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PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
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£1,799.00 – £2,300.00
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18
Location: Virtual
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: 18
Location: London excel
Register now for this free, one-hour webinar (10am-11am) on EIS investment for financial advisers from the Enterprise Investment Scheme Association. Please register here During the webinar, our host and expert panellists will discuss: ✅ An overview of what investing in an EIS fund looks like ✅ Key considerations when investing ✅ Examples of investee companies The webinar will be hosted by EISA Director General Christiana…
Free
Date & Time: 01st Mar 2023 (10:00 - 11:00)
Location: In Person
Register now for this free, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature: -️ Alistair Marsden (Director, Nova Growth Capital) -️ Jeffrey Faustin (Chief Investment Officer, Jenson) -️ Jessica Fox (Business Development Manager, Haatch) -️ Sunil Shah (CEO, o2h Ventures) During the webinar, our host…
Free
Date & Time: 08th Mar 2023 (10:00 - 11:00)
Location: In Person
Can convenient messaging improve the service experience enough to drive topline growth for wealth managers, banks, and advisors? The 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. Join Jens Rabe, Chief Operating Officer at Unblu and Jeremy Barnes, RVP…
Free
Date & Time: 08th Mar 2023 (15:00 - 17:00)
Location: In Person
We are aware of planned rail industrial action on 16th March which may cause disruption however , we fully expect the event to go ahead as planned. The PIMFA team is taking to the road for the second regional roadshow of 2023. The team, along with our guest speakers Shoosmiths and MITIGO Cyber Security are looking forward to meeting registered participants at our host partner…
Free
Date & Time: 16th Mar 2023 (10:30 - 15:30)
CPD: 3
Location: In Person
The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. This 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. The 2023 event will be a full-day conference providing the opportunity…
£15
Date & Time: 22nd Mar 2023 (8:45 - 15:30)
Location: In Person
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…
Free
Date & Time: 30th Mar 2023 (10:30 - 11:30)
Location: In Person