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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
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: 18
Location: London excel
Culture lies at the heart of strengthening your approach to Consumer Duty, Financial Crime, DEI and Vulnerable customers. Yet, despite the frequent reminders from the FCA, wealth management firms still need to work on demonstrating to the regulator how they can positively shift the culture needle. In this FRE 60-minute webinar, our experts unpack: Why Culture remains central to the FCA’s supervisory model How to…
Free
Date & Time: 24th Jun 2024 (11:00 - 12:00)
Location: In Person
Are you ready to rise to the challenge? The Consumer Duty, a key part of the FCA’s strategy, is setting the bar high in the financial services sector. It requires firms to put their customers’ needs first, and to demonstrate this on a continuous basis which poses a variety of challenges for firms. As we approach the July 2024 milestone, Ruleguard reflects on key challenges…
Free
Date & Time: 27th Jun 2024 (10:30 - 11:30)
Location: In Person
PIMFA is delighted to announce a new event being launched in July – our first event dedicated to the worlds of cyber security, operational resilience and risks. In response to member demand and building off the work conducted across our various committees, groups and forums, we will be bringing a dedicated week of daily webinar content on the most prescient topics relevant to firm security…
Date & Time: 08th Jul 2024 (12:00) - 12th Jul 2024 (13:00)
Location: In Person
Product governance is a critical aspect of business management. Firms need to ensure that products are developed, launched, and maintained to meet regulatory standards, customer expectations, as well as business objectives. Getting the balance just right is vital to your firm’s success. Join our upcoming webinar where we delve into the following areas: Product governance requirements Implementing a product governance framework Risk management considerations Management…
Free
Date & Time: 25th Jul 2024 (10:30 - 11:30)
Location: In Person
‘HR Professionals: How Ready Are You for Employment Law Changes?’ In September’s HR Briefing we discuss how two new employment bills the Employment Rights Bill and the Draft Equality (Race and Disability) Bill announced in the Kings speech on 17th July will impact on the world of HR professionals within Wealth firms if they become law. Over 60 minutes, Clyde & Co’s employment team unpack…
Free
Date & Time: 12th Sep 2024 (11:00 - 12:00)
Location: In Person
The Business Wide Risk Assessment (BWRA) is a key pillar in understanding the risks posed to your business and monitoring the effectiveness of you control framework. Yet so many firms are still getting this critical, living document wrong and thus falling short of regulatory expectations. The Business Wide Risk Assessment masterclass, delivered by Avyse, is your opportunity to step back and consider the financial crime…
£300.00 – £400.00
Date & Time: 16th Sep 2024 (9:30 - 12:30)
Location: In Person