We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute, no obligation webinar. In this webinar with executive coach Caroline Holt, you will: • Find out if the programme is appropriate for you or your colleagues • Hear about women graduates who have completed the programme • Get your questions answered about the programme - what you will get from it, how it all works, the admission process and fees • Discover how this programme differs from other Women in Leadership programmes for women

The Chancellor has announced that the 2023 Autumn Statement will occur on Wednesday, 22 November 2023. The Autumn statement updates the government's plans for the economy. This Autumn budget is of particular interest based on a possible general election being called in 2024. Join Iona Martin, Head of Private Banking Tax, KPMG, and David Ostojitsch, Director of Government Relations and Policy, PIMFA, for a comprehensive update on what the Autumn budget statement includes and what it means for you, your firm, clients, and the wealth management and advice industry. Please note this webinar is for PIMFA Members only

We would like to invite you to discover more about PIMFA’s  ‘Authentic Leadership: How to Thrive as a Female Leader in Wealth and Finance’ programme with this FREE 60 minute, no obligation webinar. In this webinar with executive coach Caroline Holt, you will: • Find out if the programme is appropriate for you or your colleagues • Hear about women graduates who have completed the programme • Get your questions answered about the programme - what you will get from it, how it all works, the admission process and fees • Discover how this programme differs from other Women in Leadership programmes for women

According to a recent survey, '60% of professionals surveyed across financial services have reported an increase in DSARs over the past year' and '51% have received complaints from data subjects about a data subject access request (DSARs)'. This is not surprising – customers and clients who are unhappy, or want to find out information which is held on them, are more cognisant than ever of their rights under DSARS, and very few employee disputes these days come unaccompanied by a DSAR. Given this, and the fact that DSARs can be a significant drain on resources and can (very importantly) lead to the provision of information and documentation which was never intended to be made public, they need to be managed carefully. 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.  They will discuss how PIMFA member firms can: React and respond to a DSAR with professionalism and speed Ensure they are correctly identifying and redacting information so as to not disclose any information the requester is not entitled to Identify when a request is manifestly unfounded and excessive and respond appropriately Regardless of size, have effective management in place to efficiently respond to DSARs Be prepared for any regulatory scrutiny and enforcement action when handling DSARs