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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
Equip your advisers with the principles and practices needed to meet clients’ ESG expectations while complying with Consumer Duty. …
£400.00 – £450.00
Date & Time: 27th Apr 2023 (9:30 - 12:30)
CPD: 3
Location: In Person
Starting our Consumer Duty Series with practical strategies for testing consumer outcomes. This session focuses on actionable approaches to ensure compliance with FCA requirements, helping firms demonstrate good outcomes and embed Consumer Duty into everyday practice. …
£300.00 – £350.00
Date & Time: 03rd May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person
Learn how to effectively collaborate with third-party providers under the FCA’s Consumer Duty. This session explores best practices for oversight, accountability, and data sharing to ensure good consumer outcomes across the value chain. …
£300.00 – £350.00
Date & Time: 23rd May 2023 (9:30 - 11:30)
CPD: 2
Location: In Person