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DTSTART;TZID=Europe/London:20231003T090000
DTEND;TZID=Europe/London:20231003T123000
DTSTAMP:20260421T090707
CREATED:20230604T102355Z
LAST-MODIFIED:20251119T171115Z
UID:282697-1696323600-1696336200@www.pimfa.co.uk
SUMMARY:The PIMFA CASS Academy 2023
DESCRIPTION:Research shows that firms continue to fall foul of time-consuming and expensive CASS audits\, and even those firms with a mature understanding of the CASS rules aren’t immune to escalating CASS audit fees. The problem often isn’t with knowing the CASS rules – many strategies are well understood – but with execution and application. \n The PIMFA CASS Clients Academy is a unique learning experience for member firms who\, not content to keep up with CASS requirements\, seek to expand their knowledge and strengthen their internal capabilities to arrest rising CASS audit fees and ensure the number of incidences and breaches reported to the FCA continues to drop. \nThe PIMFA CASS Clients Academy (CCA) will change the way you and your firm approach CASS. You will emerge better able to tackle your firms toughest CASS audit challenges\, lead with greater CASS knowledge\, and inspire assurance at all levels in your firm that your next CASS audit is a success. CCA rapidly upskills CASS Officers\, Operations\, Compliance\, Certification Function Holders\, and Custodians to manage your next CASS audit and withstand scrutiny from regulators\, auditors and senior managers.
URL:https://www.pimfa.co.uk/event/pimfa-cass-academy-2023/
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/02/ken-cheung-KonWFWUaAuk-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231004T160000
DTEND;TZID=Europe/London:20231004T193000
DTSTAMP:20260421T090707
CREATED:20230927T154133Z
LAST-MODIFIED:20231002T074638Z
UID:296135-1696435200-1696447800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Manchester - Wednesday 4th October
DESCRIPTION:At KPMG\, 1 St Peter’s Square\, Manchester\, M2 3AE we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Manchester – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, Patrick Molyneux \n4.35 Update on the early-stage market and recent commitments in the North West – Delyth Edwards\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Hannah Barraclough\, KPMG \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Valerie Whalley\, RW Blears \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – Patrick Molyneux \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin – Jenson Funding Partners\, Tim Dickens- Octopus Ventures\, Jess Jackson – Praetura Ventures \n5.25 Journey of a Start-up with Founder Nicola Weedall\, Hydr \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nTHANK YOU TO OUR SPONSORS: \nBritish Business Bank\, Charles Stanley\, Jenson Funding Partners\, KPMG\, Octopus Ventures and Praetura Ventures \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, 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
URL:https://www.pimfa.co.uk/event/ready-steady-grow-manchester-wednesday-4th-october/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231005
DTEND;VALUE=DATE:20231006
DTSTAMP:20260421T090707
CREATED:20230915T094623Z
LAST-MODIFIED:20231002T074638Z
UID:295526-1696464000-1696550399@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Our annual event will once again be a full day’s deep dive into sustainable\, responsible\, ethical and ESG investment. \nThis year’s keynote speakers are the FCA’s ESG Manager Sara Woodroffe\, who will be discussing SDR and related activity – and NGO Client Earth’s Joanne Etherton. Other expert speakers are UKSIF CEO and expert climate risk actuary Mike Clark. \nTheir sessions will be interwoven with fund managers panels where we will explore how leading managers deal with some of the most important and complex sustainability issues of our time. \nThe day qualifies for up to 6 hours of CPD and there will also be lots of time to mingle with old friends and new throughout the day and at the drinks reception into the evening. \nFor more information and to book your place click here. \nDate: Thursday\, October 5\, 2023\nTime: 9.30 for a 10:00 AM start\nDrinks reception: 5.30 – 8.30\nAddress: Christ Church\, Spitalfields\, Commercial Street\, E1 6LY \nThe event is designed for financial advisers\, planners and wealth managers.
