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What’s now possible for wealth firms when AI meets Consumer Duty? …
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Free
Date & Time: 22nd Jun 2026 (8:45 - 13:30)
Location: Marloo UK Ltd
The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual Dinner 2026. …
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£450.00 – £550.00
Date & Time: 02nd Jul 2026 (18:30 - 23:00)
Location: Intercontinental Park Lane
Start the series with practical insights on how to effectively test and evidence consumer outcomes under the FCA’s Consumer Duty. This session, led by PwC experts, will cover proven methodologies, data-driven approaches, and governance practices to help firms meet regulatory expectations and deliver good outcomes for clients. …
Date & Time: 13th Nov 2025 (0:00 - 0:00)
Location: In Person
Learn practical strategies for supporting clients with year-end tax planning, helping them optimize allowances and make informed decisions before the deadline. …
Free
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
Review the current state of sustainable finance policy, explore key regulatory developments, and gain insights into what’s next for ESG and responsible investing. …
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
Join industry leaders and peers for inspiring discussions, networking opportunities, and actionable insights on driving diversity and empowering women in wealth management. …
Date & Time: 19th Nov 2025 (0:00 - 0:00)
Location: In Person
This 60-minute briefing, led by Peter Haines and Nigel Sydenham of CCL Academy, cuts through the noise to show senior leaders where to focus in 2026, how to stay off the FCA’s radar, and what “reasonable steps” now really look like in practice. …
Free
Date & Time: 25th Nov 2025 (11:00 - 12:00)
Location: Virtual
PIMFA has the pleasure to announce that the date has now been set for the upcoming PIMFA Senior Leadership Summit 2025. The event is open to senior member firm colleagues, and strictly by invitation only. The aim is to provide a forum where tailored content relevant to C-Suite sector leaders will be presented by best-in-class experts, with opportunities to then network, engage and discuss with…
Date & Time: 26th Nov 2025 (12:00 - 19:00)
Location: IET London