BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//PIMFA - Building Personal Financial Futures - ECPv6.15.20//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:PIMFA - Building Personal Financial Futures
X-ORIGINAL-URL:https://www.pimfa.co.uk
X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:Europe/London
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20220327T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20221030T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20230326T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20231029T010000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:+0000
TZOFFSETTO:+0100
TZNAME:BST
DTSTART:20240331T010000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:+0100
TZOFFSETTO:+0000
TZNAME:GMT
DTSTART:20241027T010000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231212T110000
DTEND;TZID=Europe/London:20231212T120000
DTSTAMP:20260513T105638
CREATED:20231026T095839Z
LAST-MODIFIED:20260311T105211Z
UID:295504-1702378800-1702382400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Subject Access Requests: How To Recognise\, Handle and Respond Proportionately!
DESCRIPTION:According to a recent survey\, ‘60% of professionals surveyed across financial services have reported an increase in DSARs over the past year’ and ‘51% have received complaints from data subjects about a data subject access request (DSARs)’. \nThis is not surprising – customers and clients who are unhappy\, or want to find out information which is held on them\, are more cognisant than ever of their rights under DSARS\, and very few employee disputes these days come unaccompanied by a DSAR. \nGiven this\, and the fact that DSARs can be a significant drain on resources and can (very importantly) lead to the provision of information and documentation which was never intended to be made public\, they need to be managed carefully. \nIn this FREE 60-minute webinar\, Richard Preece will speak to Chris Holme and Sarah Riceman from Clyde & Co. They have been managing DSARs (including in relation to large disputes)\, and complaints\, between them for 20 years – and have a huge body of experience around how to manage DSARs\, the legal requirements\, and the ICO’s expectations.  They will discuss how PIMFA member firms can: \n\nReact and respond to a DSAR with professionalism and speed\nEnsure they are correctly identifying and redacting information so as to not disclose any information the requester is not entitled to\nIdentify when a request is manifestly unfounded and excessive and respond appropriately\nRegardless of size\, have effective management in place to efficiently respond to DSARs\nBe prepared for any regulatory scrutiny and enforcement action when handling DSARs
URL:https://www.pimfa.co.uk/event/pimfa-webinar-subject-access-requests-how-to-recognise-handle-and-respond-proportionately/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/sunset-1220040_1280.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231204T124500
DTEND;TZID=Europe/London:20231204T134500
DTSTAMP:20260513T105638
CREATED:20251113T171818Z
LAST-MODIFIED:20251113T171818Z
UID:304958-1701693900-1701697500@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 'Find out more' November 2023-2
DESCRIPTION:We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute\, no obligation webinar. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentic-leadership-programme-5-find-out-more-november-2023-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/ravi-pinisetti-1zikZJVXSfA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231204T124500
DTEND;TZID=Europe/London:20231204T134500
DTSTAMP:20260513T105638
CREATED:20231026T094249Z
LAST-MODIFIED:20251113T171713Z
UID:297842-1701693900-1701697500@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 'Find out more' January 2024
DESCRIPTION:We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute\, no obligation webinar. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentic-leadership-programme-5-find-out-more-november-2023-2-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/ravi-pinisetti-1zikZJVXSfA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231127T150000
DTEND;TZID=Europe/London:20231127T160000
DTSTAMP:20260513T105638
CREATED:20231018T211800Z
LAST-MODIFIED:20251119T105911Z
UID:297302-1701097200-1701100800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: The Autumn Statement: What are the implications for retail investors and a future general election?
