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X-WR-CALNAME:PIMFA - Building Personal Financial Futures
X-ORIGINAL-URL:https://www.pimfa.co.uk
X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230330T103000
DTEND;TZID=Europe/London:20230330T113000
DTSTAMP:20260422T124054
CREATED:20230213T173345Z
LAST-MODIFIED:20251120T131913Z
UID:265154-1680172200-1680175800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Consumer Duty through a Training and Competence Lens
DESCRIPTION:Now that the FCA’s plans for the new Consumer Duty have started to sink in\, firms are now getting to grips with what they need to accomplish by July 31st. However\, whilst there is a lot of discussion about the new principle for business\, cross-cutting rules and new conduct rules\, there appears to be very little discussion at this stage about the over-arching role of “employee competence.” \nWould your organisation be confident to hand over their Training & Competence records to the regulator? If asked\, could your firm demonstrate the gap analysis and subsequent development plans for each new starter you’ve onboarded in the last few years? Would being asked to demonstrate “role relevant” training on conduct rules to staff make you start to feel a little uncomfortable? \nRegardless of whether you might answer Yes/No/Don’t know to any one of those questions\, we think your input and perspective would add value to our debate on the topic\, so\, join PIMFA and the Worksmart team to discuss: \n  \n\nThe regulators expectations\nThe implications of the new Conduct Rule 6\nWhat does good T&C look like under Consumer Duty?\nHow you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\nHow firms can your approach to T&C support Culture change in your firm\nHow RegTech can improve your approach to T&C
URL:https://www.pimfa.co.uk/event/pimfa-webinar-webinar-consumer-duty-through-a-training-and-competence-lens/
CATEGORIES:Learning,Webinars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230322T084500
DTEND;TZID=Europe/London:20230322T153000
DTSTAMP:20260422T124054
CREATED:20230215T151108Z
LAST-MODIFIED:20231002T073635Z
UID:266022-1679474700-1679499000@www.pimfa.co.uk
SUMMARY:The Scotsman Annual Investment Conference
DESCRIPTION:The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. \nThis 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. \nThe 2023 event will be a full-day conference providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nThere will be plenty of time for Q&A sessions and for networking throughout the day. \nOur expert speakers include:\nDAVID COOMBS\, Head of Multi-Asset Investments\, Rathbones\nZEHRID OSMANI\, Portfolio Manager\, Martin Currie Global Portfolio Trust\nDAVID ATKIN \, CEO\, The Principles for Responsible Investment\nLUCY CHADWICK\, Partner and Head of ESG\, Global Infrastructure Partners (GIP)\nDR LESLEY SAWERS O.B.E\, Non-Executive Director\, Crosswind\nLAURA MATHIESON\, Associate Director\, Savills\nOWEN MCLENNAN\, Partner\, Dentons\nGILLIAN FLEMING\, CEO\, Mint Ventures\nBENJAMIN LANCASTER\, Co-Founder\, VCL Vintners \nFor more information please visit the website by clicking here
URL:https://www.pimfa.co.uk/event/the-scotsman-annual-investment-conference/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230316T103000
DTEND;TZID=Europe/London:20230316T153000
DTSTAMP:20260422T124054
CREATED:20230118T180609Z
LAST-MODIFIED:20251113T163030Z
UID:260779-1678962600-1678980600@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Bristol
DESCRIPTION:We are aware of planned rail industrial action on 16th March which may cause disruption however \, we fully expect the event to go ahead as planned. \nThe PIMFA team  is taking to the road for the second regional roadshow of 2023. The team\, along with our guest speakers Shoosmiths and MITIGO Cyber Security are looking forward to meeting registered participants at  our host partner RSM UK’s office in central Bristol. \nPIMFA Roadshows provide attendees with the opportunity to meet and listen to SME’s on relevant industry topics\, this time we will be covering: \n\nConsumer Duty       Jonathon Crook and Thomas Morrison  (Shoosmiths LLP)\nRegenerative Investing     Jack Chellman   (Global Returns Project)\nCyber Resilience     Kerrie Machin  (MITIGO Cyber Security)\nComprehensive Regulatory Update     Simon Harrington   (PIMFA)\n\nNetworking opportunities will also be available.\nAttendees will receive 3 hours of CPD for full attendance. \nRSM UK\, Second Floor\, 1\, The Square\, Temple Quay\, Redcliffe\, Bristol BS1 6DG
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-bristol-2023-2/
CATEGORIES:PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T150000
DTEND;TZID=Europe/London:20230308T170000
DTSTAMP:20260422T124054
CREATED:20230227T104930Z
LAST-MODIFIED:20231002T073635Z
UID:267019-1678287600-1678294800@www.pimfa.co.uk
SUMMARY:Conversational Engagement: Can secure & compliant messaging seriously impact revenue?
