Events
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2 events,
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.
3 events,
A one-hour webinar on investing in impact EIS funds from the Enterprise Investment Scheme Association.
Stay ahead of regulatory expectations and learn how to embed Consumer Duty into your culture and operations by attending PIMFA's Consumer Duty Conference.
2 events,
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.
4 events,
Expert insights on the latest HR challenges and strategies, including workforce planning, regulatory updates, and practical solutions to support your people and business.
Keeping pace with the shifting landscape of HR issues, changes in workplace law and upcoming regulation is challenging.
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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PIMFA Live Online Learning: Product Governance: What Does Good Look Like Under Consumer Duty?