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DTSTART;TZID=Europe/London:20240228T100000
DTEND;TZID=Europe/London:20240228T110000
DTSTAMP:20260425T124740
CREATED:20240214T101246Z
LAST-MODIFIED:20240214T101246Z
UID:306764-1709114400-1709118000@www.pimfa.co.uk
SUMMARY:Impact EIS Funds for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar on investing in impact EIS funds from the Enterprise Investment Scheme Association. \nDate: Wednesday 28th February\nTime: 10.00-11.00am \nThe webinar is orientated specifically towards financial advisers\, and open to both EISA members and non-members. \nDuring the webinar\, you’ll learn: \n✅ What investing in an impact EIS fund looks like\n✅ Key considerations when investing\n✅ Examples of investee companies \nSpeakers \nArran Dewar (SIS Ventures)\nJames Faulkner (Vala Capital)\nMatt Jellicoe\, (One Planet Capital)\nAntoine Pradayrol\, (Green Angel Ventures)\nChristiana Stewart-Lockhart (Director General\, EISA) Chair \nArran Dewar joined SIS in 2023 to lead SIS Ventures. Before this\, he worked with Inspiring Scotland and was responsible for the CashBack for Communities Fund (on behalf of Scottish Government)\, focussed on improving the quality of life of disadvantaged young people. In this role\, Arran supported the fund’s social impact through 35 organisations to deliver programmes across Scotland.  A qualified Chartered Accountant with over 20 years’ of experience working in business advisory\, investment and portfolio management\, due diligence and finance\, Arran has previously held roles with EY\, Saffery Champness and Deloitte. He has a BSc honours degree in Physiology from Glasgow University. \nJames Faulkner is a co-founder and the CEO of the Vala Group\, James is also the Managing Director of Vala Capital and has responsibility for the day to day oversight of Vala. James has enjoyed a successful career in sales and marketing for over 30 years primarily within financial services with PwC\, ABN Amro and Dun & Bradstreet but with spells in manufacturing and consulting too. James is a Chartered Member of the CISI and holds the Level 4 Investment Advice Diploma. \nMatt Jellicoe Co Founder and Director\, One Planet Capital.  After a corporate career in public companies\, Matthew founded and successfully exited two technology businesses in 2012 and 2018 respectively. He has been an active technology investor since 2012 and serves as a Non-Executive Director for two technology businesses. In more recent years he has specialised in sustainable investments. Matthew holds an Executive MBA from London Business school. \nAntoine Pradayrol is an experienced early-stage investor focusing on the climate tech space. He joined Green Angel Ventures in 2017\, and serves as Chief Investment Officer\, in charge of the firm’s fund activities. He has also built a portfolio of 30 investments across the energy transition sector\, clean transportation and smart cities\, energy efficiency solutions\, circular economy\, robotics\, and ed-tech. Antoine is actively supporting founders as part of Imperial College London’s Venture Mentoring Service\, as a Non-exec Director at Zedify and he was a Board Observer with AirEx until 2021.  Prior to joining GAV\, Antoine had a successful 15 years career in public equities as an equity research analyst covering the telecom sector. He was an Executive Director and partner with Exane BNP Paribas\, based in London since 2005. Antoine is passionate about companies applying innovative technologies to tackle global warming and climate change. He studied at Ecole Polytechnique (economics and finance) and Telecom ParisTech (technology and telecoms). \nChristiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER\, a Brussels based network of some of the most respected think tanks from across Europe.  Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Young People’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship. \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature a range of industry experts. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Green Angel Ventures\, One Planet Capital\, and SIS Ventures and Vala Capital. \nPlease register here
URL:https://www.pimfa.co.uk/event/impact-eis-funds-for-financial-advisers/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240221T100000
DTEND;TZID=Europe/London:20240221T110000
DTSTAMP:20260425T124740
CREATED:20240214T101316Z
LAST-MODIFIED:20240214T101316Z
UID:306754-1708509600-1708513200@www.pimfa.co.uk
SUMMARY:SEIS for Financial Advisers Webinar
DESCRIPTION:Register now for this free\, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. \nDate: Wednesday 21st February\nTime 11.00am-12.00 midday \nThe webinar is open to both EISA members and non-members. \nDuring the webinar\, you’ll learn: \n✅ Details of the Seed Enterprise Investment Scheme (SEIS)\n✅ An overview of what investing in an SEIS fund looks like\n✅ Last minute tips\n✅ Key things to consider\n✅ Examples of investee companiesThe webinar is fully CISI CPD qualifying for attendees. \nThis event is fully CPD qualifying for attendees \nSpeakers\nJeffrey Faustin (Jenson)\nEd Prior (SFC)\nFred Soneya (Haatch)\nChristiana Stewart-Lockhart (Director General\, EISA) Chair \nJeffrey Faustin is a Partner and Chief Investment Officer at Jenson Funding Partners. With over 10 years of experience in venture capital\, he has worked with over 130 early-stage high-growth technology companies across all sectors working with management teams to deliver growth through business strategy and board advisory support. As CIO\, Jeffrey leads the team in all aspects of the investment management process\, from deal sourcing and screening to due diligence\, deal structuring and negotiation\, contract and execution.  