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X-WR-CALNAME:PIMFA - Building Personal Financial Futures
X-ORIGINAL-URL:https://www.pimfa.co.uk
X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230809T100000
DTEND;TZID=Europe/London:20230809T110000
DTSTAMP:20260425T172022
CREATED:20230802T085150Z
LAST-MODIFIED:20231002T073634Z
UID:293842-1691575200-1691578800@www.pimfa.co.uk
SUMMARY:SEAR/IAF – The countdown has begun!
DESCRIPTION:Since the Central Bank of Ireland proposed the introduction of the Senior Executive Accountability Regime and the broader Individual Accountability Framework\, firms and individuals alike have been working hard to assess the changes required and the impact of the new regime on those affected. Due to the type and scale of the changes planned\, this is likely to be one of the most impactful regulatory changes seen in recent years. \nThe recent consultation paper published by the Central Bank has clearly laid out what the new regulatory expectations will be and whilst firms digest both this document and the supporting guidance\, there are still many firms and individuals looking to gain further clarity on how this will impact them. With the clock ticking towards the initial implementation dates\, now is the time to start considering how you and your organisation could benefit from exploring how RegTech can support and streamline your accountability regime. \nWith more experience of SM&CR implementations in the UK than other RegTech supplier\, why not join the Worksmart team as we discuss and debate the challenges that the new regime will bring to firms\, and the lessons learnt from UK organisations who have now been subject to an accountability regime for some years now. \nWhilst some aspects of the newly proposed regime/framework including SEAR\, will initially only apply to certain regulated firms\, others such as new conduct rules for certain individuals and business standards for firms will apply for all regulated firms. We will seek to discuss and debate all areas and engage with the audience for polling\, commentary\, Q & A’s and general observations and experience\, so if you feel that you and your firm could benefit from the vast experience that the Worksmart team have built up in the UK\, then join us for what will be a lively and open discussion. \nTo book click here \nVanessa Palmer\nDatabase & Events Management Principal\nvanessa.palmer@worksmart.co.uk\n07535031514
URL:https://www.pimfa.co.uk/event/sear-iaf-the-countdown-has-begun/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230706T123000
DTEND;TZID=Europe/London:20230706T133000
DTSTAMP:20260425T172022
CREATED:20230703T140204Z
LAST-MODIFIED:20231002T073624Z
UID:289813-1688646600-1688650200@www.pimfa.co.uk
SUMMARY:Webinar: The Financial Crime Risk Landscape in Russia
DESCRIPTION:We have published our Russia financial crime risk report\, the latest in Themis’ series of country risk reports which explore the financial crime landscape in different jurisdictions. The report details the risks that Russia poses to the global financial system\, exploring the extent of sanctions evasion\, money laundering and predicate offences that originate in the country and impact other economies globally. \nWe have convened a webinar with a panel of experts to discuss the report’s findings and promote discussion about what should be done by businesses in the financial services industry and beyond to protect themselves from Russia-related risk. We are privileged to be joined by the following speakers: \n• Valeriya Melnichuk – Vice President\, Highgate\n• Henry Williams – Head of Investigations\, Themis\n• Olga Lautman – Senior Fellow\, Center for European Policy Analysis and Senior Investigative Researcher\, IEI: Institute for European Integrity\n• Stephen Rae – Chair and Publisher\, AML Intelligence\n• Matei Rosca – Reporter and Owner\, Reporter.London\, ex-Politico and S&P Global Market Intelligence. \nThe webinar will take place at 12.30-1.30pm BST on Thursday 6th July and registration is open to all. All those who register will also receive a free copy of the Russia financial crime risk report ahead of the event.
URL:https://www.pimfa.co.uk/event/webinar-the-financial-crime-risk-landscape-in-russia/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230704T080000
DTEND;TZID=Europe/London:20230704T180000
DTSTAMP:20260425T172022
CREATED:20230417T134919Z
LAST-MODIFIED:20260310T132455Z
UID:275405-1688457600-1688493600@www.pimfa.co.uk
SUMMARY:Morningstar Investment Conference UK 2023
DESCRIPTION:The Morningstar Investment Conference is built around cutting-edge research\, insights that bubble up the key messages of that research\, and analysis that spots trends and patterns to help you see the big picture. And now’s the perfect time to put it all to work. It’s time to take stock of our goals\, realise new opportunities\, and build the future. Our flagship event helps investing professionals recognise lessons from the past\, understand what’s happening now\, and peek around the corner at what’s next. \nClick here for more information and to book your place.
