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In wealth and advice, most deals don’t fail at completion. They fail months later. …
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 – £750.00
Date & Time: 19th May 2026 (8:30) - 20th May 2026 (16:00)
CPD: TBC
Location: London Excel
Get fully up to date on the FCA’s final rules and guidance for SDR and investment labels, and understand what they mean for your firm’s compliance and reporting obligations. …
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person
Examine the growing link between climate change and financial crime, and discover strategies to break this vicious cycle while safeguarding your firm’s resilience. …
Free
Date & Time: 25th Jan 2024 (11:00 - 12:00)
Location: In Person
Gain essential insights into the financial crime landscape for 2024, emerging risks, and practical steps to protect your firm and clients. …
Free
Date & Time: 15th Feb 2024 (10:00 - 11:00)
Location: In Person
Discover practical strategies for simplifying your next CASS audit, reducing stress, and ensuring compliance with confidence. …
Free
Date & Time: 07th May 2024 (10:00 - 11:00)
Location: In Person
This webinar will explore practical strategies to maintain a proactive culture, strengthen governance, and embed accountability across your firm. …
Free
Date & Time: 24th Jun 2024 (11:00 - 12:00)
Location: In Person
In this FREE 60-minute webinar, Thistle Initiative’s experts unpack the FCA latest expectations, highlighting where and how PIMFA member firms must revisit their IFPR implementation and ICARA reporting to ensure the adequacy and operating effectiveness of your ICARA process follows good industry practice …
Free
Date & Time: 09th Oct 2024 (11:00 - 12:00)
Location: In Person