DESCRIPTION:The Chancellor has announced that the 2023 Autumn Statement will occur on Wednesday\, 22 November 2023. The Autumn statement updates the government’s plans for the economy. This Autumn budget is of particular interest based on a possible general election being called in 2024. \nJoin Iona Martin\, Head of Private Banking Tax\, KPMG\, and David Ostojitsch\, Director of Government Relations and Policy\, PIMFA\, for a comprehensive update on what the Autumn budget statement includes and what it means for you\, your firm\, clients\, and the wealth management and advice industry. \nPlease note this webinar is for PIMFA Members only
URL:https://www.pimfa.co.uk/event/pimfa-webinar-the-autumn-statement-what-are-the-implications-for-retail-investors-and-a-future-general-election/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-jess-loiterton-5232302-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231123T110000
DTEND;TZID=Europe/London:20231123T120000
DTSTAMP:20260513T105638
CREATED:20231004T104758Z
LAST-MODIFIED:20251119T101532Z
UID:296171-1700737200-1700740800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: M&A in Wealth Management: Trends\, Challenges and Opportunities
DESCRIPTION:Whether your firm is preparing to acquire or ready to sell\, implementing a best practice approach to M&A is very often what separates long-term value creation from value destruction. \nIn this FREE 60-minute webinar discussion\, industry advisors Maurice McDonald\, Director at Cosegic\, alongside Anthony Turner and Andy Peterkin\, Partners at the law firm Farrer & Co.\, specialists in sale and acquisitions\, outline the strategic issues PIMFA member firms should know to enable them to realise value from transactions. \nKey topics for discussion include: \n1. How M&A deals are shaking up the industry.\n2. What really support a deal’s price.\n3. Making a success of M&A deals.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-ma-in-wealth-management-trends-challenges-and-opportunities/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-jess-loiterton-5232302-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231109T130000
DTEND;TZID=Europe/London:20231109T143000
DTSTAMP:20260513T105638
CREATED:20231024T103418Z
LAST-MODIFIED:20251119T100931Z
UID:297593-1699534800-1699540200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Imposter or talented over-achiever? Nov 2023
DESCRIPTION:Even though you’ve achieved some success in your career\, do you sometimes feel like an imposter? \nThe Imposter Syndrome is now recognised as a commonplace work experience – especially for career women. It has them attributing their success to luck\, discounting their capabilities and fearing being ex-posed as a fraud. They constantly strive for better results and are generally high achievers as a result – all-though are very unlikely to recognise this. \nHowever\, this over-achieving can lead to burn-out from an overly driven need to succeed. Or\, fear of failure and being found out as a fraud can stop them from stepping up to opportunities that will help them develop their skills\, gain experience and progress their careers. Sheryl Sandberg (COO of Facebook and author of ‘Lean In: Women\, Work\, and the Will to Lead’) says that\, to lean in fully\, women need to get comfortable with their success. When women fully own and appreciate their value\, they can\, then\, denounce the demands and accusations of their internal ‘imposter gremlin’ and embrace and enjoy success. \nWebinar structure: \nDuring this interactive session\, we will investigate the Imposter Syndrome – what it is\, how it can impact performance and how to shift the attitudes that underpin it. You will have the opportunity to explore the impact of the Imposter Syndrome both at a personal level and more widely. Coach and trainer\, Caroline Holt\, will share a simple-to-use and very effective technique for recognising and appreciating your own capabilities and helping others to do the same. You will have the opportunity to practise this during the webinar.\nWebinar take-aways: \n• A greater recognition and appreciation of the value that you bring to a project or organisation\n• Increased motivation to reach for more\n• A powerful technique in your toolkit for building core confidence and inspiring yourself and others to step up to bigger challenges
URL:https://www.pimfa.co.uk/event/pimfa-webinar-imposter-or-talented-over-achiever-nov-2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/06/Untitled-design-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230926T120000
DTEND;TZID=Europe/London:20230926T130000
DTSTAMP:20260513T105638
CREATED:20230710T202814Z
LAST-MODIFIED:20251119T102148Z
UID:292322-1695729600-1695733200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: SDR & Investment Labels: How can firms prepare for upcoming ESG regulation?