Jeffrey’s network extends across the entire VC ecosystem\, from founder networks\, accelerators\, and incubators to university innovation hubs\, angel networks and later-stage VC funds. He holds a first-class degree in Engineering and an executive MBA from London Business School. \nEd Prior as Head of Investor Services at SFC\, leads the Investor Relations team\, working with investors and advisors to guide them into SEIS investing. Outside early-stage investing\, Ed has published reports in The Times on topics such as The Future CEO and Business Transformation\, been a political executive in various election campaigns\, and advised politicians on matters related to venture capital and public-private sector innovation. \nFred Soneya Fred was responsible for a number of high-profile\, large-scale innovation projects across http://Kiddicare.com and\, post-acquisition\, Morrisons\, the UK’s 4th largest Supermarket.  Fred created award-winning digital customer experiences by working with cutting-edge early-stage technology start-ups\, bridging the online-offline gap at Morrisons. This included the launch of browse-and-order points at over 300 supermarkets\, mobile payments which scaled to hundreds of millions in revenue and electronic shelf-edge labels for thousands of SKUs in the largest\, digital-first retail stores in the UK. \nChristiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER\, a Brussels based network of some of the most respected think tanks from across Europe.  Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Young People’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship. \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature a range of industry experts. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Haatch\, Jenson Funding Partners\, and SFC Capital. \nPlease register here
URL:https://www.pimfa.co.uk/event/seis-for-financial-advisers-webinar/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240220T100000
DTEND;TZID=Europe/London:20240220T110000
DTSTAMP:20260425T124741
CREATED:20240214T101344Z
LAST-MODIFIED:20240214T101344Z
UID:306752-1708423200-1708426800@www.pimfa.co.uk
SUMMARY:EIS Knowledge Intensive Funds for Financial Advisers Webinar
DESCRIPTION:Register now for this free\, one-hour webinar on investment in EIS Knowledge Intensive funds from the Enterprise Investment Scheme Association. \nDate: 20th February 2024\nTime: 10.00-11.00am \nThe webinar is orientated specifically towards financial advisers\, and open to both EISA members and non-members. \nDuring the webinar\, you’ll learn: \n✅ In what ways are Knowledge Intensive (KI) EIS funds different to other EIS funds\n✅ What tax reliefs are available\, investment limits\, typical deployment times\n✅ Key considerations when investing\n✅ Examples of investee companies \nThis event is fully CPD qualifying for attendees. \nSpeakers\nJessica Franks (Octopus)\nSusie Harris (Parkwalk)\nAndrew Noble (Par Equity)\nPaul Mattick (Mercia)\nChristiana Stewart-Lockhart (Director General\, EISA) Chair \nJessica Franks heads up the team that manages investment products across our tax-efficient and institutional investments\, including venture capital trusts and investments that qualify for Business Relief. She joined Octopus in 2014 and is a qualified tax adviser. \nSusie Harris joined Parkwalk in 2019 from Puma Investments where she was Head of Internal Business Development. She has worked in financial services for all her career\, the majority of which has been in the private equity/alternative investments market. Susie began her career at Hartford Life Limited before moving from the life sector to grow the Business Development Support Team at Future Capital Partners Limited and Cocoon Investments. Having lived abroad throughout her education\, she has an honours degree from Columbia University in New York City. \nDr Paul Mattick heads the Sales and Investor Relations team for the Mercia EIS Funds. He works directly with private clients and advisers to build the EIS fund raising capacity of Mercia. Paul oversees the administration and development of the EIS funds\, and ensures that investors receive a high level of service\, much of which is delivered through Mercia’s award-winning Investor Centre.  Paul has a variety of experience in early-stage businesses (including being a founder)\, and formerly worked at another leading EIS fund manager\, where he built close relationships with top tier clients\, and significantly grew both fund and single company assets under management. Paul has a PhD and Post-Doctorate from the University of Oxford and a 1st Class Bachelor of Science from the University of Leeds. \nAndrew Noble is a member of Par Equity’s Investment Committee and sponsor partner to several Par portfolio companies. In addition\, Andrew leads Par’s distribution of its discretionary managed funds\, takes an active role on improving Par’s operations and technology infrastructure and represents Par Equity on the Steering Committee of ESG_VC\, a pan-European initiative aimed at improving the ESG credentials of VC backed companies.  