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X-WR-CALNAME:PIMFA - Building Personal Financial Futures
X-ORIGINAL-URL:https://www.pimfa.co.uk
X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20250210T093000
DTEND;TZID=Europe/London:20250210T123000
DTSTAMP:20260607T190831
CREATED:20241213T130137Z
LAST-MODIFIED:20251120T162331Z
UID:319585-1739179800-1739190600@www.pimfa.co.uk
SUMMARY:PIMFA Live Online Training: Operational Resilience Self-Assessment: Writing and preparing your document to meet the FCA’s March 2025 deadline
DESCRIPTION:Are you ready to demonstrate operational resilience by 31 March 2025? \nBe under no illusion your firm’s Operational Resilience Self-Assessment document will be the first item the FCA requests to see when assessing your firm’s ability to deliver important business services throughout operational disruptions such as cyber-attacks\, technology failures or third-party disruptions. \nAnd with the FCA’s deadline of 31st March 2025 fast approaching for boards of enhanced SMCR firms to review and approve their written self-assessment\, now is the time to ensure this essential document demonstrates to the regulator your firm’s ability to prevent\, adapt to\, respond to\, and recover from disruptions. \nHelping you get your report right first time \nIn this live\, tutor-led online course\, Richard Preece\, Chair of PIMFA’s Operational Working Group\, assists you to avoid the pitfalls firms make when drafting your self-assessment\, ensuring that you can: \n1. Clearly articulate the FCA expectations for your firm’s operational resilience self-assessments\, including the required elements (important business services\, impact tolerances\, mapping\, scenario testing\, lessons learned\, vulnerabilities\, and communication strategy). You will receive guidance on the size and level of detail of the Self-Assessment document that’s proportionate to your firm’s activities. \n2. Construct a comprehensive self-assessment document that effectively demonstrates your firm’s full compliance with the regulation. This includes understanding the appropriate format\, size\, and content of the document. Time on the course has been allocated to provide guidance on addressing challenges like proportionality\, consumer harm mitigation\, and justification of methodologies. \n3. Identify and effectively manage key challenges associated with operational resilience\, particularly those relating to outsourcing (both intra-group and third-party)\, and 4th parties. Through case studies and examples\, your trainer will offer practical solutions and best practices to mitigate third-party risks. \n4. Implement a process for regularly reviewing and updating the self-assessment document to reflect changes in the business\, market conditions\, and lessons learned. Your trainer will emphasise the nature of the self-assessment and strategies for ongoing maintenance and governance. \n5. Follow a proven plan to enhance the sophistication of the self-assessment process over time\, improving the maturity of your firm’s operational resilience practices. The course will assist you in making progressive improvements in mapping\, scenario testing\, and vulnerability remediation\, particularly when there is a significant change to the business. \nWho should attend this course? \n• Board members who have questions or doubts about their firm’s Self-Assessment seek assurances that ‘nothing has been missed’ before approval is given. \n• Senior Managers\, typically the SMF24\, who\, in updating the firm’s self-assessment\, seeks to articulate how the firm plans to address the vulnerabilities to remain within the set impact tolerances in line with FCA expectations. \n• Heads of Operational Risk and Compliance looking to benchmark with their peers how their firm evidences the effects of disruptions and ensure financial stability. \nBring a colleague along for free!  \nUse voucher code XCEMPQ5U at checkout for 50% 2 tickets!
URL:https://www.pimfa.co.uk/event/pimfa-live-online-training-operational-resilience-self-assessment-writing-and-preparing-your-document-to-meet-the-fcas-march-2025-deadline/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/10/iStock-666036894-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250212T140000
DTEND;TZID=Europe/London:20250212T180000
DTSTAMP:20260607T190831
CREATED:20241213T121001Z
LAST-MODIFIED:20251113T165931Z
UID:319569-1739368800-1739383200@www.pimfa.co.uk
SUMMARY:PIMFA Under 40 Forum 2025
DESCRIPTION:For the past 7 years\, PIMFA has run the Millennial forum of individuals from our membership. This has since become the Under 40 Leadership Committee.\nIts purpose is to bring together bright minds to debate\, research and consider pressing issues facing our industry. Their findings result in a report\, which is published and widely circulated. You can download the 2023 report here.\nAt the event on February 12\, The Under 40 Forum members will be presenting their findings from their work this year. The day will also welcome industry expert speakers. \nThis year’s group are researching the following topics\, the results of their findings will be presented at the event on February 12th: \n1. Does the industry focus on cost undermine value?\n2. How can firms better target other demographics to improve their long term viability?\n3. How do M&A affect existing and prospective client outcomes? \nEvent details:\nDate: 12 February 2025\nTiming: 14:00 – 18:00\nPlease contact events@pimfa.co.uk if you’d like to attend.