DESCRIPTION:With the FCA imminently publishing their final policy paper on sustainable investment product labelling\, we take a look at how this might impact the Wealth & Advice industry and how firms can manage an ever-growing ESG regulatory agenda. Please join our PIMFA-hosted panel discussion with insights from leading industry representatives\, as well as experts from Alpha FMC\, a leading management consultancy for the wealth & asset management industry
URL:https://www.pimfa.co.uk/event/pimfa-webinar-sdr-investment-labels-how-can-firms-prepare-for-upcoming-esg-regulation/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pexels-sachin-c-nair-954929-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230907T110000
DTEND;TZID=Europe/London:20230907T120000
DTSTAMP:20260513T105638
CREATED:20230704T212251Z
LAST-MODIFIED:20251119T100029Z
UID:286027-1694084400-1694088000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: How PIMFA Firms Can Successfully Take The Worry\, Frustration And Stress Out Of Their CASS Audit Session 2
DESCRIPTION:Demands on CASS firms have never been greater. \nResearch shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to protracted discussions with their CASS Auditors. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \nIn this FREE 60-minute webinar former regulator and co-creator of The PIMFA CASS Academy Katharine Leaman dispels the myths that surround a successful CASS Audit and withstand scrutiny from regulators\, auditors and senior managers. \nKey webinar discussion topics include: \n• The 6 key areas the FCA expects of you to be on top of\n• Why CASS breaches can be a force for good\n• Why you don’t need more staff or resources to overcome your CASS challenges \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-how-pimfa-firms-can-successfully-take-the-worry-frustration-and-stress-out-of-their-cass-audit-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/VC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230727T110000
DTEND;TZID=Europe/London:20230727T120000
DTSTAMP:20260513T105638
CREATED:20230706T083402Z
LAST-MODIFIED:20251119T094406Z
UID:290857-1690455600-1690459200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Consumer Duty: The Final Countdown
DESCRIPTION:The FCA pulled no punches last week\, listing 10 key questions they expect firms to be able to answer by the 31st July and beyond. \nThe questions to firms include the changes they’ve made following reviews of product/service design\, their treatment of vulnerable customers\, how they’ve acted on the outputs from their fair value assessments\, and their approach to staff training. \nIn this webinar\, PIMFA associate member firm\, Bovill\, reviews the regulator’s questions and explains the steps firms can still take to identify and act on areas to help demonstrate the delivery of good customer outcomes. \nThis webinar will help you: \n Understand the FCA’s key areas of focus as Consumer Duty implementation draws near \n Recognise how the FCA focus areas apply to products and services in the wealth sector \n Identify practical ways to demonstrate that you’re meeting key consumer duty requirements \nThis webinar is for: \n Sales directors\n Product/service managers\n Client-facing staff\n Operations staff\n Heads and Managers of Compliance and Risk \nTo join this FREE webinar\, please register on zoom\, details below \nWhen: Jul 27\, 2023 11:00 AM London\nTopic: PIMFA Webinar: Consumer Duty: The Final Countdown\nRegister in advance for this webinar:\nhttps://us06web.zoom.us/webinar/register/WN_J2uH1O7cQpqPtoks9vwVTw \nAfter registering\, you will receive a confirmation email containing information about joining the webinar. \n  \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-consumer-duty-the-final-countdown/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/04/cristina-cerda-e5EioBQmH8c-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230712T110000
DTEND;TZID=Europe/London:20230712T120000
DTSTAMP:20260513T105638
CREATED:20230626T205450Z
LAST-MODIFIED:20251119T095033Z
UID:283874-1689159600-1689163200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Equipping Consumer Duty Champions and Senior Executives with the knowledge to discharge their accountabilities under the Consumer Duty 2023
DESCRIPTION:The SM&CR ‘Duty of Responsibility’ and the ‘Senior Manager Conduct Rules’ establish clear senior management responsibility for complying with the requirements of the Consumer Duty. This includes a requirement for Senior Managers to personally attest that the Consumer Duty is embedded within their firm. \nAt least annually\, a firm’s board\, or an equivalent governing body\, must also review and approve an assessment of whether the firm is delivering good customer outcomes consistent with the Duty. \nThis webinar will help you: \n• Understand the requirements and expectations of Senior Managers;\n• Provide examples of the ‘reasonable steps’ Senior Managers should take to effectively discharge their individual and collective responsibilities; and\n• Provide examples of industry and regulatory best practice. \nWho should attend? \n\nConsumer Duty Champions\nSenior Executives responsible for ensuring ‘good outcomes’\nChief Risk Officers and Heads of Compliance\nRisk & Compliance Managers\nIn-house Compliance Advisory
URL:https://www.pimfa.co.uk/event/pimfa-webinar-equipping-consumer-duty-champions-and-senior-executives-with-the-knowledge-to-discharge-their-accountabilities-under-the-consumer-duty-2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/mohamed-nohassi-odxB5oIG_iA-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230710T100000
DTEND;TZID=Europe/London:20230710T110000
DTSTAMP:20260513T105638
CREATED:20230405T183726Z
LAST-MODIFIED:20251113T171156Z
