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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
Ready Steady Grow! is an event for the investment ecosystem in Oxford EISA is back in Oxford for another event that brings the EIS and VC ecosystem together to learn and connect. Join us as the Enterprise Investment Scheme Association (EISA) returns for a session supporting everyone in the investment space, from founders to funds. Date: 26th November, 2024, registration from 16:00 BST Venue:…
Date & Time: 26th Nov 2024 (16:00 - 19:30)
Location: In Person
PIMFA has the pleasure to announce that the date has now been set for the upcoming PIMFA Senior Leadership Summit & Dinner 2024. 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: 27th Nov 2024 (12:00 - 21:00)
CPD: 5
Location: In Person
Contact details: Stephanie Pollard (stephanie.pollard@clydeco.com) | +44 7843 833 106 Mental ill health is one of the leading causes of sickness absence in the UK but look beyond the headline statistics and we see that younger workers are disproportionately impacted by mental health issues. Join us for a special webinar where Counselling Psychologist Mr Simon Brittz from HCA Healthcare will join Employment Partner Chris Holme…
Free
Date & Time: 28th Nov 2024 (12:30 - 13:30)
Location: In Person
Before the FCA initiates a Section 166 review of your firm's approach to CASS, the regulator typically takes several preliminary steps to assess your firm's compliance and risk profile. Yet for many firm’s the regulators actions before a s166 is triggered, remain a mystery. In this FREE 60-minute webinar, we unpick the crucial steps leading up to a Section 166 notice, demystifying the key processes…
Free
Date & Time: 14th Jan 2025 (11:00 - 12:00)
Location: In Person
The FCA's Section 166, "Skilled Person Review," is one of the regulator's go-to tools they’re not afraid to use, when assessing your firm's compliance with the CASS rules. No need to be concerned? Think again, as s166 reviews continuing to rise across the sector, firms should be in no doubt that the FCA is prepared to appoint an independent third party to conduct a 'drains…
Free
Date & Time: 21st Jan 2025 (11:00 - 12:00)
Location: In Person
Customer vulnerability is a complex area that PIMFA member firms must get right. Ultimately, it is about identifying customers with vulnerable characteristics and ensuring they consistently experience good outcomes. That’s not as easy as it sounds, especially when The FCA has made clear that it will apply a vulnerability lens to its ongoing supervisory and enforcement work. This live tutor-led training course delivered by vulnerability…
£350.00 – £450.00
Date & Time: 28th Jan 2025 (14:00 - 17:00)
CPD: 3
Location: In Person