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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20240912T110000
DTEND;TZID=Europe/London:20240912T120000
DTSTAMP:20260608T020418
CREATED:20240126T094115Z
LAST-MODIFIED:20260605T103607Z
UID:305945-1726138800-1726142400@www.pimfa.co.uk
SUMMARY:The PIMFA HR Briefing: How Ready Are You for Employment Law Changes?
DESCRIPTION:‘HR Professionals: How Ready Are You for Employment Law Changes?’ \nIn September’s HR Briefing we discuss how two new employment bills the Employment Rights Bill and the Draft Equality (Race and Disability) Bill announced in the Kings speech on 17th July will impact on the world of HR professionals within Wealth firms if they become law. \nOver 60 minutes\, Clyde & Co’s employment team unpack the new Labour Government’s far-reaching workforce reforms\, helping you look at the challenges for your firm both from an operational and implementation perspective. \nKey topic discussions include: \n\nUnderstanding the nature and scope of the proposed reforms in relation to your firm.\nAssess the impact of the proposed reforms on your workforce and firm.\nHow to prioritise your ‘to-do’ list and reduce the risk of getting things wrong.\n\nDon’t miss this opportunity to gain valuable insights and have Chris Holme and Shadia El Dardiry answer your questions.
URL:https://www.pimfa.co.uk/event/the-pimfa-hr-briefing-2024-session-1-2-2/
CATEGORIES:HR Briefing,Learning
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240916T093000
DTEND;TZID=Europe/London:20240916T123000
DTSTAMP:20260608T020418
CREATED:20240208T101129Z
LAST-MODIFIED:20251120T161018Z
UID:304187-1726479000-1726489800@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Learning: Financial crime Business-wide risk assessment- the key to getting it right
DESCRIPTION:The Business Wide Risk Assessment (BWRA) is a key pillar in understanding the risks posed to your business and monitoring the effectiveness of you control framework. Yet so many firms are still getting this critical\, living document wrong and thus falling short of regulatory expectations. \nThe Business Wide Risk Assessment masterclass\, delivered by Avyse\, is your opportunity to step back and consider the financial crime risks your firm is\, or could be\, exposed to and consider how those risks could be mitigated.\nUnder the guidance of experienced consultants\, you will be guided through a tried and tested approach that will not only improve the quality of your firm-wide risk assessments\, but ensure it can be replicated to be the backbone of your financial crime controls in 2024. \nThrough this masterclass\, you’ll learn how to: \n• Complete a comprehensive\, yet proportionate assessment;\n• Document the methodology in a clear\, reliable way; and\n• Use the outputs of the risk assessment to inform and enhance the financial crime framework. \nMasterclass topics covered include: \n• Adopting and embedding the latest FCA requirements and industry guidance in your BWRA.\n• Providing an in depth look at the business wide risk assessment process.\n• Grasping why it’s crucial to get it right\, provide tips and tricks we’ve learned by assisting a myriad of firms in developing their BWRA tools and methodologies.\n• Sharing best practice from peer firms – specifically\, how to keep the BWRA proportionate yet comprehensive and scalable.\n• Recognise good and poor practice – common themes Avyse has identified through their Skilled Person and broader advisory work \nWorking through an example risk assessment\, you will learn how to:   \n• Avoid the pitfalls most firms make when carrying out and documenting their BWRA.\n• Understand and apply different methodologies for carrying out a financial crime risk assessment. This will include:\no Identifying and assessing risks; and\no Identifying and assessing the effectiveness of key controls.\n• Replace a tick box exercise approach with a living document to identify ‘real risk’ and that stands up to internal and external scrutiny.\n• Determine how to use the outputs of the risk assessment to support internal decision-making processes\, including where to enhance controls and allocate additional resources.\n• Review\, update and improve your BWRA by applying the key principles discussed.\n• Conduct with confidence a risk assessment that follows industry good practice\n• Explain with confidence to key stakeholders the reasoning and rationale of your BWRA \nWho should enrol: \n• Heads of Financial Crime / MLROs / Deputy MLROs\n• Heads of Compliance and Compliance Leads\n• Governance specialists\n• Firms currently going through specific registration / authorisation applications.
