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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
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: 30th May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person
Cyberattacks shut down organisations and are now one of the most serious threats to financial services firms. They should be at the top of your risk register. Attackers and the techniques they use are sophisticated, ever evolving, and defending against them is complex. Leaders who are lagging behind, are putting their business and clients’ financial interests at risk. Because a serious breach can have devastating…
Free
Date & Time: 06th Jun 2023 (11:00 - 12:00)
Location: In Person
Demands on CASS firms have never been greater. 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 protracted discussions with their CASS Auditors. The problem often isn't with knowing the CASS rules - many strategies are well understood - but with execution and application. In…
Free
Date & Time: 06th Jun 2023 (13:00 - 14:00)
Location: In Person
To ensure your people are prepared to meet the ‘biggest regulatory overhaul in a decade’ PIMFA member firms would be advised to dust off and stress test their approach to Training and Competency (T&C) before the new Consumer Duty comes into force in July 2023. Why is T&C so critical under the new Consumer Duty? Taking centre stage of your approach to Consumer Duty is…
£350.00 – £400.00
Date & Time: 08th Jun 2023 (13:30 - 15:30)
CPD: 2
Location: In Person
Financial firms have made progressive steps to be a more inclusive environment that is open for women. However, the glass ceiling still 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 take proactive measures to tackle inequality. Join Caroline Holt, leader of PIMFA’s Authentic Leadership programme for women, Anna…
Free
Date & Time: 16th Jun 2023 (13:45 - 14:45)
Location: In Person
This webinar has been created to help those concerned with saying the wrong thing when working with LGBTQ+ clients. We all know an LGBTQ+ client is the same as any other but for some, human fear kicks in (unintentionally) and you may feel you’ve said the wrong thing which in turn creates an uncomfortable situation for all when no one means too. So, at 10am…
Free
Date & Time: 22nd Jun 2023 (10:00 - 11:00)
Location: In Person