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In wealth and advice, most deals don’t fail at completion. They fail months later. …
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Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
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: TBC
Location: London Excel
Explore the latest trends, regulations, and best practices in Environmental, Social, and Governance (ESG) at PIMFA’s ESG Seminar 2024. Join industry experts and thought leaders as we discuss how firms can integrate ESG principles into strategy, meet regulatory expectations, and deliver sustainable value for clients. …
£125.00 – £250.00
Date & Time: 19th Jun 2024 (9:00 - 16:30)
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
Stay ahead of regulatory change at PIMFA’s Compliance Conference 2024. 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. …
£250.00 – £600.00
Date & Time: 19th Sep 2024 (8:30 - 18:00)
CPD: 7
Location: In Person
Celebrate excellence in Diversity & Inclusion across the wealth management and financial advice sector. The PIMFA D&I Awards 2024 recognises individuals and firms driving meaningful change, fostering inclusive cultures, and championing equality in our industry. …
Date & Time: 10th Oct 2024 (18:30 - 23:59)
Location: In Person
Gain expert insights and actionable strategies to embed customer-centric practices across your business. …
Free
Date & Time: 24th Oct 2024 (14:00 - 17:00)
CPD: 3
Location: In Person
For the past 7 years, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Under 40 Leadership Committee. Its purpose is to bring together bright minds to debate, research and consider pressing issues facing our industry. Their findings result in a report, which is published and widely circulated. You can download the 2023 report here. …
Date & Time: 12th Feb 2025 (14:00 - 18:00)
CPD: 3
Location: In Person