URL:https://www.pimfa.co.uk/event/morningstar-investment-conference-uk-2023/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230622T100000
DTEND;TZID=Europe/London:20230622T110000
DTSTAMP:20260425T172022
CREATED:20230609T135647Z
LAST-MODIFIED:20231002T073624Z
UID:283940-1687428000-1687431600@www.pimfa.co.uk
SUMMARY:LGBTQ+ clients - A Safe Space Webinar to help with their financial needs
DESCRIPTION:This webinar has been created to help those concerned with saying the wrong thing when working with LGBTQ+ clients. We all know an LGBTQ+ client is the same as any other but for some\, human fear kicks in (unintentionally) and you may feel you’ve said the wrong thing which in turn creates an uncomfortable situation for all when no one means too. \nSo\, at 10am on the 22nd June\, we have a safe space for all advisers and support staff to join and just hear from others who have felt the same\, hear from advisers on how to support LGBTQ+ community with their financial neds in the same way as anyone else and most importantly a place for Q&A. \nThis year\, we’ve gone one step further and collaborating with our Industry Peers\, so alongside The Openwork Partnership\, we have friends from SJP and possibly one other network joining us. \nTo register click here \nSetul Mehta\nThe Openwork Partnership
URL:https://www.pimfa.co.uk/event/lgbtq-clients-a-safe-space-webinar-to-help-with-there-financial-needs/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230426T120000
DTEND;TZID=Europe/London:20230426T130000
DTSTAMP:20260425T172022
CREATED:20230404T073340Z
LAST-MODIFIED:20231002T073624Z
UID:274123-1682510400-1682514000@www.pimfa.co.uk
SUMMARY:Assuring Consumer Duty (Webinar): Aligning your programme with the FCA outcomes
DESCRIPTION:The deadline for Consumer Duty compliance is fast approaching\, and financial services organisations are working hard to ensure that they have the correct measures in place before 31st July 2023. \nBut with so many complex and far reaching programmes in flight\, designed to implement an array of process changes and outputs\, it’s important to ask: \nHow can you be sure that the customer outcomes resulting from your programme will genuinely meet the regulations? \nIn this webinar\, Beyond’s partners Matt Neill and Matt Beattie will explain how to:\n1. Map project outputs against the Consumer Duty outcomes and cross cutting rules\n2. Identify gaps and shortfalls\, and prioritise how they can be addressed\n3. Define the data and reporting you need to be able to fully evidence to the regulator your compliance against the new rules \nBeyond is a specialist consulting firm focused on helping operations\, compliance and technology leaders deliver their most critical objectives\, while providing them with the best possible experience. We operate exclusively within Financial Services\, with expertise across banking\, asset and wealth management\, and insurance. \nSpeakers\nMatt Beattie\, Director at Beyond\nwww.linkedin.com/in/matthew-beattie/\nMatt has over a decade’s consultancy experience working with financial institutions to deliver global transformation programmes focused on optimising client facing operations and delivering regulatory change. \nMatt Neill\, Director at Beyond\nwww.linkedin.com/in/matthew-neill1/\nMatt has over ten years’ consultancy experience helping financial services clients navigate the ever-changing client lifecycle management landscape\, building a strategic function that sets them apart from others. \nTo book click here \nContact details: Robin Sapherson\, Head of Marketing\, Beyond\nrobin.sapherson@beyondfs.co.uk\n+44 (0)7900 65 1972
URL:https://www.pimfa.co.uk/event/assuring-consumer-duty-webinar-aligning-your-programme-with-the-fca-outcomes/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230322T084500
DTEND;TZID=Europe/London:20230322T153000
DTSTAMP:20260425T172022
CREATED:20230215T151108Z
LAST-MODIFIED:20231002T073635Z
UID:266022-1679474700-1679499000@www.pimfa.co.uk
SUMMARY:The Scotsman Annual Investment Conference
DESCRIPTION:The high-profile Scotsman Annual investment conference is now in its 9th year and is back bigger than ever. \nThis 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. \nThe 2023 event will be a full-day conference providing the opportunity to discuss and debate a broad spectrum of investment-related issues in the current economic climate\, with a focus on the future. \nThere will be plenty of time for Q&A sessions and for networking throughout the day. \nOur expert speakers include:\nDAVID COOMBS\, Head of Multi-Asset Investments\, Rathbones\nZEHRID OSMANI\, Portfolio Manager\, Martin Currie Global Portfolio Trust\nDAVID ATKIN \, CEO\, The Principles for Responsible Investment\nLUCY CHADWICK\, Partner and Head of ESG\, Global Infrastructure Partners (GIP)\nDR LESLEY SAWERS O.B.E\, Non-Executive Director\, Crosswind\nLAURA MATHIESON\, Associate Director\, Savills\nOWEN MCLENNAN\, Partner\, Dentons\nGILLIAN FLEMING\, CEO\, Mint Ventures\nBENJAMIN LANCASTER\, Co-Founder\, VCL Vintners \nFor more information please visit the website by clicking here
URL:https://www.pimfa.co.uk/event/the-scotsman-annual-investment-conference/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T150000
DTEND;TZID=Europe/London:20230308T170000
DTSTAMP:20260425T172022
CREATED:20230227T104930Z
LAST-MODIFIED:20231002T073635Z
UID:267019-1678287600-1678294800@www.pimfa.co.uk
SUMMARY:Conversational Engagement: Can secure & compliant messaging seriously impact revenue?
