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Join us for the PIMFA Retirement Planning Conference 2026, where leading experts will explore the future of retirement planning, pensions policy, advice and client outcomes. …
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£295.00 – £630.00
Date & Time: 11th Nov 2026 (8:30 - 18:00)
CPD: TBC
Location: Eversheds Sutherland
The SMF Regulatory Briefing Programme 2027 – All You Need to Know About Everything That Matters Most
PIMFA’s SMF (Senior Management Function) Regulatory Briefing Programme is a 12-month online leadership programme for time-strapped senior managers who need to cut through the regulatory noise and grasp, from a senior leader's perspective, how to better measure, manage, and monitor compliance and regulatory risks within their firm. …
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£950.00 – £1,050.00
Date & Time: 21st Jan 2027 (10:00) - 09th Dec 2027 (11:00)
CPD: 12
Location: Virtual
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Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline. …
Free
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
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Review the current state of sustainable finance policy, explore key regulatory developments, and gain insights into what’s next for ESG and responsible investing. …
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
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This 60-minute briefing, led by Peter Haines and Nigel Sydenham of CCL Academy, cuts through the noise to show senior leaders where to focus in 2026, how to stay off the FCA’s radar, and what “reasonable steps” now really look like in practice. …
Free
Date & Time: 25th Nov 2025 (11:00 - 12:00)
Location: Virtual
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Join PIMFA on 3 December for a post-Budget webinar exploring what the Chancellor’s announcements mean for our sector. Gain practical insights into key fiscal measures, their impact on firms and clients, and how PIMFA is responding. Featuring expert analysis from Global Counsel’s Christopher Dale and PIMFA’s policy team. …
Free
Date & Time: 03rd Dec 2025 (11:00 - 12:00)
Location: Virtual
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A fast, no-fluff briefing showing wealth firms how to turn AI ambition into measurable financial value - from productivity uplift to margin expansion and real-world ROI. …
Free
Date & Time: 11th Dec 2025 (11:00 - 12:00)
CPD: 1
Location: Virtual
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Learn how complacency in cyber risk management can expose firms to severe threats and reputational damage, and discover strategies to stay resilient and secure. …
Free
Date & Time: 20th Jan 2026 (11:00 - 12:00)
CPD: 1
Location: Virtual