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    Podcasts

    A podcast is a program made available in digital format for download over the Internet. For example, an episodic series of digital audio files that users can download to a personal device to listen to at a time of their choosing.
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    Webinars On Demand

    View previously-recorded PIMFA Webinars.
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    PIMFA Consumer Duty & AI Summit: The New Operating Model for Good Outcomes 2026

    What’s now possible for wealth firms when AI meets Consumer Duty? …
    Get Tickets Free
    Date & Time: 22nd Jun 2026 (8:45 - 13:30)
    Location: Marloo UK Ltd
    Learning
    Summit
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    PIMFA Annual Dinner 2026

    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. …
    Get Tickets £450.00 – £550.00
    Date & Time: 02nd Jul 2026 (18:30 - 23:00)
    Location: Intercontinental Park Lane
    Dinner
    PIMFA Events
    Symposium, Awards and Networking
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    The PIMFA M&A Roundtable Dinner

    Join senior leaders and industry experts at the PIMFA M&A Roundtable Dinner for an exclusive evening of discussion on the latest trends, challenges, and opportunities in mergers and acquisitions. …
    Date & Time: 24th Sep 2024 (18:30 - 20:00)
    Location: In Person
    Learning
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    Regulatory Updates: Blueprint for Success

    Staying compliant is crucial to avoid legal penalties, fines, and reputational damage. Join us in our upcoming live webinar, where we look at how to be proactive in compliance and enhance your firm's ability to compete in the marketplace, by fostering trust and reliability. In Ruleguard’s latest live event, we will delve into identifying your compliance universe before dipping into horizon scanning and tips for…
    Free
    Date & Time: 26th Sep 2024 (10:30 - 11:30)
    Location: In Person
    Industry Events
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    The PIMFA Transaction Reporting Academy Cohort 2 2024

    Gain expert guidance on mastering transaction reporting requirements, ensuring compliance, and implementing best practices under evolving regulatory standards. …
    £2,500.00 – £3,000.00
    Date & Time: 08th Oct 2024 (10:00) - 29th Oct 2024 (12:30)
    CPD: 10 Location: In Person
    Learning
    Programmes
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    PIMFA Webinar: Two years of IFPR – Observations, Takeaways and Actions!

    In this FREE 60-minute webinar, Thistle Initiative’s experts unpack the FCA latest expectations, highlighting where and how PIMFA member firms must revisit their IFPR implementation and ICARA reporting to ensure the adequacy and operating effectiveness of your ICARA process follows good industry practice …
    Free
    Date & Time: 09th Oct 2024 (11:00 - 12:00)
    Location: In Person
    Learning
    Webinars
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    PIMFA D&I Awards 2024

    Celebrate excellence in Diversity & Inclusion across the wealth management and financial advice sector. The PIMFA D&I Awards 2024 recognises individuals and firms driving meaningful change, fostering inclusive cultures, and championing equality in our industry. …
    Date & Time: 10th Oct 2024 (18:30 - 23:59)
    Location: In Person
    Symposium, Awards and Networking
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    PIMFA Live Online Training: Mastering Fair Value Assessments: Aligning with Consumer Duty Standards

    Learn how to conduct fair value assessments that meet FCA Consumer Duty requirements. …
    £400.00 – £500.00
    Date & Time: 14th Oct 2024 (9:30 - 12:30)
    CPD: 3 Location: In Person
    Learning
    Live Learning
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