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-financial-crime-business-wide-risk-assessment-the-key-to-getting-it-right/
CATEGORIES:Learning,Live Learning
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20240918
DTEND;VALUE=DATE:20240919
DTSTAMP:20260608T020418
CREATED:20240819T111654Z
LAST-MODIFIED:20240823T124152Z
UID:312608-1726617600-1726703999@www.pimfa.co.uk
SUMMARY:30th Anniversary of EIS
DESCRIPTION:In 2024\, we are celebrating 30 incredible years of the Enterprise Investment Scheme. Three decades of founders\, investors and more using the EIS to support UK startups to become household names\, create life-changing health technology and more. \nJoin the Enterprise Investment Scheme Association and the EIS/SEIS ecosystem to celebrate! \nWe will be holding an exciting in person conference\, bursting with important speakers and conversations you won’t want to miss. \nThere will be talks throughout the evening\, followed by an evening reception\, where you will be served delicious drinks and canapes. \nThe event will be filled with entrepreneurs\, advisers and investors celebrating all that EIS has enabled the UK to achieve so far\, and the vital role it has had in ensuring a world leading ecosystem. \nAdditional tickets can be bought by members and non- members here. \nJoin us for the 30th Anniversary Event \nDate: Wednesday 18th September \nVenue: Institute of Directors\, 116 Pall Mall\, Central London \nTickets: EISA members will receive one complimentary ticket. You can buy additional tickets\, or non-member tickets. \nThe event will include food and drink throughout the day including a standing buffet lunch\, tea\, coffee & cake breaks\, and drinks and delicious canapes at the evening reception. \nThe agenda for the 30th Anniversary event: \nThe conversation will spread understanding of how the EIS has benefited the UK economy\, and how it will continue to do so well into the future. \nYou’ll hear from SEIS and EIS success stories\, and get an insight on how to access the schemes yourself. \nLearn more here. \nWho will be speaking at the 30th Anniversary of EIS? \nWe will be announcing the speakers over the next few weeks. Follow our LinkedIn and check our website regularly to be the first to know.\nSponsors and Partners \nWe are very grateful that the 30th Anniversary event is supported by our partners\, please stay tuned for sponsor updates. \nIf you would be interested in becoming a sponsor or partner\, please get in touch with Olivia at olivia@eisa.org.uk
URL:https://www.pimfa.co.uk/event/30th-anniversary-of-eis/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240919T083000
DTEND;TZID=Europe/London:20240919T180000
DTSTAMP:20260608T020418
CREATED:20240223T122656Z
LAST-MODIFIED:20251113T125608Z
UID:307222-1726734600-1726768800@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2024
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2024 will be taking place on September 19\, in London AND online. \nHear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world.\nBringing together a high-level audience who can engage with the experts\, this conference will facilitate fruitful discussions with opportunity for questions and networking. \nWho attends? \n• Compliance consultants\, Managers\, Heads of\, Group Compliance officers\n• Risk professionals\n• C-suite executives\n• Heads of Finance\n• MLRO\n• Investment Managers and Directors\n• Regulators\n• Government bodies\n• Policy advisers and professionals\n• And many others\nWhen booking your ticket please be sure to choose the correct option – IN-PERSON or VIRTUAL.\nThe Compliance Conference will be live-streamed on the day of the event and if joining virtually you will have the opportunity to ask questions live to speakers and panellists.\nThose attending in person will have the opportunity to network with fellow industry colleagues\, speakers and sponsors.\nThe early-bird discount is available until June 30th– prices will increase thereafter. \nIf you have any questions or have any interest in speaking or sponsoring this event please contact events@pimfa.co.uk \nVenue: \nDate: 19 September 2024\nTimes: 08:30: – 17:45\nVenue: Herbert Smith Freehills – Exchange House\, Primrose St\, London EC2A 2EG \n 
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2024/
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240924T183000
DTEND;TZID=Europe/London:20240924T200000
DTSTAMP:20260608T020418
CREATED:20240716T094207Z
LAST-MODIFIED:20251119T173307Z
UID:311650-1727202600-1727208000@www.pimfa.co.uk
SUMMARY:The PIMFA M&A Roundtable Dinner
DESCRIPTION:The PIMFA Mergers and Acquisitions dinner is an opportunity for PIMFA members to gain valuable insight into the current M&A landscape impacting and effecting the sector. M&A experts from Farrer & Co. and Thistle Initiatives provide firm’s with an update on the current deal environment and what we can expect to see over the coming year. \nBenefits for attending: \n1. Hear insights into M&A trends\, how they have changed and what’s expected to drive M&A activity this year.\n2. Learn how to successfully navigate a deal process in the current environment.\n3. Further your knowledge on the key due diligence activities in a merger and acquisition transaction.\n4. Learn why some mergers and acquisitions fail and how to avoid the pitfalls. \nWho should attend: \nThis is an invite only roundtable of PIMFA member firms with the following job titles: \n• CEOs\, managing directors and owners\n• Finance directors and senior managers\n• Finance and commercial team leaders
URL:https://www.pimfa.co.uk/event/the-pimfa-ma-round-table-dinner/
CATEGORIES:Learning
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20240926T103000
DTEND;TZID=Europe/London:20240926T113000
DTSTAMP:20260608T020418
CREATED:20240819T111618Z
LAST-MODIFIED:20240823T102018Z
UID:313604-1727346600-1727350200@www.pimfa.co.uk
SUMMARY:Regulatory Updates: Blueprint for Success
DESCRIPTION:Staying compliant is crucial to avoid legal penalties\, fines\, and reputational damage. \nJoin us in our upcoming live webinar\, where we look at how to be proactive in compliance and enhance your firm’s ability to compete in the marketplace\, by fostering trust and reliability. \nIn Ruleguard’s latest live event\, we will delve into identifying your compliance universe before dipping into horizon scanning and tips for keeping on top of regulatory developments. \nOur upcoming session will cover the following areas: \nDefining the compliance universe\nLinking obligations and activities\nManaging regulatory developments\nEvidencing compliance \nWhether you’re a risk or compliance professional\, this session is perfect if you’re looking to enhance and transform your existing compliance model. \nTo learn more about our regulatory updates solution visit https://www.ruleguard.com/solutions/regulatory-updates-software.
URL:https://www.pimfa.co.uk/event/regulatory-updates-blueprint-for-success/
CATEGORIES:Industry Events
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