Andrew is a former management consultant with McKinsey & Co\, specialising in sales optimisation for FTSE 100 clients\, before rejoining Par Equity in May 2019. Andrew has broad experience across the early stage venture capital and private equity markets having personally invested in more than 50 innovative\, high growth companies since 2008\, as well as founding Transition Capital\, a management buy-in vehicle\, in 2017\, where he was managing director\, leading the deal sourcing\, due diligence\, and fundraising efforts. Andrew is a former athlete\, having competed for TeamGB in Alpine Skiing at the 2010 Winter Olympics\, and holds an MBA from INSEAD Business School. \nChristiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER\, a Brussels based network of some of the most respected think tanks from across Europe.  Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Young People’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship. \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature a range of industry experts. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Mercia Ventures\, Octopus Ventures\, Par Equity\, and Parkwalk Advisors. \nPlease register here
URL:https://www.pimfa.co.uk/event/eis-knowledge-intensive-funds-for-financial-advisers-webinar/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231120T170000
DTEND;TZID=Europe/London:20231122T200000
DTSTAMP:20260425T124741
CREATED:20230703T140157Z
LAST-MODIFIED:20231025T094718Z
UID:285802-1700499600-1700683200@www.pimfa.co.uk
SUMMARY:Finance Magnates London Summit - FMLS:23
DESCRIPTION:The Finance Magnates London Summit FMLS:23 is the year’s most exclusive and premium event. This outstanding event is specialised particularly for the fintech\, payments\, digital assets\, and online trading industries\, and will take place from November 20th to 22nd\, 2023\, at the famous Old Billingsgate in London. \n2.5 days of unequalled networking and knowledge-sharing possibilities. With a historic attendance of 3500+ industry experts\, this is your chance to network with the financial world’s top. Engage with over 150 eminent speakers who are at the forefront of their disciplines\, delivering essential insights into the current trends and strategies. \nIndulge in a premium exhibition with 150+ exhibitors\, where you’ll discover cutting-edge innovations\, special products\, and services. Network with industry pioneers\, investors\, and innovators to forge connections that can propel your business to new heights. \nJoin us in the Old Billingsgate in London from November 20th to 22nd\, 2023\, for an elite and premium event that will shape the future of finance.
URL:https://www.pimfa.co.uk/event/finance-magnates-london-summit-fmls23/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/paragliding-1220001_1280.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231102T160000
DTEND;TZID=Europe/London:20231102T193000
DTSTAMP:20260425T124741
CREATED:20230927T153855Z
LAST-MODIFIED:20231002T074637Z
UID:296144-1698940800-1698953400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Oxford - Thursday 2nd November
DESCRIPTION:At Thatcher Business Education Centre\, Saïd Business School\, Lecture Theatre VI (Intesa Sanpaolo) we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Oxford – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, SFC Capital and Wellers
URL:https://www.pimfa.co.uk/event/ready-steady-grow-oxford-thursday-2nd-november/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Oxford.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231019T160000
DTEND;TZID=Europe/London:20231019T193000
DTSTAMP:20260425T124741
CREATED:20230927T153920Z
LAST-MODIFIED:20231002T074637Z
UID:296142-1697731200-1697743800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Belfast - Thursday 19th October
DESCRIPTION:At KPMG\, The Soloist Building\, 1 Lanyon Place\, Belfast\, BT1 6DH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Belfast – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, KPMG\, Octopus Ventures\, Ormeau Baths\, RW Blears and Sapphire Capital Partners
URL:https://www.pimfa.co.uk/event/ready-steady-grow-belfast-thursday-19th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Belfast.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231017T160000
DTEND;TZID=Europe/London:20231017T193000
DTSTAMP:20260425T124741
CREATED:20230927T153945Z
LAST-MODIFIED:20231002T074637Z
UID:296140-1697558400-1697571000@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Newcastle - Tuesday 17th October
DESCRIPTION:At Newcastle Helix\, Newcastle upon Tyne\, NE4 5TF we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Newcastle – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, CT Accountants Advisors\, Par Equity and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-newcastle-tuesday-17th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Newcastle.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231012T180000
DTEND;TZID=Europe/London:20231012T220000
DTSTAMP:20260425T124741
CREATED:20230927T154027Z
LAST-MODIFIED:20231002T074638Z
UID:296017-1697133600-1697148000@www.pimfa.co.uk
SUMMARY:Exclusive evening with Sir Ranulph Fiennes\, the world’s most legendary adventurer
DESCRIPTION:As the finance world faces a complex climb\, meet the man who’s climbed more mountains than most. \nWe would like to personally invite you to a unique opportunity to learn with Sir Ranulph Fiennes. This exclusive evening is being held by Industrial Thought Group in collaboration with our subsidiary Financial Software Limited on Thursday\, 12 October 2023 from 6pm at the Eight Club Moorgate. \nPlease RSVP here so we can confirm your place.
