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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
At KPMG, One Snowhill Queensway, Birmingham, B4 6GH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Registration from 4pm Please register here Seminar Agenda (CPD qualifying)…
Date & Time: 20th Sep 2023 (16:00 - 19:30)
Location: In Person
Stay ahead of regulatory change at PIMFA’s Compliance Conference 2023. This event brings together compliance leaders, regulators, and industry experts to tackle the latest challenges, share best practices, and explore strategies for building resilient, compliant firms. …
£150.00 – £550.00
Date & Time: 21st Sep 2023 (9:00 - 17:00)
Location: In Person
Understand the FCA’s SDR and investment labels requirements and learn how your firm can prepare for upcoming ESG regulations with practical steps for compliance and reporting. …
Free
Date & Time: 26th Sep 2023 (12:00 - 13:00)
Location: In Person
At Tramshed Tech, Unit D, Pendyris St, Cardiff, CF11 6BH we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 17.30, followed by a breakout session and networking from 18.30 Ready Steady Grow Cardiff – sign up here…
Date & Time: 27th Sep 2023 (17:30 - 20:30)
Location: In Person
At KPMG, 66 Queen Square, Bristol, BS1 4BE we are bringing together small businesses, investors, IFAs, entrepreneurs and business advisers - all in one place to hear expert opinion from SME industry experts. The event is split into two parts – a technical seminar at 16.30, followed by a breakout session and networking from 17.30 Ready Steady Grow Bristol – sign up here Registration from…
Date & Time: 28th Sep 2023 (16:00 - 19:30)
Location: In Person
Gain expert insights and practical guidance on safeguarding client assets and meeting regulatory obligations with confidence. …
£2,750.00 – £3,750.00
Date & Time: 03rd Oct 2023 (9:00 - 12:30)
Location: In Person