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What’s now possible for wealth firms when AI meets Consumer Duty? …
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
Explore how firms can identify and support vulnerable clients while meeting – and exceeding – FCA expectations for fair treatment and robust compliance. …
Free
Date & Time: 18th Nov 2024 (11:00 - 12:00)
Location: In Person
Unpack what you, as a newly appointed or current senior manager, need to know to make better and more informed decisions to meet the rising expectations of staff, your board, and the regulator. …
Free
Date & Time: 26th Nov 2024 (14:00 - 15:00)
Location: In Person
Uncover how firms can stay ahead of CASS compliance challenges and prepare effectively for potential s166 reviews before issues escalate. …
Free
Date & Time: 14th Jan 2025 (11:00 - 12:00)
Location: In Person
Join PIMFA’s webinar to explore how firms can prepare for potential s166 reviews by strengthening CASS compliance and mitigating risks before issues escalate. …
Free
Date & Time: 21st Jan 2025 (11:00 - 12:00)
Location: In Person
Understand the new duty to prevent sexual harassment in the workplace, explore regulatory expectations, and learn practical steps to create a safe and compliant culture. …
Free
Date & Time: 25th Feb 2025 (11:00 - 12:00)
Location: In Person
In this FREE 60-minute webinar, our panel remove the veil and offers a deep dive look into the regulatory hurdles, post-merger complexities and common due diligence failings that threaten to scupper mergers and acquisitions in the UK's wealth management sector. …
Free
Date & Time: 03rd Jul 2025 (11:00 - 12:00)
CPD: 1
Location: Virtual