DESCRIPTION:Can convenient messaging improve the service experience enough to drive topline growth for wealth managers\, banks\, and advisors? \nThe answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded\, but the issue of data security is front and centre of clients’ minds. \nJoin Jens Rabe\, Chief Operating Officer at Unblu and Jeremy Barnes\, RVP Services\, North America at Unblu on March 8\, 2023 at 16:00 CET for the webinar\, “Conversational Engagement: Can secure & compliant messaging seriously impact revenue?” \nThe webinar will explore: \n– The challenge of regulatory compliance and how it’s currently impacting firms.\n– The opportunities that convenient messaging represents within wealth management.\n– The Unblu Conversational Engagement Platform – with a focus on the Secure Messenger. \nClient-advisor interaction can represent a path to accelerated AUM growth. \nAre you ready to connect with your clients in a more meaningful way? \nTo book click here
URL:https://www.pimfa.co.uk/event/conversational-engagement-can-secure-compliant-messaging-seriously-impact-revenue/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T100000
DTEND;TZID=Europe/London:20230308T110000
DTSTAMP:20260422T124054
CREATED:20230228T102658Z
LAST-MODIFIED:20231002T073625Z
UID:267086-1678269600-1678273200@www.pimfa.co.uk
SUMMARY:SEIS Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Fox (Business Development Manager\, Haatch)\n-️ Sunil Shah (CEO\, o2h Ventures) \nDuring the webinar\, our host and expert panellists will discuss: \n✅ Details of the Seed Enterprise Investment Scheme (SEIS)\n✅ An overview of what investing in an SEIS fund looks like\n✅ Last minute tips\n✅ The proposed changes to the scheme from April 2023\n✅ Key things to consider\n✅ Examples of investee companies \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Nova Growth Capital\, o2h Ventures\, Jenson Funding Partners and Haatch. \nTo register your place click here. \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/seis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230301T100000
DTEND;TZID=Europe/London:20230301T110000
DTSTAMP:20260422T124054
CREATED:20230227T105021Z
LAST-MODIFIED:20231002T073625Z
UID:266765-1677664800-1677668400@www.pimfa.co.uk
SUMMARY:EISA Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar (10am-11am) on EIS investment for financial advisers from the Enterprise Investment Scheme Association. \nPlease register here \nDuring the webinar\, our host and expert panellists will discuss: \n✅ An overview of what investing in an EIS fund looks like\n✅ Key considerations when investing\n✅ Examples of investee companies \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Andrew Noble (Partner\, Par Equity)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Franks (Head of Investment Products\, Octopus Investments)\n-️ John Glencross (CEO and Co-Founder\, Calculus Capital)\n-️ Sunil Shah (CEO\, o2h Ventures) \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Calculus Capital\, Jenson Funding Partners\, Nova Growth Capital\, Octopus Investments\, 02h Ventures and Par Equity. \nTo register your place click here \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/eis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230228T103000
DTEND;TZID=Europe/London:20230228T153000
DTSTAMP:20260422T124054
CREATED:20230118T180528Z
LAST-MODIFIED:20251120T131057Z
UID:260753-1677580200-1677598200@www.pimfa.co.uk
SUMMARY:PIMFA Regional Roadshow - Leeds
DESCRIPTION:The PIMFA team  is taking to the road for the first regional roadshow of 2023. We\, along with our event partner MITIGO Cyber Security are looking  forward to meeting registered participants at our host partner Shoosmiths LLP’s offices in central Leeds. \nPIMFA Roadshows provide attendees with the opportunity to meet and listen to SME’s on relevant industry topics\, this time we will be covering: \n\nConsumer Duty       Jonathon Crook and Daren Allen (Shoosmiths)\nNormalising Mental Health         Chris Clarke (Chasing the Stigma)\nCyber Resilience        Kerrie Machin (MITIGO Cyber Security)\nComprehensive Regulatory Update        Alexandra Roberts (PIMFA)\n\nNetworking opportunities will also be available.\nAttendees will receive 3 hours of CPD for full attendance. \nShoosmiths LLP\, Platform Building\, 9th Floor\, New Station St\, Leeds LS1 4JB 
URL:https://www.pimfa.co.uk/event/pimfa-regional-roadshow-leeds-2023/
CATEGORIES:PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230112T163000
DTEND;TZID=Europe/London:20230112T173000
DTSTAMP:20260422T124054
CREATED:20230106T120941Z
LAST-MODIFIED:20251120T130447Z
UID:258952-1673541000-1673544600@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 5 'Find out more'  2023 Session 5
DESCRIPTION: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. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentibc-leadership-programme-5-find-out-more-sep-2022-session5/
CATEGORIES:Learning
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