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Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the experts, this conference will facilitate fruitful discussions with opportunity for questions and networking. …
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£275.00 – £630.00
Date & Time: 25th Sep 2025 (8:30 - 18:00)
CPD: TBC
Location: Hybrid
PIMFA’s monthly Wealth Management Financial Crime Compliance Learning Programme ensures senior managers, MLRO/DMLOs, Heads of Compliance, compliance officers and legal professionals don’t just keep up to date with key changes and regulatory deadlines, but develop the clarity, direction and insight they need to design an effective and efficient anti-financial crime control framework that protects their firm, creates value and enhances revenue opportunities. …
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£695.00 – £895.00
Date & Time: 12th Nov 2025 (0:00) - 11th Nov 2026 (0:00)
CPD: 12
Location: Virtual
PIMFA Learning comes to your office to supercharge your approach to AI adoption and implementation …
CPD: TBC
Location: In Person
The Consumer Duty is one of the most significant regulatory initiatives in recent years with the FCA considering it a major step change for financial services, requiring firms to make lasting changes to culture and behaviour to consistently deliver good outcomes. Following the success of 2023’s conference, put on for PIMFA member firms planning ahead of the implementation deadline, we will be reconvening the group…
£200.00 – £600.00
Date & Time: 28th Feb 2024 (10:00 - 18:00)
CPD: 6
Location: In Person
PIMFA proudly presents a transformative event in celebration of International Women’s Day 2024: Breaking Barriers. Our mission is to redefine the landscape of wealth management and financial advice by attracting a diverse group of young minds. With the inspiring theme of 'Inspiring Inclusion,' we want to create an industry that every individual can see themselves in both to work and build their financial education. Taking…
Date & Time: 04th Mar 2024 (16:00 - 19:00)
Location: In Person
The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly…
Free
Date & Time: 06th Mar 2024 (11:00 - 12:00)
Location: In Person
Keeping pace with the shifting landscape of HR issues, changes in workplace law and upcoming regulation is challenging. The PIMFA HR Forum, supported by the employment team at Clyde & Co., is an engaging, deep-dive review of the most pressing HR concerns that impact PIMFA member firms. In each quarterly online session, we tackle real HR issues and collectively provide new perspectives, ideas and solutions…
Free
Date & Time: 06th Mar 2024 (14:00 - 15:00)
Location: In Person
Keeping pace with the shifting landscape of HR issues, changes in workplace law and upcoming regulation is challenging. …
Date & Time: 06th Mar 2024 (14:00 - 15:00)
Location: In Person
We are delighted to announce that we will be hosting the PIMFA Spring Networking Reception on March 21st in London. Due to the huge popularity of this event we are releasing a total of 5 tickets per firm in this instance. This might increase closer to the time if capacity allows. This will be a great opportunity to network with industry colleagues, industry stakeholders and…
Date & Time: 21st Mar 2024 (18:30 - 21:30)
Location: In Person