UID:273808-1688983200-1688986800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Achieving positive cultural change and a competitive advantage: Part 2: Understanding your workforce through diversity data monitoring
DESCRIPTION:The FCA is encouraging firms to implement measures to promote D&I. But how do you know what action will and will not bring about sustainable positive change? We will reflect on “real life” diversity data monitoring projects\, what works\, what doesn’t and what is most effective in brining about positive cultural change. \nThis webinar will help you understand how to: \n\nAvoid data protection and employment issues in diversity monitoring projects\nMaximise the potential of your diversity data – identifying issues\, solutions and measuring success
URL:https://www.pimfa.co.uk/event/pimfa-webinar-achieving-positive-cultural-change-and-a-competitive-advantage-part-2-understanding-your-workforce-through-diversity-data-monitoring/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/02/mohammad-alizade-4wzRuAb-KWs-unsplash-300x200-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230630T124500
DTEND;TZID=Europe/London:20230630T134500
DTSTAMP:20260513T105638
CREATED:20230605T091715Z
LAST-MODIFIED:20251113T171610Z
UID:283297-1688129100-1688132700@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 5 'Find out more'  30th of June 2023
DESCRIPTION:We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute\, no obligation webinar. \nIn this webinar with executive coach Caroline Holt\, you will: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentibc-leadership-programme-5-find-out-more-june2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/06/renato-pozzi-G4oGYy_ZcsQ-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230629T110000
DTEND;TZID=Europe/London:20230629T120000
DTSTAMP:20260513T105638
CREATED:20230614T170213Z
LAST-MODIFIED:20251119T101821Z
UID:283418-1688036400-1688040000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: MiFIR Transaction Reporting: How to achieve accurate\, complete and timely reporting
DESCRIPTION:The MiFIR transaction reporting obligation is more than five years old. Yet despite the maturity of the regime\, firms are still struggling to report accurate and complete data to the regulator. \nIn this FREE 60-minute webinar Kaizen Reporting’s regulatory experts Matthew Vincent and Simon Appleton and PIMFA’s Kevin Sloane will unpack the challenges of reporting accurately\, the importance of data quality and meeting regulatory expectations\, and provide practical solutions for firms to ensure they are reporting correctly. \nKey webinar discussion topics include: \n\nCommon errors in regulatory reports\nHow to put the right controls in place\nConsequences of inaccurate reporting\nHow to take your reporting from ‘Good’ to ‘Great’
URL:https://www.pimfa.co.uk/event/pimfa-webinar-mifir-transaction-reporting-how-to-achieve-accurate-complete-and-timely-reporting/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/05/sergey-shmidt-koy6FlCCy5s-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230616T134500
DTEND;TZID=Europe/London:20230616T144500
DTSTAMP:20260513T105638
CREATED:20230530T195100Z
LAST-MODIFIED:20251113T170346Z
UID:281943-1686923100-1686926700@www.pimfa.co.uk
SUMMARY:PIMFA Webinar -  Candid Conversation - The challenges facing women as they progress their careers in wealth and financial advice June 2023
DESCRIPTION:Financial firms have made progressive steps to be a more inclusive environment that is open for women. However\, the glass ceiling still remains very much in place. \nThis invisible barrier\, which hinders women from rising to leadership positions\, has come to the attention of regulators keen to see that firms take proactive measures to tackle inequality. \nJoin Caroline Holt\, leader of PIMFA’s Authentic Leadership programme for women\, Anna Trickey\, Compliance Director at Canaccord\, and Carrie Morris\, Chief People Officer at The Openwork Partnership\, for a candid conversation on the unique set of challenges facing women\, as they progress their careers within the wealth and financial advice sector. \nOur panellists will share their own personal experiences\, discuss what they see happening for other women in the industry and talk about what’s helped them and other women to step up and embrace success.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-candid-conversation-the-challenges-facing-women-as-they-progress-their-careers-in-wealth-and-financial-advice-april-2023-2/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/IC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230606T130000
DTEND;TZID=Europe/London:20230606T140000
DTSTAMP:20260513T105638
CREATED:20230428T162608Z
LAST-MODIFIED:20260310T105511Z
UID:276482-1686056400-1686060000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: How PIMFA Firms Can Successfully Take The Worry\, Frustration And Stress Out Of Their CASS Audit
DESCRIPTION:Demands on CASS firms have never been greater. \nResearch shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to protracted discussions with their CASS Auditors. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \nIn this FREE 60-minute webinar former regulator and co-creator of The PIMFA CASS Academy Katharine Leaman dispels the myths that surround a successful CASS Audit and withstand scrutiny from regulators\, auditors and senior managers. \nKey webinar discussion topics include: \n• The 6 key areas the FCA expects of you to be on top of\n• Why CASS breaches can be a force for good\n• Why you don’t need more staff or resources to overcome your CASS challenges
URL:https://www.pimfa.co.uk/event/pimfa-webinar-how-pimfa-firms-can-successfully-take-the-worry-frustration-and-stress-out-of-their-cass-audit/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/VC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230606T110000