URL:https://www.pimfa.co.uk/event/exclusive-evening-with-sir-ranulph-fiennes-the-worlds-most-legendary-adventurer/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/IMG_0751.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231011T160000
DTEND;TZID=Europe/London:20231011T180000
DTSTAMP:20260425T124741
CREATED:20230927T154256Z
LAST-MODIFIED:20231002T074638Z
UID:296139-1697040000-1697047200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cambridge – Wednesday 11th October
DESCRIPTION:At Mills & Reeve\, Botanic House\, 100 Hills Road\, Cambridge\, CB2 1PH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Cambridge – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in Cambridge – Paul Sullivan\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Jan Fachot\, PEM \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Zickie Lim\, Mills & Reeve \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Tim Dickens – Octopus Ventures\, Ed Prior – SFC Capital\, Sunil Shah – o2h Ventures and Glen Stewart- Committed Capital \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29Aug) Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, o2h Ventures\, Octopus Ventures and PEM
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cambridge-wednesday-11th-october/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231010T160000
DTEND;TZID=Europe/London:20231010T193000
DTSTAMP:20260425T124741
CREATED:20230927T154100Z
LAST-MODIFIED:20231002T074638Z
UID:296137-1696953600-1696966200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Leeds - Tuesday 10th October
DESCRIPTION:At PwC\, Central Square\, 29 Wellington St\, Leeds\, LS1 4DL we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Leeds – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in the North West – Cat Smith\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, PwC speaker tbc \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Paul Christian\, Ward Hadaway \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin- Jenson Funding Partners\, Matt Nelson- Guinness Ventures\, Andrew Aldridge\, Deepbridge \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, Guinness Ventures\, Jenson Funding Partners\, PwC and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-leeds-tuesday-10th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Leeds.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231005
DTEND;VALUE=DATE:20231006
DTSTAMP:20260425T124741
CREATED:20230915T094623Z
LAST-MODIFIED:20231002T074638Z
UID:295526-1696464000-1696550399@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Our annual event will once again be a full day’s deep dive into sustainable\, responsible\, ethical and ESG investment. \nThis year’s keynote speakers are the FCA’s ESG Manager Sara Woodroffe\, who will be discussing SDR and related activity – and NGO Client Earth’s Joanne Etherton. Other expert speakers are UKSIF CEO and expert climate risk actuary Mike Clark. \nTheir sessions will be interwoven with fund managers panels where we will explore how leading managers deal with some of the most important and complex sustainability issues of our time. \nThe day qualifies for up to 6 hours of CPD and there will also be lots of time to mingle with old friends and new throughout the day and at the drinks reception into the evening. \nFor more information and to book your place click here. \nDate: Thursday\, October 5\, 2023\nTime: 9.30 for a 10:00 AM start\nDrinks reception: 5.30 – 8.30\nAddress: Christ Church\, Spitalfields\, Commercial Street\, E1 6LY \nThe event is designed for financial advisers\, planners and wealth managers.
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/09/SRI2023_Image-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231004T160000
DTEND;TZID=Europe/London:20231004T193000
DTSTAMP:20260425T124741
CREATED:20230927T154133Z
LAST-MODIFIED:20231002T074638Z
UID:296135-1696435200-1696447800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Manchester - Wednesday 4th October
DESCRIPTION:At KPMG\, 1 St Peter’s Square\, Manchester\, M2 3AE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Manchester – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, Patrick Molyneux \n4.35 Update on the early-stage market and recent commitments in the North West – Delyth Edwards\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Hannah Barraclough\, KPMG \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Valerie Whalley\, RW Blears \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – Patrick Molyneux \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin – Jenson Funding Partners\, Tim Dickens- Octopus Ventures\, Jess Jackson – Praetura Ventures \n5.25 Journey of a Start-up with Founder Nicola Weedall\, Hydr \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nTHANK YOU TO OUR SPONSORS: \nBritish Business Bank\, Charles Stanley\, Jenson Funding Partners\, KPMG\, Octopus Ventures and Praetura Ventures \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy
URL:https://www.pimfa.co.uk/event/ready-steady-grow-manchester-wednesday-4th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Manchester.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230928T160000
DTEND;TZID=Europe/London:20230928T193000
DTSTAMP:20260425T124741
CREATED:20230918T160056Z
LAST-MODIFIED:20231002T074638Z
UID:295579-1695916800-1695929400@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Bristol - Thursday 28th September
