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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 (8:30 - 18:00)
CPD: TBC
Location: Hybrid
PIMFA’s monthly Wealth Management Financial Crime Compliance Learning Programme ensures senior managers, MLRO/DMLOs, Heads of Compliance, compliance officers and legal professionals don’t just keep up to date with key changes and regulatory deadlines, but develop the clarity, direction and insight they need to design an effective and efficient anti-financial crime control framework that protects their firm, creates value and enhances revenue opportunities. …
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£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00) - 11th Nov 2026 (0:00)
CPD: 12
Location: Virtual
PIMFA Learning comes to your office to supercharge your approach to AI adoption and implementation …
CPD: TBC
Location: In Person
We would like to invite you to discover more about PIMFA’s ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute, no obligation webinar. In this webinar with executive coach Caroline Holt, you will: • Find out if the programme is appropriate for you or your colleagues • Hear about women graduates who have completed the…
Free
Date & Time: 27th Nov 2023 (12:45 - 13:45)
Location: In Person
The Chancellor has announced that the 2023 Autumn Statement will occur on Wednesday, 22 November 2023. The Autumn statement updates the government's plans for the economy. This Autumn budget is of particular interest based on a possible general election being called in 2024. Join Iona Martin, Head of Private Banking Tax, KPMG, and David Ostojitsch, Director of Government Relations and Policy, PIMFA, for a comprehensive…
Free
Date & Time: 27th Nov 2023 (15:00 - 16:00)
Location: In Person
PIMFA has the pleasure to announce that the date has now been set for the upcoming PIMFA Senior Leadership Summit & Dinner 2023. 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. The event…
Date & Time: 29th Nov 2023 (10:00 - 22:00)
CPD: 3
Location: In Person
We would like to invite you to discover more about PIMFA’s ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute, no obligation webinar. In this webinar with executive coach Caroline Holt, you will: • Find out if the programme is appropriate for you or your colleagues • Hear about women graduates who have completed the…
Free
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
According to a recent survey, '60% of professionals surveyed across financial services have reported an increase in DSARs over the past year' and '51% have received complaints from data subjects about a data subject access request (DSARs)'. This is not surprising – customers and clients who are unhappy, or want to find out information which is held on them, are more cognisant than ever of…
Free
Date & Time: 12th Dec 2023 (11:00 - 12:00)
Location: In Person
For the past 6 years, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Under 40 Leadership Committee. Its 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 the 2022 report here At the event…
Date & Time: 13th Dec 2023 (14:00 - 18:00)
Location: In Person