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event/
CATEGORIES:Industry Events
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231010T160000
DTEND;TZID=Europe/London:20231010T193000
DTSTAMP:20260421T090707
CREATED:20230927T154100Z
LAST-MODIFIED:20231002T074638Z
UID:296137-1696953600-1696966200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Leeds - Tuesday 10th October
DESCRIPTION:At PwC\, Central Square\, 29 Wellington St\, Leeds\, LS1 4DL we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Leeds – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in the North West – Cat Smith\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, PwC speaker tbc \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Paul Christian\, Ward Hadaway \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Jeffrey Faustin- Jenson Funding Partners\, Matt Nelson- Guinness Ventures\, Andrew Aldridge\, Deepbridge \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, 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 \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, Guinness Ventures\, Jenson Funding Partners\, PwC and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-leeds-tuesday-10th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Leeds.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231011T160000
DTEND;TZID=Europe/London:20231011T180000
DTSTAMP:20260421T090707
CREATED:20230927T154256Z
LAST-MODIFIED:20231002T074638Z
UID:296139-1697040000-1697047200@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Cambridge – Wednesday 11th October
DESCRIPTION:At Mills & Reeve\, Botanic House\, 100 Hills Road\, Cambridge\, CB2 1PH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Cambridge – sign up here \nRegistration from 4pm. \nAgenda \n4.30 Welcome from the Chair\, tbc \n4.35 Update on the early-stage market and recent commitments in Cambridge – Paul Sullivan\, British Business Bank \n4.45 Investing in Innovation through the S/EIS\, Jan Fachot\, PEM \n4.55 EIS / SEIS for founders: how to access the tax benefits\, Zickie Lim\, Mills & Reeve \n5.05 Panel Discussion: Under the bonnet with the Fund Managers and Advisers Chair – tbc \nPanellists: Harry Bell – Charles Stanley\, Tim Dickens – Octopus Ventures\, Ed Prior – SFC Capital\, Sunil Shah – o2h Ventures and Glen Stewart- Committed Capital \n5.25 Journey of a Start-up with Founder tbc \n5.35 Closing remarks\, Christiana Stewart-Lockhart\, EISA \n5.40 Move to reception and networking \nHere’s an overview of this year’s entire series of Ready Steady Grow! events: \nEdinburgh (29Aug) Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, 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 \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Committed Capital\, Mills & Reeve\, o2h Ventures\, Octopus Ventures and PEM
URL:https://www.pimfa.co.uk/event/ready-steady-grow-cambridge-wednesday-11th-october/
CATEGORIES:Industry Events
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231012T180000
DTEND;TZID=Europe/London:20231012T220000
DTSTAMP:20260421T090707
CREATED:20230927T154027Z
LAST-MODIFIED:20231002T074638Z
UID:296017-1697133600-1697148000@www.pimfa.co.uk
SUMMARY:Exclusive evening with Sir Ranulph Fiennes\, the world’s most legendary adventurer
DESCRIPTION:As the finance world faces a complex climb\, meet the man who’s climbed more mountains than most. \nWe would like to personally invite you to a unique opportunity to learn with Sir Ranulph Fiennes. This exclusive evening is being held by Industrial Thought Group in collaboration with our subsidiary Financial Software Limited on Thursday\, 12 October 2023 from 6pm at the Eight Club Moorgate. \nPlease RSVP here so we can confirm your place.
URL:https://www.pimfa.co.uk/event/exclusive-evening-with-sir-ranulph-fiennes-the-worlds-most-legendary-adventurer/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/IMG_0751.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231012T183000
DTEND;TZID=Europe/London:20231012T230000
DTSTAMP:20260421T090707
CREATED:20230324T103126Z
LAST-MODIFIED:20260327T080215Z
UID:272777-1697135400-1697151600@www.pimfa.co.uk
SUMMARY:PIMFA D&I Awards 2023
DESCRIPTION: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. \nThere are many instances of good practice which remain hidden or unrecognised. Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance\, which in turn drives positive change across the industry. \nFurther\, there is a stream of exceptional\, diverse talent coming up through the ranks in our industry that is changing businesses for the better\, engendering greater support for diverse communities and clients\, and helping to develop and lead innovation. \nWe have launched the PIMFA D&I Awards to celebrate this. \nThe Awards are FREE to enter and open to all firms and stakeholders in the sector – you do not have to be a PIMFA member to enter. \nIf you have any questions about booking your table for the 2023 Awards ceremony\, please contact PIMFA’s Events Team on events@pimfa.co.uk. \nCLICK HERE TO VIEW THE 2023 CATEGORIES AND FURTHER INFORMATION
URL:https://www.pimfa.co.uk/event/pimfa-di-awards-2021-2-2/
CATEGORIES:PIMFA Events,Symposium, Awards and Networking
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/03/MicrosoftTeams-image-2-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231017T160000
DTEND;TZID=Europe/London:20231017T193000
DTSTAMP:20260421T090707
CREATED:20230927T153945Z
LAST-MODIFIED:20231002T074637Z
UID:296140-1697558400-1697571000@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Newcastle - Tuesday 17th October
DESCRIPTION:At Newcastle Helix\, Newcastle upon Tyne\, NE4 5TF we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Newcastle – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, 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 \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, CT Accountants Advisors\, Par Equity and Ward Hadaway
URL:https://www.pimfa.co.uk/event/ready-steady-grow-newcastle-tuesday-17th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Newcastle.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20231019T160000
DTEND;TZID=Europe/London:20231019T193000
DTSTAMP:20260421T090707
CREATED:20230927T153920Z
LAST-MODIFIED:20231002T074637Z
UID:296142-1697731200-1697743800@www.pimfa.co.uk
SUMMARY:Ready Steady Grow! Belfast - Thursday 19th October
DESCRIPTION:At KPMG\, The Soloist Building\, 1 Lanyon Place\, Belfast\, BT1 6DH we are bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers – all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar at 16.30\, followed by a breakout session and networking from 17.30 \nReady Steady Grow Belfast – sign up here \nRegistration from 4pm. \nSeminar Agenda (CPD qualifying) TBC. \nHere’s an overview of this year’s entire series of  Ready Steady Grow! events: \nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \nFAQs: \nWho should attend this event? \nEntrepreneurs looking to start a business\, or access funding to take your business to its next level \nWealth managers looking to gain knowledge and expertise in EIS and small company investing \nInvestors looking to invest in the ‘Next big thing’ \nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided? \nDrinks and canapés will be provided \n*** \nWe\, 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 \nTHANK YOU TO OUR SPONSORS:\nBritish Business Bank\, Charles Stanley\, Deepbridge Capital\, KPMG\, Octopus Ventures\, Ormeau Baths\, RW Blears and Sapphire Capital Partners
URL:https://www.pimfa.co.uk/event/ready-steady-grow-belfast-thursday-19th-october/
CATEGORIES:Industry Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2023/09/Belfast.jpg
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