DTEND;TZID=Europe/London:20230606T120000
DTSTAMP:20260513T105638
CREATED:20230503T170411Z
LAST-MODIFIED:20251119T094828Z
UID:273820-1686049200-1686052800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Cyber Risk Management – How Complacency Can Ruin Your Reputation
DESCRIPTION:Cyberattacks shut down organisations and are now one of the most serious threats to financial services firms. They should be at the top of your risk register. Attackers and the techniques they use are sophisticated\, ever evolving\, and defending against them is complex. Leaders who are lagging behind\, are putting their business and clients’ financial interests at risk. Because a serious breach can have devastating consequences. \nIn this webinar our PIMFA Plus partner Mitigo will bring to life the attacks that are hitting firms and give a view of what it takes to become protected. \nThe session will cover the following: \n\nWhy misunderstanding cyber risk could ruin your reputation.\nTake a closer look at the latest cyber threats facing financial services firms.\nLearn more about the criminal ecosystem.\nUnderstand the common security errors made by financial services firms.\nAre you failing to satisfy your regulatory and legal obligations?\nFind out how to stay one step ahead of the bad guys.\n\n  \nWhat are the key learning objectives of this webinar? \n\nQuick wins to takeaway to improve your firms cyber resilience.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-cyber-risk-management-how-complacency-can-ruin-your-reputation/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/IDD.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230525T100000
DTEND;TZID=Europe/London:20230525T110000
DTSTAMP:20260513T105638
CREATED:20230331T090429Z
LAST-MODIFIED:20251113T171039Z
UID:273798-1685008800-1685012400@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Achieving positive cultural change and a competitive advantage: Part 1: the FCA’s approach to D&I and positive action vs positive discrimination
DESCRIPTION:The FCA is increasingly focusing on what financial services firms should be doing to promote diversity and inclusion (D&I). We will explore recent updates from the FCA and what we are expecting to see in 2023 and beyond. We will consider a range of measures to promote D&I\, referencing “real life” case studies\, and the fine line between lawful positive action and unlawful positive discrimination. \nThis webinar will help you understand: \n\nThe FCA’s current position on D&I and be prepared for what might be coming down the pipeline\nWhat steps you can take to promote D&I in your firm\, avoiding the costly pitfalls of positive discrimination
URL:https://www.pimfa.co.uk/event/pimfa-webinar-achieving-positive-cultural-change-and-a-competitive-advantage-part-1-the-fcas-approach-to-di-and-positive-action-vs-positive-discrimination/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-david-kanigan-14851746-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230517T130000
DTEND;TZID=Europe/London:20230517T140000
DTSTAMP:20260513T105638
CREATED:20230505T153625Z
LAST-MODIFIED:20251113T171950Z
UID:277445-1684328400-1684332000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Authentic Leadership Programme 'Find out more' session May 2023
DESCRIPTION:The Authentic Leadership programme is PIMFA’s response to supporting women who face a unique set of challenges when progressing into senior leadership positions. \nOur research shows that women aiming to rise to leadership positions in wealth and finance still have to overcome a set of challenges\, including the Imposter Syndrome\, unconscious bias in the workplace\, a peer group that shrinks as they assume more senior roles. \nIn this session with Programme Lead\, Caroline Holt invites you to: \n• Find out if the programme is appropriate for you or your colleagues\n• Hear about women graduates who have completed the programme\n• Get your questions answered about the programme – what you will get from it\, how it all works\, the admission process and fees\n• Discover how this programme differs from other Women in Leadership programmes for women
URL:https://www.pimfa.co.uk/event/pimfa-webinar-authentic-leadership-programme-find-out-more-session-may-2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/Tree.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230426T140000
DTEND;TZID=Europe/London:20230426T150000
DTSTAMP:20260513T105638
CREATED:20230404T204247Z
LAST-MODIFIED:20251120T141824Z
UID:271926-1682517600-1682521200@www.pimfa.co.uk
SUMMARY:PIMFA Webinar-  Candid Conversation- The challenges facing women as they progress their careers in wealth and financial advice April 2023
DESCRIPTION:  \nFinancial firms have made progressive steps to be a more inclusive environment that is open for women\, but the glass ceiling remains very much in place. This invisible barrier\, which hinders women from rising to leadership positions\, has come to the attention of regulators keen to see that firms to proactive measures to tackle inequality. \nJoin Caroline Holt\, leader of PIMFA’s Authentic Leadership programme for women\, Sarah Wulff-Cochrane\, Principal at UK Finance and Jayne Newton\, Head of Policyholder Tax for Royal London on Wednesday\, 26th April 2023\, from 2.00 pm to 3.00 pm for a candid conversation to explore the unique set of challenges facing women as they progress their careers within the wealth and financial advice sector. \nOur panellists will share their own personal experiences\, discuss what they see happening for other women in the industry and talk about what’s helped them and other women to step up and embrace success.