DESCRIPTION:Can convenient messaging improve the service experience enough to drive topline growth for wealth managers\, banks\, and advisors? \nThe 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. \nJoin Jens Rabe\, Chief Operating Officer at Unblu and Jeremy Barnes\, RVP Services\, North America at Unblu on March 8\, 2023 at 16:00 CET for the webinar\, “Conversational Engagement: Can secure & compliant messaging seriously impact revenue?” \nThe webinar will explore: \n– The challenge of regulatory compliance and how it’s currently impacting firms.\n– The opportunities that convenient messaging represents within wealth management.\n– The Unblu Conversational Engagement Platform – with a focus on the Secure Messenger. \nClient-advisor interaction can represent a path to accelerated AUM growth. \nAre you ready to connect with your clients in a more meaningful way? \nTo book click here
URL:https://www.pimfa.co.uk/event/conversational-engagement-can-secure-compliant-messaging-seriously-impact-revenue/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230308T100000
DTEND;TZID=Europe/London:20230308T110000
DTSTAMP:20260425T172022
CREATED:20230228T102658Z
LAST-MODIFIED:20231002T073625Z
UID:267086-1678269600-1678273200@www.pimfa.co.uk
SUMMARY:SEIS Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar on SEIS investment for financial advisers from the Enterprise Investment Scheme Association. \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Fox (Business Development Manager\, Haatch)\n-️ Sunil Shah (CEO\, o2h Ventures) \nDuring the webinar\, our host and expert panellists will discuss: \n✅ Details of the Seed Enterprise Investment Scheme (SEIS)\n✅ An overview of what investing in an SEIS fund looks like\n✅ Last minute tips\n✅ The proposed changes to the scheme from April 2023\n✅ Key things to consider\n✅ Examples of investee companies \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees. \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Nova Growth Capital\, o2h Ventures\, Jenson Funding Partners and Haatch. \nTo register your place click here. \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/seis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20230301T100000
DTEND;TZID=Europe/London:20230301T110000
DTSTAMP:20260425T172022
CREATED:20230227T105021Z
LAST-MODIFIED:20231002T073625Z
UID:266765-1677664800-1677668400@www.pimfa.co.uk
SUMMARY:EISA Webinar for Financial Advisers
DESCRIPTION:Register now for this free\, one-hour webinar (10am-11am) on EIS investment for financial advisers from the Enterprise Investment Scheme Association. \nPlease register here \nDuring the webinar\, our host and expert panellists will discuss: \n✅ An overview of what investing in an EIS fund looks like\n✅ Key considerations when investing\n✅ Examples of investee companies \nThe webinar will be hosted by EISA Director General Christiana Stewart-Lockhart\, and will feature: \n-️ Alistair Marsden (Director\, Nova Growth Capital)\n-️ Andrew Noble (Partner\, Par Equity)\n-️ Jeffrey Faustin (Chief Investment Officer\, Jenson)\n-️ Jessica Franks (Head of Investment Products\, Octopus Investments)\n-️ John Glencross (CEO and Co-Founder\, Calculus Capital)\n-️ Sunil Shah (CEO\, o2h Ventures) \nThis will be followed by a Q&A session\, where attendees will be welcome to ask our panellists questions. \nThe webinar is fully CISI CPD qualifying for attendees \nThe webinar is a production of the Enterprise Investment Scheme Association (EISA)\, the official membership organisation for the Enterprise Investment Scheme and the Seed Enterprise Investment Scheme. \nWith thanks to our sponsors Calculus Capital\, Jenson Funding Partners\, Nova Growth Capital\, Octopus Investments\, 02h Ventures and Par Equity. \nTo register your place click here \nPlease note: We\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/ \nFor further information please contact Mary Rodgers at mary.rodgers@eisa.org.uk
URL:https://www.pimfa.co.uk/event/eis-webinar-for-financial-advisers/
CATEGORIES:Industry Events
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