DESCRIPTION:At KPMG\, 66 Queen Square\, Bristol\, BS1 4BE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Bristol – sign up here \nRegistration from 4pm. \nSeminar agenda (CPD qualifying) \n4.30               Welcome from the Chair\, [TBC] \n4.35               Update on the early-stage market and recent commitments in the South West – Edward Tellwright\, British Business Bank \n4.45               Investing in Innovation through the S/EIS\, – Matt Atwood\, KPMG \n4.55               EIS / SEIS for founders: how to access the tax benefits\, – Anthony Reeves\, Michelmores \n5.05               Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair [TBC] \nPanellists: Henry Bell – Charles Stanley\, Glen Stewart – Committed Capital\, Chris Wiles – Foresight\, Paul Mattick – Mercia\, [TBC] – Octopus \n5.25               Journey of a Start-up with Founder [TBC] \n5.35               Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40               Move to reception and networking \nHere’s an overview of this year’s entire series of remaining Ready Steady Grow! events: \nBirmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nTo book your place click here \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OURS SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Foresight Group\, KPMG\, Mercia\, Michel mores and Octopus Investments
URL:https://www.pimfa.co.uk/event/ready-steady-grow-bristol-thursday-28th-september/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Bristol.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230927T173000
DTEND;TZID=Europe/London:20230927T203000
DTSTAMP:20260425T124741
CREATED:20230918T160119Z
LAST-MODIFIED:20231002T074638Z
UID:295577-1695835800-1695846600@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cardiff - Wednesday 27th September
DESCRIPTION:At Tramshed Tech\, Unit D\, Pendyris St\, Cardiff\, CF11 6BH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 17.30\, followed by a breakout session and networking from 18.30 \nReady Steady Grow Cardiff – sign up here \nRegistration from 5pm. \nSeminar Agenda (CPD qualifying): \n5.30 Welcome from the Chair\, Cai Gwinnutt – Tramshed Tech \n5.35 Update on the early-stage market and recent commitments in the Wales\, Jess Phillips-Harris of British Business Bank \n5.45 Investing in Innovation through the S/EIS\, TBC \n5.55 S/EIS – company considerations\, Adam Lawrence – R W Blears \n6.05 Panel Discussion: Under the bonnet with the Fund Managers – Ed Prior – SFC Capital\, Darren Evans – Waterspring Ventures\, David Blake – Deepbridge Capital\, Harry Bell – Charles Stanley\, Chair: Cai Gwinnutt – Tramshed Tech \n6.25 Journey of a Start-up with Founder Rhiannon Rees of PlantSea \n6.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n6.40 Move to reception and networking \nHere’s an overview of this year’s entire series of remaining Ready Steady Grow! events: \nBirmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy \nTHANK YOU TO OUR SPONSORS:\nBBB\, Charles Stanley\, Fuel Ventures\, IFA Magazine\, RW Blears Waterspring and Tramshed Tech
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cardiff-wednesday-27th-september/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Cardiff.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230920T160000
DTEND;TZID=Europe/London:20230920T193000
DTSTAMP:20260425T124741
CREATED:20230913T094341Z
LAST-MODIFIED:20231002T074639Z
UID:295159-1695225600-1695238200@www.pimfa.co.uk
SUMMARY:Ready\, Steady Grow! Birmingham
DESCRIPTION:At KPMG\, One Snowhill Queensway\, Birmingham\, B4 6GH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts.\nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nRegistration from 4pm \nPlease register here \nSeminar Agenda (CPD qualifying)\n4.30               Welcome from the Chair\, Nick Hawkins\, KPMG\n4.35               Update on the early-stage market and recent commitments in the Midlands\, Tracy Sherratt\, British  Business Bank\n4.45               Investing in Innovation through the S/EIS\, Tom Whybrow\, KPMG\n4.55               S/EIS – company considerations\, Tom Wilde\, Shoosmiths\n5.05               Panel Discussion: Under the bonnet with the Fund and Wealth  Managers\,  Chair Tracy Sherrat\,  Charles Stanley\, Committed Capital\, Jenson\, Mercia\n5.25               Journey of a Start-up with Founder\n5.35               Closing remarks\, Christiana Stewart-Lockhart\, EISA\n5.40               Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events:\nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs \nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘Next big thing’\nProfessional Advisors who want to help SMEs develop and grow.\nWill refreshments be provided?\nDrinks and canapés will be provided\n***\nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/. \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Jenson Funding Partners\, KPMG\, Mercia and Shoosmiths
URL:https://www.pimfa.co.uk/event/ready-steady-grow-birmingham-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Birmingham-Sponsors-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230829T163000
DTEND;TZID=Europe/London:20230829T193000
DTSTAMP:20260425T124741
CREATED:20230802T085029Z
LAST-MODIFIED:20231002T074639Z
UID:293537-1693326600-1693337400@www.pimfa.co.uk
SUMMARY:Ready\, Steady Grow! Edinburgh
DESCRIPTION:At St Andrew Square\, Edinburgh\, EH2 2AD The Enterprise Investment Scheme Association (EISA) is bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar\, followed by a networking reception.\nThe seminar is 4pm registration for 4.30pm start till 5.45pm at The Edinburgh Grand\, 42 St Andrew Square\, EH2 2AD.\nThe networking reception is 6pm till 7.30pm next door at RBS/Dundas House\, 36 St Andrew Square\, EH2 2AD. \nReady Steady Grow Edinburgh – sign up here \nSeminar agenda and speakers forthcoming. \n***\nHere’s an overview of this year’s entire series of Ready Steady Grow! events:\nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \n***\nFAQs\nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘Next big thing’\nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided?\nDrinks and canapés will be provided \n***\nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/.
