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Gain expert guidance on meeting complex reporting requirements, ensuring compliance, and mastering best practices under evolving regulatory standards.
Discover what effective product governance means in the context of the FCA’s Consumer Duty. This live online session will provide practical guidance on designing, monitoring, and reviewing products to ensure they deliver fair value and good outcomes for consumers.
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Register now for this free, one-hour webinar on investing in impact EIS funds from the Enterprise Investment Scheme Association. Date: Wednesday 28th February Time: 10.00-11.00am The webinar is orientated specifically towards financial advisers, and open to both EISA members and non-members. During the webinar, you'll learn: ✅ What investing in an impact EIS fund looks like ✅ Key considerations when investing ✅ Examples of investee companies Speakers Arran Dewar (SIS Ventures) James Faulkner (Vala Capital) Matt Jellicoe, (One Planet Capital) Antoine Pradayrol, (Green Angel Ventures) Christiana Stewart-Lockhart (Director General, EISA) Chair Arran Dewar joined SIS in 2023 to lead SIS Ventures. Before this, he worked with Inspiring Scotland and was responsible for the CashBack for Communities Fund (on behalf of Scottish Government), focussed on improving the quality of life of disadvantaged young people. In this role, Arran supported the fund’s social impact through 35 organisations to deliver programmes across Scotland. A qualified Chartered Accountant with over 20 years’ of experience working in business advisory, investment and portfolio management, due diligence and finance, Arran has previously held roles with EY, Saffery Champness and Deloitte. He has a BSc honours degree in Physiology from Glasgow University. James Faulkner is a co-founder and the CEO of the Vala Group, James is also the Managing Director of Vala Capital and has responsibility for the day to day oversight of Vala. James has enjoyed a successful career in sales and marketing for over 30 years primarily within financial services with PwC, ABN Amro and Dun & Bradstreet but with spells in manufacturing and consulting too. James is a Chartered Member of the CISI and holds the Level 4 Investment Advice Diploma. Matt Jellicoe Co Founder and Director, One Planet Capital. After a corporate career in public companies, Matthew founded and successfully exited two technology businesses in 2012 and 2018 respectively. He has been an active technology investor since 2012 and serves as a Non-Executive Director for two technology businesses. In more recent years he has specialised in sustainable investments. Matthew holds an Executive MBA from London Business school. Antoine Pradayrol is an experienced early-stage investor focusing on the climate tech space. He joined Green Angel Ventures in 2017, and serves as Chief Investment Officer, in charge of the firm’s fund activities. He has also built a portfolio of 30 investments across the energy transition sector, clean transportation and smart cities, energy efficiency solutions, circular economy, robotics, and ed-tech. Antoine is actively supporting founders as part of Imperial College London’s Venture Mentoring Service, as a Non-exec Director at Zedify and he was a Board Observer with AirEx until 2021. Prior to joining GAV, Antoine had a successful 15 years career in public equities as an equity research analyst covering the telecom sector. He was an Executive Director and partner with Exane BNP Paribas, based in London since 2005. Antoine is passionate about companies applying innovative technologies to tackle global warming and climate change. He studied at Ecole Polytechnique (economics and finance) and Telecom ParisTech (technology and telecoms). Christiana Stewart-Lockhart is the Director General of the Enterprise Investment Scheme Association (EISA). She previously spent more than a decade working in Westminster including ten years at the Institute of Economic Affairs. She also founded EPICENTER, a Brussels based network of some of the most respected think tanks from across Europe. Christiana holds a BA in Politics from the University of York. She is a member of TISA’s Young People’s Financial Education Policy Council and also sits on the Advisory Board for the All Party Parliamentary Group for Entrepreneurship. This will be followed by a Q&A session, where attendees will be welcome to ask our panellists questions. The webinar will be hosted by EISA Director General Christiana Stewart-Lockhart, and will feature a range of industry experts. The 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. With thanks to our sponsors Green Angel Ventures, One Planet Capital, and SIS Ventures and Vala Capital. Please register here
Stay ahead of regulatory expectations and learn how to embed Consumer Duty into your culture and operations by attending PIMFA's Consumer Duty Conference.
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Join us for an inspiring forum dedicated to driving diversity and inclusion in wealth management and financial advice. This event brings together industry leaders and change-makers to explore challenges, share success stories, and identify actionable strategies to empower women and create a more equitable future in financial services.
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Keeping pace with the shifting landscape of HR issues, changes in workplace law and upcoming regulation is challenging.
Expert insights on the latest HR challenges and strategies, including workforce planning, regulatory updates, and practical solutions to support your people and business.
The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly female customer base. This webinar covers the key tenets of a successful digital strategy, including: * Developing an actionable digital strategy that aligns with commercial goals * Using technology to fulfil your brand promises to your clients * Addressing the current trends in wealth management * Creating a future-proofed, client-centric digital strategy. The expert team from CREALOGIX will provide all the tools and information wealth management firms need for the creation of a successful digital strategy. Sign up today to learn more and help to accelerate your firm's digital strategy with practical solutions that align with commercial goals.
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We are delighted to announce that we will be hosting the PIMFA Spring Networking Reception on March 21st in London. Due to the huge popularity of this event we are releasing a total of 5 tickets per firm in this instance. This might increase closer to the time if capacity allows. This will be a great opportunity to network with industry colleagues, industry stakeholders and to celebrate all the great achievements the industry has collectively achieved in 2023. Early booking is recommended, to book your place please contact the team on events@pimfa.co.uk We look forward to seeing you there!
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PIMFA Live Online Learning: Product Governance: What Does Good Look Like Under Consumer Duty?