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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
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
Join us in Bristol for an engaging day of insights and networking at the PIMFA Bristol December 2023 Regional Roadshow. This event brings together industry experts and peers to explore the latest developments shaping wealth management and financial advice. …
Free
Date & Time: 14th Dec 2023 (10:00 - 15:00)
CPD: 3
Location: In Person
Get fully up to date on the FCA’s final rules and guidance for SDR and investment labels, and understand what they mean for your firm’s compliance and reporting obligations. …
Free
Date & Time: 14th Dec 2023 (11:00 - 12:00)
Location: In Person