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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
The FCA still believe that firms subject to IFPR, can and must improve the implementation of the internal capital adequacy and risk assessment (ICARA) process and reporting requirements under IFPR. Identifying good practices in many firms, the FCA still found ‘significant failings’ in applying capital models for operational risk. In this FREE 60-minute webinar, Thistle Initiative’s experts unpack the FCA latest expectations, highlighting where and how PIMFA member firms…
Free
Date & Time: 09th Oct 2024 (11:00 - 12:00)
Location: In Person
SHORTLIST ANNOUNCED CONGRATULATIONS TO ALL FINALISTS PIMFA is the trade association for the wealth management, investment services and financial advice sector. One of its roles is to promote talent, diversity and inclusion within this space, highlight best practice and develop initiatives to help build an industry which better reflects its increasingly diverse customer base. There are many instances of good practice which remain hidden…
Date & Time: 10th Oct 2024 (18:30 - 23:59)
Location: In Person
One of the most challenging outcomes of the Consumer Duty for firms to meet is that of fair price and value. In the opinion of the FCA, "many of the fair value assessments we have seen do not rely on solid data and other credible evidence to justify the products' value to retail customers. The regulator's information request to 20 of the largest firms asking…
£400.00 – £500.00
Date & Time: 14th Oct 2024 (9:30 - 12:30)
CPD: 3
Location: In Person
UK Financial Advisers: Join the Morningstar Adviser Forum London Thursday, 17th October 2024 | 14:00 - 16:00 GMT| Morningstar U.K. 1 Oliver's Yard, 55-71 City Road, London, EC1Y 1HQ. …
Date & Time: 17th Oct 2024 (14:00 - 16:00)
Location: In Person
The Chartered Institute for Securities and Investment (CISI) Birmingham committee would like to invite you to attend their upcoming Young Professionals’ Network (YPN) event, hosted by Aston University. We hope that you will join us for this half-day event where we will hear from a number of professionals from within the finance industry, from recent graduates to established practitioners, who will share with us their…
Free
Date & Time: 23rd Oct 2024 (12:00 - 17:00)
Location: In Person
There is currently a significant industry and regulatory spotlight on consumer vulnerability, and it is paramount that firms are able to identify, support and achieve good outcomes for vulnerable customers. The data requests of the wealth management industry and subsequent Dear CEO letters since November 2023 have shown this as a high priority and the expectation from the FCA that this is led from the…
Free
Date & Time: 24th Oct 2024 (14:00 - 17:00)
CPD: 3
Location: In Person