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DTSTART;TZID=Europe/London:20250918T120000
DTEND;TZID=Europe/London:20250918T183000
DTSTAMP:20260420T031658
CREATED:20250331T084513Z
LAST-MODIFIED:20251119T164649Z
UID:324483-1758196800-1758220200@www.pimfa.co.uk
SUMMARY:The PIMFA Annual M&A Summit 2025
DESCRIPTION:Register your interest to attend PIMFA’s M&A Summit HERE  \n Why attend  \n\n Get the inside track: We are witnessing a fundamental shift in the advice market. Regulators\, acquirers and sellers are faced with a multitude of challenges and opportunities. Find out how they’re responding and reacting at the M&A Summit. \n Maximise deal value: Discover from SEI how to build a comprehensive IT integration plan to ensure your firm reaps the benefits of a merger. \nBuy or sell with confidence: Grasp from legal experts Farrer & Co. how to maximise value at each stage of the M&A deal cycle. \nAvoid due diligence pitfalls: Learn from Square 4 partners how acquirers and sellers can conduct enhanced due diligence to uncover and mitigate any potential risks and liabilities and avoid greater regulatory scrutiny. \n\nWho Should Attend  \n\nCEOs\, managing directors\, finance directors\, and M&A leaders of acquiring firms who want to meet their buyer network face-to-face in a confidential environment\, including corporate acquirers\, private equity\, sellers\, and more.\nFinancial Advisors looking to gain vital information to help make an informed decision on how to sell their business.\n\n\nPrivate equity investors and other key stakeholders in the sector seeking to meet and grow their network of deal referral sources. \n\n  \nRegister your interest to attend M&A Summit HERE  \n  \nInterested in sponsoring PIMFA’s M&A Summit? Reach out to Philip Allen\, Head of Learning HERE 
URL:https://www.pimfa.co.uk/event/the-pimfa-annual-ma-summit-2025/
LOCATION:SEI\, 1st Floor\, Alphabeta\, 14-18 Finsbury Square\, London\, EC2A 1BR\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250923T093000
DTEND;TZID=Europe/London:20251118T123000
DTSTAMP:20260420T031658
CREATED:20240919T103447Z
LAST-MODIFIED:20250731T162902Z
UID:314940-1758619800-1763469000@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2025
DESCRIPTION:🎟️ This Event Has Officially Sold Out!\n\nThe FCA’s long-awaited published review of Customers in Vulnerable Circumstances (March 2025) leaves no room for doubt\, requiring an immediate response from PIMFA wealth firms seeking to continually meet the regulator’s expectations.  \nAnd with the FCA not afraid to use the “pointy end of our toolkit” (Alison Walters\, FCA’s Director of Consumer Finance\, speech 11th March)\, band-aid or bolt-on solutions for identifying vulnerable customers\, outcomes monitoring\, data\, staff training\, and product and service design by firms won’t cut it; all must be improved to ensure that vulnerable customers of wealth managers receive the support they need.  \nA unique learning offering   \nPIMFA’s Customer Vulnerability Learning Programme\, led by the award-winning vulnerability training team at The Money Advice Trust\, is the only Vulnerability training programme that integrates PIMFA’s own Understanding Customer Vulnerability guidance (Nov. 2024) with the FCA’s Good and Poor Practice (March 2025) to offer members our most robust and comprehensive vulnerability training ever offered to wealth managers.  \nA full-on\, immersive\, root-and-branch training experience\, PIMFA’s Customer Vulnerability Learning Programme provides firms with ‘know how’ needed to transform their processes\, systems\, and people to deliver better outcomes for vulnerable customers.   \nPIMFA’s Vulnerability Learning Programme will support your firm:  \n\nAccelerate the adoption of new FCA expectations on vulnerability in your firm \nDesign best-in-class experiences for Customers in vulnerable circumstances \nBuild and lead a more effective strategy on vulnerability \nDevelop a shared vision of success around your approach to vulnerability \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nBuild a customer centric culture into the fabric of your firm and foster a new sense of purpose   \n\nDownload the brochure to find out how our new Customer Vulnerability Learning Programme can support you in developing a firm-wide strategy for customer vulnerability. \nIf you are a PIMFA Member\, please ensure you are logged in to see member tickets. \n  \nAdvance your skills\, Bring a colleague along for FREE!  \nPlease email learning@pimfa.co.uk if you would like to take advantage of this amazing offer!