URL:https://www.pimfa.co.uk/event/ready-steady-grow-edinburgh-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/07/Edinburgh-SM-card-v2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230817T100000
DTEND;TZID=Europe/London:20230817T113000
DTSTAMP:20260425T124741
CREATED:20230927T154352Z
LAST-MODIFIED:20231002T073634Z
UID:293844-1692266400-1692271800@www.pimfa.co.uk
SUMMARY:Linking Consumer Duty outcomes to Employee Competence
DESCRIPTION:Since the FCA introduced plans for Consumer Duty\, firms and individuals alike have been working hard to ensure they deliver against the new requirements. However\, whilst there has been a lot of work put into implementing the cross-cutting rules\, and the four consumer outcomes\, very little has been said about the “employee” dimension\, other than in respect of the Conduct Rules. \nIf asked\, would your organisation be confident to hand over their Training & Competence records to the regulator? If they asked to see your T&C Regime pre-Consumer Duty and post\, would it really look any different? If asked\, could your firm demonstrate analysis and decisions around appropriate MI to evidence that your T&C scheme supports good consumer outcomes? 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 the Worksmart team to discuss: \n1. The regulators expectations of your T&C Regime\n2. What analysis and changes have you made to your T&C arrangements in light of Consumer Duty\n3. What does a good T&C regime look like under Consumer Duty?\n4. How you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\n5. How can your T&C arrangements support Culture change in your firm\n6. How RegTech can improve your approach to T&C \nClick here to register
URL:https://www.pimfa.co.uk/event/linking-consumer-duty-outcomes-to-employee-competence-2/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/07/Consumer-Duty-17-Aug-2023.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230817T100000
DTEND;TZID=Europe/London:20230817T113000
DTSTAMP:20260425T124741
CREATED:20230802T085116Z
LAST-MODIFIED:20231002T073635Z
UID:293847-1692266400-1692271800@www.pimfa.co.uk
SUMMARY:Linking Consumer Duty outcomes to Employee Competence
DESCRIPTION:Since the FCA introduced plans for Consumer Duty\, firms and individuals alike have been working hard to ensure they deliver against the new requirements. However\, whilst there has been a lot of work put into implementing the cross-cutting rules\, and the four consumer outcomes\, very little has been said about the “employee” dimension\, other than in respect of the Conduct Rules. \nIf asked\, would your organisation be confident to hand over their Training & Competence records to the regulator? If they asked to see your T&C Regime pre-Consumer Duty and post\, would it really look any different? If asked\, could your firm demonstrate analysis and decisions around appropriate MI to evidence that your T&C scheme supports good consumer outcomes? 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 the Worksmart team to discuss: \n1. The regulators expectations of your T&C Regime\n2. What analysis and changes have you made to your T&C arrangements in light of Consumer Duty\n3. What does a good T&C regime look like under Consumer Duty?\n4. How you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\n5. How can your T&C arrangements support Culture change in your firm\n6. How RegTech can improve your approach to T&C \nTo book click here \nVanessa Palmer\nDatabase & Events Management Principal\nvanessa.palmer@worksmart.co.uk\n07535031514
URL:https://www.pimfa.co.uk/event/linking-consumer-duty-outcomes-to-employee-competence/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/08/Worksmart-Davies-background-image-2023-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230809T100000
DTEND;TZID=Europe/London:20230809T110000
DTSTAMP:20260425T124741
CREATED:20230802T085150Z
LAST-MODIFIED:20231002T073634Z
UID:293842-1691575200-1691578800@www.pimfa.co.uk
SUMMARY:SEAR/IAF – The countdown has begun!
DESCRIPTION:Since the Central Bank of Ireland proposed the introduction of the Senior Executive Accountability Regime and the broader Individual Accountability Framework\, firms and individuals alike have been working hard to assess the changes required and the impact of the new regime on those affected. Due to the type and scale of the changes planned\, this is likely to be one of the most impactful regulatory changes seen in recent years. \nThe recent consultation paper published by the Central Bank has clearly laid out what the new regulatory expectations will be and whilst firms digest both this document and the supporting guidance\, there are still many firms and individuals looking to gain further clarity on how this will impact them. With the clock ticking towards the initial implementation dates\, now is the time to start considering how you and your organisation could benefit from exploring how RegTech can support and streamline your accountability regime. \nWith more experience of SM&CR implementations in the UK than other RegTech supplier\, why not join the Worksmart team as we discuss and debate the challenges that the new regime will bring to firms\, and the lessons learnt from UK organisations who have now been subject to an accountability regime for some years now. \nWhilst some aspects of the newly proposed regime/framework including SEAR\, will initially only apply to certain regulated firms\, others such as new conduct rules for certain individuals and business standards for firms will apply for all regulated firms. We will seek to discuss and debate all areas and engage with the audience for polling\, commentary\, Q & A’s and general observations and experience\, so if you feel that you and your firm could benefit from the vast experience that the Worksmart team have built up in the UK\, then join us for what will be a lively and open discussion. \nTo book click here \nVanessa Palmer\nDatabase & Events Management Principal\nvanessa.palmer@worksmart.co.uk\n07535031514
URL:https://www.pimfa.co.uk/event/sear-iaf-the-countdown-has-begun/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/08/Worksmart-Davies-background-image-2023-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230706T123000
DTEND;TZID=Europe/London:20230706T133000
DTSTAMP:20260425T124741
CREATED:20230703T140204Z
LAST-MODIFIED:20231002T073624Z
UID:289813-1688646600-1688650200@www.pimfa.co.uk
SUMMARY:Webinar: The Financial Crime Risk Landscape in Russia
DESCRIPTION:We have published our Russia financial crime risk report\, the latest in Themis’ series of country risk reports which explore the financial crime landscape in different jurisdictions. The report details the risks that Russia poses to the global financial system\, exploring the extent of sanctions evasion\, money laundering and predicate offences that originate in the country and impact other economies globally. \nWe have convened a webinar with a panel of experts to discuss the report’s findings and promote discussion about what should be done by businesses in the financial services industry and beyond to protect themselves from Russia-related risk. We are privileged to be joined by the following speakers: \n• Valeriya Melnichuk – Vice President\, Highgate\n• Henry Williams – Head of Investigations\, Themis\n• Olga Lautman – Senior Fellow\, Center for European Policy Analysis and Senior Investigative Researcher\, IEI: Institute for European Integrity\n• Stephen Rae – Chair and Publisher\, AML Intelligence\n• Matei Rosca – Reporter and Owner\, Reporter.London\, ex-Politico and S&P Global Market Intelligence. \nThe webinar will take place at 12.30-1.30pm BST on Thursday 6th July and registration is open to all. All those who register will also receive a free copy of the Russia financial crime risk report ahead of the event.
