260512T090000
DTEND;TZID=Europe/London:20260512T150000
DTSTAMP:20260420T003715
CREATED:20260211T183131Z
LAST-MODIFIED:20260418T185740Z
UID:351213-1778576400-1778598000@www.pimfa.co.uk
SUMMARY:Conduct & Culture Roundtable 2026: From Culture Statements to Cultural Evidence
DESCRIPTION:Due to the tube strike scheduled at 12 midday on Thursday 23rd April\, we have taken the decision to move the date and venue for Conduct & Culture Roundtable.\nNew date: 12 MAY 2026- 9am- 3pm\nVenue: Macfarlanes LLP\, 20 Cursitor Street\, London EC4A 1LT\nWe are sorry for the inconvenience this may cause.\n  \n  \nCulture Has Moved From The Margins to the Regulatory Frontline.\nThe FCA’s sharpened focus on non-financial misconduct\, accountability\, and Consumer Duty 2.0 is forcing firms to answer a harder question: Can you prove your culture not just describe it? \nThis year’s Conduct & Culture Roundtable\, in partnership with Protecht\, Elephant’s don’t Forget and Macfarlanes\, brings together senior leaders\, SMF holders\, and culture champions* from across UK wealth management to explore what good really looks like now and what will be expected next. \nThis is not a theory-led conference. \nIt’s a practical\, peer-led roundtable\, under Chatham House Rule\, designed for firms that want culture to hold up under board challenge and FCA scrutiny. \nWhat We’ll Discuss  \n1. From Statements to Evidence: Move beyond values on the wall and staff surveys. Learn what boards and regulators actually trust as evidence of culture and which metrics are quietly failing in 2026. \n2. Consumer Duty in Practice: Consumer Duty isn’t a framework; it’s a cultural test. Hear how leading firms are embedding Duty into decision-making\, behaviour\, and outcomes\, not just controls and MI. \n3. Cultural Measurement: What Works (and What Doesn’t): Unpack the indicators that genuinely influence behaviour and governance and why static MI\, vanity metrics\, and annual surveys no longer provide assurance. \n4. Non-Financial Misconduct: Situations & Scenarios: Through live case studies\, examine how firms are identifying\, escalating\, and acting on non-financial misconduct — and which outcomes truly stand up to FCA scrutiny. \n5. Future-Proofing Culture & Conduct: A forward-looking discussion on what boards and senior leaders need to do now to stay ahead of the next wave of regulatory and reputational risk. \nThe Take-away \nYou’ll leave with: \n\nA clearer view of what credible culture evidence looks like in 2026\nPractical approaches to measuring and governing culture\nInsight into how peers are handling grey-area conduct and misconduct\nA forward-looking perspective on board and SMF accountability\n\nWho Should Attend \nIf you’re responsible for setting\, challenging\, or evidencing culture\, this roundtable is for you. \n\nBoard members\, Chairs & NEDs\nCEOs and SMF holders\nCompliance\, Risk & Financial Crime leaders\nHR\, Culture & People leaders\nConduct and Consumer Duty leads\n\n*Attendance is open to senior leaders from PIMFA full member firms and FCA-regulated firms. To help maintain the integrity of the discussion\, PIMFA may review registrations and reserves the right to decline attendance where the eligibility criteria are not met. \nWhy is this event different \n✔️ Senior-only\, invite-led audience\n✔️ Real case studies\, not hypotheticals\n✔️ Open\, Chatham House-style discussion\n✔️ Practical insight you can take back to your board\n✔️ Designed around what the FCA is really testing now
URL:https://www.pimfa.co.uk/event/cultureroundtable2026/
LOCATION:Macfarlanes\, 20 Cursitor Street\, Lodnon\, EC4A 1LT\, United Kingdom
CATEGORIES:Learning,Roundtables
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260519T080000
DTEND;TZID=Europe/London:20260520T170000
DTSTAMP:20260420T003715
CREATED:20250530T124312Z
LAST-MODIFIED:20260415T143038Z
UID:326904-1779177600-1779296400@www.pimfa.co.uk
SUMMARY:PIMFA Women's Symposium 2026
DESCRIPTION:PIMFA’s Women’s Symposium is one of our flagship (and award winning) tentpole events for the industry\, at which we gather hundreds of industry participants\, both women and male allies\, for two days of premium conference content on a range of subjects\, including personal development\, company culture\, the latest investment and technology trends\, and client management. The event aims to create a safe space for professionals to network\, learn and share best practice from across their professional world\, be it within investment management\, financial advice or wealth management. \nThis year’s event will feature over 50 sessions\, across five content streams\, through which our delegates can mix and match their event journey by joining various sessions at different points during the two days. The event will also be capped off by a networking dinner\, offering an excellent opportunity to connect with friends and colleagues. This year’s 80+ speaker agenda will include the following: \n\nThe main stage – for our headline content at the event we aim to shine a light on the biggest topics affecting the industry\, delivered by some of the most distinctive voices in the City and beyond. We take great pride in bring unique voices from both the financial services world\, and from outside of the City to give genuinely insightful perspectives to our audience.