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-academy-2025/
CATEGORIES:Learning,Programmes
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LOCATION:
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DTSTART;TZID=Europe/London:20250925T083000
DTEND;TZID=Europe/London:20250925T180000
DTSTAMP:20260420T031658
CREATED:20241213T112730Z
LAST-MODIFIED:20250925T104213Z
UID:319534-1758789000-1758823200@www.pimfa.co.uk
SUMMARY:PIMFA Compliance Conference 2025
DESCRIPTION:We are proud to announce that the PIMFA Compliance Conference 2025 will be taking place on September 25th 2025\, in London AND online. \nThis event\, now a regular fixture in the PIMFA calendar to highlight key issues raised across our working groups\, is aimed at compliance professionals in the investment management and financial advice world. The event will bring together best in class sector speakers\, and a high-level audience who can engage with the experts to facilitate fruitful discussions on the latest issues affecting our sector. \nThe agenda is currently under construction\, but an indication of topics we are looking to explore are below: \n– PIMFA review of the past year\, and horizon scanning for the next\n– The Regulator’s Perspective; key messages for PIMFA members from the FCA\n– Hear from the Compliance Professionals – what is keeping them up at night?\n– Connecting the dots on Cyber Security\n– Operational Resilience – six months on\, how are firms doing?\n– Leveraging Artificial Intelligence to meet compliance challenges\n– Ongoing Services Review; what it means for PIMFA members\n– Consumer Duty; the landscape since implementation\n– Customer Vulnerability; an update since publishing the guide\n– The evolution of the ESG agenda \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. Those attending in person will have the opportunity to network with fellow industry colleagues\, speakers and sponsors. When booking your ticket please be sure to choose the correct option – IN-PERSON or VIRTUAL. \nIf you have any questions or have any interest in speaking or sponsoring this event please contact events@pimfa.co.uk to find out more. \n 
URL:https://www.pimfa.co.uk/event/pimfa-compliance-conference-2025/
LOCATION:Herbert Smith Freehills Kramer\, Exchange House\, Primrose St\, London\, EC2A 2EG\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20250929T100000
DTEND;TZID=Europe/London:20250929T153000
DTSTAMP:20260420T031658
CREATED:20250815T094716Z
LAST-MODIFIED:20250815T114204Z
UID:333386-1759140000-1759159800@www.pimfa.co.uk
SUMMARY:Cyber Security: Capture The Flag
DESCRIPTION:Capture the Flag immerses you in a sensory-rich and hands-on learning environment. Guided by our security trainers and penetration testers\, you will learn how to attack software applications and networks using the tools and techniques employed by real-life threat actors. \nWhy Capture the Flag? \nSecurity isn’t always front and centre for engineering teams. Formal training in this space is still the exception\, not the rule. But with threats on the rise\, that gap can leave your software exposed. \nOur hands-on events are built to change that. Tailored for developers\, infrastructure engineers\, and security professionals alike\, these sessions are designed to embed security thinking into everyday engineering practice. You’ll learn how to spot\, understand and mitigate vulnerabilities early – long before they make it to production. \nThis capture the flag event will help you to: \nGlimpse into a hacker’s mindset and motivations\nUnderstand common attack vectors and how to mitigate them\nEmbrace shift-left and secure-by-design principles\nDevelop confidence in your ability to write\, test and ship secure code\nAvoid the common security flaws introduced during development cycles \nFor more information please email MariaF@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/cyber-security-capture-the-flag/
LOCATION:Evelyn Partners\, 45 Gresham Street\, London\, EC2V 7BG\, United Kingdom
CATEGORIES:Industry Events
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