URL:https://www.pimfa.co.uk/event/webinar-the-financial-crime-risk-landscape-in-russia/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/07/Copy-of-Russia-Webinar-Flyer-1800-×-1200px-2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230704T080000
DTEND;TZID=Europe/London:20230704T180000
DTSTAMP:20260425T124741
CREATED:20230417T134919Z
LAST-MODIFIED:20260310T132455Z
UID:275405-1688457600-1688493600@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK 2023
DESCRIPTION:The Morningstar Investment Conference is built around cutting-edge research\, insights that bubble up the key messages of that research\, and analysis that spots trends and patterns to help you see the big picture. And now’s the perfect time to put it all to work. It’s time to take stock of our goals\, realise new opportunities\, and build the future. Our flagship event helps investing professionals recognise lessons from the past\, understand what’s happening now\, and peek around the corner at what’s next. \nClick here for more information and to book your place.
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-2023/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/04/micuk2023_cventemail.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230622T100000
DTEND;TZID=Europe/London:20230622T110000
DTSTAMP:20260425T124741
CREATED:20230609T135647Z
LAST-MODIFIED:20231002T073624Z
UID:283940-1687428000-1687431600@www.pimfa.co.uk
SUMMARY:LGBTQ+ clients - A Safe Space Webinar to help with their financial needs
DESCRIPTION:This webinar has been created to help those concerned with saying the wrong thing when working with LGBTQ+ clients. We all know an LGBTQ+ client is the same as any other but for some\, human fear kicks in (unintentionally) and you may feel you’ve said the wrong thing which in turn creates an uncomfortable situation for all when no one means too. \nSo\, at 10am on the 22nd June\, we have a safe space for all advisers and support staff to join and just hear from others who have felt the same\, hear from advisers on how to support LGBTQ+ community with their financial neds in the same way as anyone else and most importantly a place for Q&A. \nThis year\, we’ve gone one step further and collaborating with our Industry Peers\, so alongside The Openwork Partnership\, we have friends from SJP and possibly one other network joining us. \nTo register click here \nSetul Mehta\nThe Openwork Partnership
URL:https://www.pimfa.co.uk/event/lgbtq-clients-a-safe-space-webinar-to-help-with-there-financial-needs/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/06/pride.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230426T120000
DTEND;TZID=Europe/London:20230426T130000
DTSTAMP:20260425T124741
CREATED:20230404T073340Z
LAST-MODIFIED:20231002T073624Z
UID:274123-1682510400-1682514000@www.pimfa.co.uk
SUMMARY:Assuring Consumer Duty (Webinar): Aligning your programme with the FCA outcomes
DESCRIPTION:The deadline for Consumer Duty compliance is fast approaching\, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. \nBut with so many complex and far reaching programmes in flight\, designed to implement an array of process changes and outputs\, it’s important to ask: \nHow can you be sure that the customer outcomes resulting from your programme will genuinely meet the regulations? \nIn this webinar\, Beyond’s partners Matt Neill and Matt Beattie will explain how to:\n1. Map project outputs against the Consumer Duty outcomes and cross cutting rules\n2. Identify gaps and shortfalls\, and prioritise how they can be addressed\n3. Define the data and reporting you need to be able to fully evidence to the regulator your compliance against the new rules \nBeyond is a specialist consulting firm focused on helping operations\, compliance and technology leaders deliver their most critical objectives\, while providing them with the best possible experience. We operate exclusively within Financial Services\, with expertise across banking\, asset and wealth management\, and insurance. \nSpeakers\nMatt Beattie\, Director at Beyond\nwww.linkedin.com/in/matthew-beattie/\nMatt has over a decade’s consultancy experience working with financial institutions to deliver global transformation programmes focused on optimising client facing operations and delivering regulatory change. \nMatt Neill\, Director at Beyond\nwww.linkedin.com/in/matthew-neill1/\nMatt has over ten years’ consultancy experience helping financial services clients navigate the ever-changing client lifecycle management landscape\, building a strategic function that sets them apart from others. \nTo book click here \nContact details: Robin Sapherson\, Head of Marketing\, Beyond\nrobin.sapherson@beyondfs.co.uk\n+44 (0)7900 65 1972
URL:https://www.pimfa.co.uk/event/assuring-consumer-duty-webinar-aligning-your-programme-with-the-fca-outcomes/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/04/iStock-519556190-copy-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230322T084500
DTEND;TZID=Europe/London:20230322T153000
DTSTAMP:20260425T124741
CREATED:20230215T151108Z
LAST-MODIFIED:20231002T073635Z
UID:266022-1679474700-1679499000@www.pimfa.co.uk
SUMMARY:The Scotsman Annual Investment Conference