URL:https://www.pimfa.co.uk/event/pimfa-under-40-forum-2025/
CATEGORIES:Briefing,PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/11/adam-neumann-pASOhk5SagY-unsplash-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250225T110000
DTEND;TZID=Europe/London:20250225T120000
DTSTAMP:20260607T190831
CREATED:20250113T110431Z
LAST-MODIFIED:20251119T110108Z
UID:320520-1740481200-1740484800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: The Duty to Prevent Sexual Harassment
DESCRIPTION:On 26 October 2024\, a new section of the Equality Act 2010 came into force\, placing a new duty on firms to take reasonable steps to prevent the harassment of a sexual nature of workers in the course of their employment. \nIn this FREE 60-minute webinar\, employment law experts from DAC Beachcroft LLP will explore what the newly established legal obligation is\, means in practice and what steps should be taken to avoid falling foul of the new law as well as for employers regarding the prevention of sexual harassment in the workplace taking a deep-dive look into how PIMFA member firms\, can simply and effectively create a culture of accountability and openness\, where employees feel empowered to report incidents of any form of harassment without fear of retaliation. \nTime has been set aside on the webinar to ask our experts how these changes impact your firm’s responsibilities and employee rights\, showcasing how leading firms are building a safer and more inclusive work environment. \nKey points discussed: \n• What is the new duty?\n• Key responsibilities of employers\n• Recognising\, addressing\, and preventing harassment\n• Reasonable steps\n• Strategies for encouraging bystander intervention and promoting respectful workplace behaviour.\n• Consequences of non-compliance\n• Can we expect further change?
URL:https://www.pimfa.co.uk/event/pimfa-webinar-the-duty-to-prevent-sexual-harassment/
CATEGORIES:Learning,Webinars
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2024/11/andre-benz-_F3VBwffsOE-unsplash-scaled.jpg
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250226T093000
DTEND;TZID=Europe/London:20250226T173000
DTSTAMP:20260607T190831
CREATED:20250327T124319Z
LAST-MODIFIED:20251113T132033Z
UID:324350-1740562200-1740591000@www.pimfa.co.uk
SUMMARY:PIMFA Financial Crime Conference 2025
DESCRIPTION:The PIMFA Financial Crime Conference is returning in 2025\, ready to update attendees on everything they need to know on the evolving financial crime landscape. \nFirms and their clients remain at significant risk\, and the event will aim to give PIMFA members the know how to protect themselves. Attendees will get access to expert sessions from professionals across industry\, including governmental\, regulatory and law enforcement experts\, as they discuss what the current threat landscape looks like emerging from new techniques and technologies\, and what can be done to operate in a safer and more resilient environment. \nAs in previous years\, this event is named not just at financial crime professionals and MLROs\, but at anyone in a senior management or compliance function\, working to ensure firm’s work is safe for clients\, and one step ahead of the various threat actors acting against the financial services sector in 2025. \nAs you will see from our agenda\, this year’s event will include contributions from the Financial Conduct Authority (FCA)\, the Home Office\, and the National Crime Agency (NCA)\, among many others – book now to reserve your seat (press are not eligible for this event\, and spaces are limited on a first come\, first served basis). \nIf you are a PIMFA Member – Please ensure you are logged in to your account first before adding a ticket to your basket to access the member discounts.
URL:https://www.pimfa.co.uk/event/pimfa-financial-crime-conference-2025-2/
LOCATION:Shoosmiths\, 1 Bow Churchyard\, London\, EC4M 9DQ\, United Kingdom
CATEGORIES:Conference,PIMFA Events
ATTACH;FMTTYPE=image/jpeg:https://www.pimfa.co.uk/wp-content/uploads/2025/03/iStock-1688348276-scaled-1.jpg
ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
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