\n\n\nThe ‘Personal Development’ stream – in this stream we will be focussing on the individual and aiming to provide content that will not just help the professional\, but the person working in our industry. This stream will aim to provide content on both personal health topics\, and on best practice for career development.\n\n\nThe ‘Company Culture’ stream – developing an effective company culture can feel like a nebulous proposition; this stream will aim to address the impact of personal topics at work\, and how to ensure your workplace is positive and inclusive for staff. This stream will aim to provide content on both creating and maintaining an effective company culture\, and on competitive brand differentiation in an evolving world.\n\n\nThe ‘Investment Topics’ stream – this stream aims to get to the heart of the latest developments in investment products within our industry; what the latest trends are in investment trajectories\, and product developments for clients. This stream will aim to provide content on the latest investment trends\, and a substantive view of both domestic and international markets in a time of change.\n\n\nThe ‘Client Management’ stream – this stream focusses on the client and the changing nature of the financial adviser and wealth manager in the industry; both in terms of specific advisory trends\, and the changing nature of the industry. This stream will aim to provide content on both different client segments and their needs\, and on how to improve soft skills required for a client facing role.\n\n\nThe ‘Technology & Disruption’ stream – this stream focusses on the increased digitisation of our sector\, the impact of rapidly developing technology areas such as AI\, and how the future of our industry will be affected by these advancing changes. The stream will focus on both how new technologies are changing firms\, how products within the financial world are adapting\, and the impact on investors and clients.\n\nThe event has a great atmosphere\, and we recommend industry colleague from every walk of life to try it out – we really do think we have something for everyone. For a flavour of how the event feels\, see our highlight videos below from 2024 and 2025.  Join us – we can’t wait to welcome you into our community! \n  \nWatch the highlights from our 2024 and 2025 Women’s Symposium\n\n\n\n\n\n\n\n\n  \nThe 2024 & 2025 events were a huge success\, and we expect this event to sell out very quickly; early booking is highly recommended. Are you planning to book 5 or more tickets? Get in touch with the team at events@pimfa.co.uk  to discuss bespoke ticket packages. \nDo you have an interesting story to share\, or are you interested in exhibiting? We are still looking for speakers for the final agenda spots\, and a few sponsorship opportunities are also still open – if you’d like to be considered for either\, please email us on events@pimfa.co.uk to discuss it further. \nTo access the PIMFA member discount you will need to log in to your account first. If you don’t have a PIMFA account\, please create one at www.pimfa.co.uk/registration \nFor information on available hotels\, take a look at our interactive map  Launch Hotel Map
URL:https://www.pimfa.co.uk/event/pimfa-womens-symposium-2026/
LOCATION:London Excel\, Royal Victoria Dock\, 1 Western Gateway\, London\, E16 1XL\, United Kingdom
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260521T140000
DTEND;TZID=Europe/London:20260521T150000
DTSTAMP:20260420T003715
CREATED:20260402T132811Z
LAST-MODIFIED:20260414T125810Z
UID:355646-1779372000-1779375600@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Data as a Product: Turning Your Fragmented Data into Decision Advantage 2026
DESCRIPTION:Most advice firms are not short of data. They are short of data they can actually use. \nCritical information is often trapped across disconnected systems\, buried in silos and too far removed from the decisions that matter most. The result is slower decision-making\, weaker insight and AI ambition built on shaky foundations. \nThe wealth managers moving ahead are doing something different. They are treating data as a product: structured\, usable and built around the decisions the business needs to make faster\, better and with more confidence. \nIn this FREE 60-minute webinar\, in partnership with Publicis Sapient\, we explore what that shift looks like in practice\, from connecting fragmented data\, intelligence\, and AI into a unified decisioning layer that enables faster\, more confident business decisions. \nKey takeaways: \n\nHow to connect fragmented data into a unified intelligence layer across the business\nWhat it takes to structure data as a product to enable scale\, ownership\, and AI-readiness\nHow to embed AI into workflows to move from insight to action\nWhere leading firms are creating speed\, clarity\, and cross-functional decision advantage
URL:https://www.pimfa.co.uk/event/pimfa-webinar-data-as-a-product-turning-your-fragmented-data-into-decision-advantage/
CATEGORIES:Learning,Webinars
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LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-data-as-a-product-turning-your-fragmented-data-into-decision-advantage/
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260625T090000
DTEND;TZID=Europe/London:20260625T180000
DTSTAMP:20260420T003715
CREATED:20260324T115550Z
LAST-MODIFIED:20260402T161729Z
UID:354947-1782378000-1782410400@www.pimfa.co.uk
SUMMARY:The AI Leaders Incubator Programme June 2026
