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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
The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. This year’s conference will cover a wide range of themes, such as market trends for 2023 and how investors should best position themselves, the importance of sustainability and ESG for places and people and alternative investments. The 2023 event will be a full-day conference providing the opportunity…
£15
Date & Time: 22nd Mar 2023 (8:45 - 15:30)
Location: In Person
Explore how Consumer Duty can be implemented through effective training and competence frameworks, ensuring your teams deliver consistently high standards and meet regulatory expectations. …
Free
Date & Time: 30th Mar 2023 (10:30 - 11:30)
Location: In Person
This session will help you anticipate emerging regulatory trends, understand their impact, and develop proactive strategies to manage compliance effectively. Perfect for professionals looking to strengthen resilience and maintain a competitive edge in a rapidly evolving regulatory landscape. …
Free
Date & Time: 20th Apr 2023 (11:00 - 12:00)
Location: In Person
The deadline for Consumer Duty compliance is fast approaching, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. But with so many complex and far reaching programmes in flight, designed to implement an array of process changes and outputs, it’s important to ask: How can you be sure that the customer outcomes resulting…
Free
Date & Time: 26th Apr 2023 (12:00 - 13:00)
Location: In Person
This webinar will explore barriers to women's progression, strategies for overcoming them, and practical steps firms can take to foster a more inclusive and supportive environment. …
Free
Date & Time: 26th Apr 2023 (14:00 - 15:00)
Location: In Person
Equip your advisers with the principles and practices needed to meet clients’ ESG expectations while complying with Consumer Duty. …
£400.00 – £450.00
Date & Time: 27th Apr 2023 (9:30 - 12:30)
CPD: 3
Location: In Person