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In wealth and advice, most deals don’t fail at completion. They fail months later. …
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Free
Date & Time: 30th Apr 2026 (8:30 - 12:45)
CPD: 3
Location: Grant Thornton UK LLP
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
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£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: TBC
Location: London Excel
Explore the latest trends, challenges, and opportunities shaping mergers and acquisitions in wealth management, and gain insights to navigate this evolving landscape successfully. …
Free
Date & Time: 23rd Nov 2023 (11:00 - 12:00)
Location: In Person
Examine the implications of the Autumn Statement for retail investors and explore what it could mean for a future general election. …
Free
Date & Time: 27th Nov 2023 (15:00 - 16:00)
Location: In Person
Start the new year by investing in your leadership journey. Join PIMFA in January 2024 for the next session of our Authentic Leadership Programme, designed to help financial services professionals lead with confidence, clarity, and purpose. …
Free
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
This interactive webinar will provide practical tools and strategies to help you build trust, inspire teams, and navigate challenges with authenticity in today’s evolving industry landscape. …
Date & Time: 04th Dec 2023 (12:45 - 13:45)
Location: In Person
In 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. …
Free
Date & Time: 12th Dec 2023 (11:00 - 12:00)
Location: In Person
This dynamic event offers a platform for young professionals to connect, share ideas, and gain insights from industry experts on the trends shaping the future of our sector. …
Date & Time: 13th Dec 2023 (14:00 - 18:00)
Location: In Person