DESCRIPTION:2023 woke us up to AI.\n2024 got us experimenting with AI.\n2025 proved what’s possible.\n2026 is when wealth managers scale AI with discipline\, confidence and measurable ROI.\nMost firms are no longer asking whether AI matters. They are asking where it delivers real value\, how to govern it properly\, and how to move beyond pilots without creating new risk. \nThat is where the PIMFA AI Leaders Incubator Programme comes in. \nDelivered in partnership with Publicis Sapient\, this hands-on\, one-day programme is designed for senior leaders in wealth and advice who need to turn AI ambition into practical\, defensible action. It is not a conference\, not passive learning\, and not AI theatre. It is a working environment where firms test ideas\, shape use cases\, build business cases and leave with a clearer route to execution. \nCohort 1 in February 2026 has already shown what this can unlock. \nLeaders with little or no coding experience from firms including Quilter\, Evelyn Partners and Absolute Financial reported a 50% increase in confidence in sponsoring or constructively challenging AI initiatives inside their firms. \n100% said the Incubator improved their ability to identify strong AI use cases and strengthened cross-functional collaboration. \n75% said it improved their ability to prioritise AI initiatives based on risk and value. \nWhat participants valued most: \n\nA more actionable way to think about risk and prioritisation\nGreater confidence to think bigger about AI\, without losing control\nPractical tools to build a compelling business case\nA clearer blueprint for turning ambition into implementation\n\nCohort 1 left with more than inspiration. They left with a clearer grip on risk\, a stronger business case for action and greater confidence in how to turn AI ambition into practical progress. \n“A more actionable way to tackle risk and prioritisation.” \n“Permission to think bigger about what AI could do\, without losing sight of human oversight\, validation and learning.” \n“The right tools to build a compelling business case for AI\, grounded in meaningful\, practical value across the business.” \n“A clearer sense that while AI can feel new and overwhelming\, implementation is tangible and practical if you follow a blueprint\, test\, learn and build with intent.” \nThe Incubator is built to help senior leaders answer the questions that matter most: \n\nWhere can AI genuinely improve performance?\nWhich use cases are worth backing?\nHow do we balance opportunity\, risk and regulation?\nHow do we build a credible business case for action?\n\nAs an Incubator participant\, you’ll work alongside seasoned AI practitioners and peers to develop use cases\, test ideas\, strengthen governance thinking and build a more confident narrative for change inside your firms. \nAs a senior leader\, you’ll leave the Incubator with: \n\nclearer\, higher-value AI use cases\nstronger cross-functional alignment\na sharper view of risk\, value and prioritisation\ngreater confidence to sponsor\, challenge and lead AI initiatives internally\n\nWho’s the AI Leaders Incubator for? \nYou’re a senior leader\, not a coder. No background in IT or data science required. You’re the decision-maker in your firm\, shaping digital strategy\, driving innovation\, and making the big calls on investment\, risk\, and transformation. You’re ready to turn data and AI into your next competitive advantage. The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real\, embedding it into operations\, culture\, and strategy to deliver measurable business results. \nEnrolment \nEnrolment is now open for Cohort 2 of the AI Leaders Incubator. Places are limited to one senior leader per firm and will be allocated on a first-come\, first-served basis. Please note that each applicant’s level of seniority will be reviewed by PIMFA and admission will be subject to our final approval. \nStill have questions? \nPlease contact:\nPhilip Allen\, Head of Learning\nlearning@pimfa.co.uk \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-ai-leaders-incubator-programme-2/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,On Site Training
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260702T183000
DTEND;TZID=Europe/London:20260702T230000
DTSTAMP:20260420T003715
CREATED:20250616T104449Z
LAST-MODIFIED:20260416T131906Z
UID:327398-1783017000-1783033200@www.pimfa.co.uk
SUMMARY:PIMFA Annual Dinner 2026
DESCRIPTION:Following the success of the PIMFA Annual reception\, we will be launching the brand new PIMFA Annual Dinner 2026\, taking place on July 2\, in London. \nThis flagship event promises to unite over 300 senior representatives spanning the breadth of the wealth\, investment services and  financial advice industry. Key figures from government\, regulatory bodies\, and  policy makers will also be in attendance.​ \nKey benefits of attending: \n\nNetworking – connect with senior representatives from across the industry\, regulators\, government and other stakeholder organisations.\nInsights: stay informed about the latest trends\, challenges and opportunities shaping the landscape of our sector.\nRelationship building: strengthen existing relationships and cultivate new connections.\nInspiration: gain valuable insights from industry leaders through conversations and speeches.\n\nPlease contact events@pimfa.co.uk for more information on how to book your table.