DESCRIPTION:The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. \nThis year’s conference will cover a wide range of themes\, such as market trends for 2023 and how investors should best position themselves\, the importance of sustainability and ESG for places and people and alternative investments. \nThe 2023 event will be a full-day conference providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nThere will be plenty of time for Q&A sessions and for networking throughout the day. \nOur expert speakers include:\nDAVID COOMBS\, Head of Multi-Asset Investments\, Rathbones\nZEHRID OSMANI\, Portfolio Manager\, Martin Currie Global Portfolio Trust\nDAVID ATKIN \, CEO\, The Principles for Responsible Investment\nLUCY CHADWICK\, Partner and Head of ESG\, Global Infrastructure Partners (GIP)\nDR LESLEY SAWERS O.B.E\, Non-Executive Director\, Crosswind\nLAURA MATHIESON\, Associate Director\, Savills\nOWEN MCLENNAN\, Partner\, Dentons\nGILLIAN FLEMING\, CEO\, Mint Ventures\nBENJAMIN LANCASTER\, Co-Founder\, VCL Vintners \nFor more information please visit the website by clicking here
URL:https://www.pimfa.co.uk/event/the-scotsman-annual-investment-conference/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/toa-heftiba-WDx0B9aFNNU-unsplash-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T150000
DTEND;TZID=Europe/London:20230308T170000
DTSTAMP:20260425T124741
CREATED:20230227T104930Z
LAST-MODIFIED:20231002T073635Z
UID:267019-1678287600-1678294800@www.pimfa.co.uk
SUMMARY:Conversational Engagement: Can secure & compliant messaging seriously impact revenue?
DESCRIPTION:Can convenient messaging improve the service experience enough to drive topline growth for wealth managers\, banks\, and advisors? \nThe answer is yes – but it does come with challenges. Not only do regulatory bodies require all communications to be recorded\, but the issue of data security is front and centre of clients’ minds. \nJoin Jens Rabe\, Chief Operating Officer at Unblu and Jeremy Barnes\, RVP Services\, North America at Unblu on March 8\, 2023 at 16:00 CET for the webinar\, “Conversational Engagement: Can secure & compliant messaging seriously impact revenue?” \nThe webinar will explore: \n– The challenge of regulatory compliance and how it’s currently impacting firms.\n– The opportunities that convenient messaging represents within wealth management.\n– The Unblu Conversational Engagement Platform – with a focus on the Secure Messenger. \nClient-advisor interaction can represent a path to accelerated AUM growth. \nAre you ready to connect with your clients in a more meaningful way? \nTo book click here
URL:https://www.pimfa.co.uk/event/conversational-engagement-can-secure-compliant-messaging-seriously-impact-revenue/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/02/LinkedIn_1200x628_–_Conversational_engagement_Webinar_–_8.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T100000
DTEND;TZID=Europe/London:20230308T110000
DTSTAMP:20260425T124741
CREATED:20230228T102658Z
LAST-MODIFIED:20231002T073625Z
UID:267086-1678269600-1678273200@www.pimfa.co.uk
SUMMARY:SEIS Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Fox (Business Development Manager\, Haatch)\n-️ Sunil Shah (CEO\, o2h Ventures) \nDuring the webinar\, our host and expert panellists will discuss: \n✅ Details of the Seed Enterprise Investment Scheme (SEIS)\n✅ An overview of what investing in an SEIS fund looks like\n✅ Last minute tips\n✅ The proposed changes to the scheme from April 2023\n✅ Key things to consider\n✅ Examples of investee companies \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Nova Growth Capital\, o2h Ventures\, Jenson Funding Partners and Haatch. \nTo register your place click here. \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/seis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/02/EISA-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230301T100000
DTEND;TZID=Europe/London:20230301T110000
DTSTAMP:20260425T124741
CREATED:20230227T105021Z
LAST-MODIFIED:20231002T073625Z
UID:266765-1677664800-1677668400@www.pimfa.co.uk
SUMMARY:EISA Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar (10am-11am) on EIS investment for financial advisers from the Enterprise Investment Scheme Association. \nPlease register here \nDuring the webinar\, our host and expert panellists will discuss: \n✅ An overview of what investing in an EIS fund looks like\n✅ Key considerations when investing\n✅ Examples of investee companies \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Andrew Noble (Partner\, Par Equity)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Franks (Head of Investment Products\, Octopus Investments)\n-️ John Glencross (CEO and Co-Founder\, Calculus Capital)\n-️ Sunil Shah (CEO\, o2h Ventures) \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Calculus Capital\, Jenson Funding Partners\, Nova Growth Capital\, Octopus Investments\, 02h Ventures and Par Equity. \nTo register your place click here \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/eis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2023/02/Advisers.png
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END:VCALENDAR