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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
Will your firm still be trusted by your clients after a major disruption or even crisis has occurred? Today, Wealth Managers face a confluence of interrelated environmental, economic, and geopolitical crises, magnified over TiKTok, Twitter and Instagram. A firm's value, brand and credibility can be compromised in a matter of minutes. Government, regulators, investors, clients, and other stakeholders are increasingly considering risk and resilience from a…
£400.00 – £500.00
Date & Time: 21st May 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
New legislation coming into effect on 26 October 2024 strengthens the protections available to employees from sexual harassment, by introducing a new duty on employers to “take reasonable steps” to prevent sexual harassment. …
Free
Date & Time: 13th Jun 2024 (11:00 - 12:00)
Location: In Person
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
‘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
The PIMFA Mergers and Acquisitions dinner is an opportunity for PIMFA members to gain valuable insight into the current M&A landscape impacting and effecting the sector. M&A experts from Farrer & Co. and Thistle Initiatives provide firm’s with an update on the current deal environment and what we can expect to see over the coming year. Benefits for attending: 1. Hear insights into M&A trends,…
Date & Time: 24th Sep 2024 (18:30 - 20:00)
Location: In Person