URL:https://www.pimfa.co.uk/event/pimfa-annual-dinner/
LOCATION:Intercontinental Park Lane\, One Hamilton Place\, London\, W1J 7QY\, United Kingdom
CATEGORIES:Dinner,PIMFA Events,Symposium, Awards and Networking
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260923T093000
DTEND;TZID=Europe/London:20261202T123000
DTSTAMP:20260420T003715
CREATED:20260302T133700Z
LAST-MODIFIED:20260311T100716Z
UID:353105-1790155800-1796214600@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2026
DESCRIPTION:The 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 select member tickets. \n  \nAdvance your skills\, Bring a colleague along for FREE!  \nPlease use voucher CXQ8HTTW at checkout for 50% off tickets.
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-learning-programme-2026/
CATEGORIES:Learning,Programmes
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LOCATION:
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260924T080000
DTEND;TZID=Europe/London:20260924T170000
DTSTAMP:20260420T003715
CREATED:20251210T141914Z
LAST-MODIFIED:20260402T073106Z
UID:346439-1790236800-1790269200@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2026
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2026 will be returning in September! \nThis event\, one of the regular fixtures in the PIMFA calendar\, highlights key issues raised across our working groups\, and is aimed at compliance professionals in the investment management and financial advice world. The event brings 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 Compliance Conference will be live streamed on the day of the event and if joining virtually you will have the opportunity to ask questions to speakers and panellists. Those attending in person will have the opportunity to network with fellow industry colleagues\, speakers\, and sponsors. Dates\, sessions\, and speakers will be announced shortly. \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.
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2026/
LOCATION:Herbert Smith Freehills Kramer\, Exchange House\, Primrose St\, London\, EC2A 2EG\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260420T003715
CREATED:20251215T105337Z
LAST-MODIFIED:20260204T134609Z
UID:346856-1795608000-1795633200@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2026
DESCRIPTION:The event is open to senior member firm colleagues and strictly by invitation only. The aim is to provide a forum where relevant content will be presented and an opportunity for you to network with your peers will be provided. \nThe event is open to Wealth Management firms CEOs and nominated guests only. \nIf you have any interest in sponsoring or have any questions about this event please email events@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/senior-leadership-summit-2026/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20280928T080000
DTEND;TZID=Europe/London:20280928T170000
DTSTAMP:20260420T003715
CREATED:20250828T083517Z
LAST-MODIFIED:20260127T152009Z
UID:336303-1853740800-1853773200@www.pimfa.co.uk
SUMMARY:AI for Wealth Management: From Curiosity to Confidence
DESCRIPTION:AI is reshaping wealth management\, but many advice firms are stuck at the exploration stage. This one-day in-house training course prepares your leaders\, managers\, and team members to transition from curiosity to confident adoption\, providing practical insights into how AI supports client service\, compliance\, operations\, and investment advice. \nOur expert trainer Richard Preece demystifies AI\, focusing on real-world use cases from UK advice firms\, regulatory implications\, and the leadership mindsets required for successful adoption. Whether you’re a senior manager shaping digital strategy or a compliance officer navigating new risks\, you’ll gain the insight and language needed to lead informed conversations about AI in your firm. \nCourse Information: \nDelivered in-house\, this course is fully flexible to your preferred date and location. \nDuration: One Day (9:30am – 4:30pm)\nFormat: In-person or virtual delivery course that’s tailored to your specific needs\nTarget Audience: CEOs\, Partners\, COOs\, Investment Managers\, Heads of Compliance\, and Client Service Directors who want to explore AI confidently and responsibly.\nMax # of participants: 15\nFee: Available on request \nEnquiries: To find out more about this in house course contact learning@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/ai-for-wealth-management-from-curiosity-to-confidence/
CATEGORIES:Learning,On Site Training
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