URL:https://www.pimfa.co.uk/event/pimfa-webinar-candid-conversation-the-challenges-facing-women-as-they-progress-their-careers-in-wealth-and-financial-advice-april-2023/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/03/IC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230420T110000
DTEND;TZID=Europe/London:20230420T120000
DTSTAMP:20260513T105638
CREATED:20230307T102733Z
LAST-MODIFIED:20251120T132144Z
UID:266095-1681988400-1681992000@www.pimfa.co.uk
SUMMARY:PIMFA Webinar Staying a step ahead – how to identify and respond to regulatory ‘hot topics’
DESCRIPTION:  \nThere are lots of regulatory publications to keep on top of. Enforcement notices and Dear CEO letters often contain rich insight into the thoughts and priorities of Regulators. At a minimum\, they require consideration and assessment as to what they mean for you. Indeed\, it is common in Final Notices for reference to made to previous regulatory soundings\, that meant the firm should have been on notice to the particular concerns. And so\, these publications almost become pseudo-rules in their own right. However\, with the volume and length of these documents\, demonstrating your reasonable steps is not easy. \nIn this FREE 60-minute webinar\, the team at Avyse Partners cut through the noise\, highlighting for you the essential regulatory requirements\, themes and messages you might have missed from recent announcements. \nThis webinar will: \n\n\n\nMake sense of recent FCA Enforcement notices and Dear CEO letters\nExtract for you the most salient points from the regulator’s most recent documents & speeches\nMake your life easier by tackling forthcoming regulatory headwinds using Avyse FREE gap analyse tool\nSupport you avoid committing the same regulatory breaches and failings as your peers
URL:https://www.pimfa.co.uk/event/pimfa-webinar-staying-a-step-ahead-how-to-identify-and-respond-to-regulatory-hot-topics/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/pexels-victor-freitas-1072838-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230330T103000
DTEND;TZID=Europe/London:20230330T113000
DTSTAMP:20260513T105638
CREATED:20230213T173345Z
LAST-MODIFIED:20251120T131913Z
UID:265154-1680172200-1680175800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: Consumer Duty through a Training and Competence Lens
DESCRIPTION:Now that the FCA’s plans for the new Consumer Duty have started to sink in\, firms are now getting to grips with what they need to accomplish by July 31st. However\, whilst there is a lot of discussion about the new principle for business\, cross-cutting rules and new conduct rules\, there appears to be very little discussion at this stage about the over-arching role of “employee competence.” \nWould your organisation be confident to hand over their Training & Competence records to the regulator? If asked\, could your firm demonstrate the gap analysis and subsequent development plans for each new starter you’ve onboarded in the last few years? Would being asked to demonstrate “role relevant” training on conduct rules to staff make you start to feel a little uncomfortable? \nRegardless of whether you might answer Yes/No/Don’t know to any one of those questions\, we think your input and perspective would add value to our debate on the topic\, so\, join PIMFA and the Worksmart team to discuss: \n  \n\nThe regulators expectations\nThe implications of the new Conduct Rule 6\nWhat does good T&C look like under Consumer Duty?\nHow you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\nHow firms can your approach to T&C support Culture change in your firm\nHow RegTech can improve your approach to T&C
URL:https://www.pimfa.co.uk/event/pimfa-webinar-webinar-consumer-duty-through-a-training-and-competence-lens/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2022/05/robert-bye-Kc7xqFTtcc4-unsplash-scaled.jpg
END:VEVENT
END:VCALENDAR