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DTSTART;TZID=Europe/London:20250923T093000
DTEND;TZID=Europe/London:20251118T123000
DTSTAMP:20260420T015647
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
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/PIMFA-links_avatar_white_web-1.png
LOCATION:
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251009T093000
DTEND;TZID=Europe/London:20251009T173000
DTSTAMP:20260420T015647
CREATED:20250813T090926Z
LAST-MODIFIED:20251208T144853Z
UID:334800-1760002200-1760031000@www.pimfa.co.uk
SUMMARY:SRI Services and Partners Good Money Week event
DESCRIPTION:Join us for a full day’s deep dive into sustainable and responsible investment for financial advisers\, planners\, wealth managers and fund selectors. \n  \nFor further information on the agenda and how to book please click here
URL:https://www.pimfa.co.uk/event/sri-services-and-partners-good-money-week-event-2/
CATEGORIES:Industry Events
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20251014
DTEND;VALUE=DATE:20251015
DTSTAMP:20260420T015647
CREATED:20240410T124534Z
LAST-MODIFIED:20251211T112956Z
UID:308769-1760400000-1760486399@www.pimfa.co.uk
SUMMARY:PIMFA Learning: Authentic Leadership: How to thrive as a female leader in wealth and finance-2025
DESCRIPTION:According to the Financial Conduct Authority\, ‘senior jobs are still mostly for the boys’. And\, whilst more regulated financial services firms are treating gender diversity as a business priority\, the evidence on a sector level would suggest women still remain under-represented at senior management and leadership levels. \nAs a leadership development program for women in finance and wealth\, we directly address the challenges women executives often face\, helping them to develop the confidence\, connections and actions needed to achieve their potential. \nThis unique coaching programme delivered virtually by executive coach\, Caroline Holt\, is endorsed by The Institute of Leadership & Management and CPD accredited by CISI. \nThe PIMFA Authentic Leadership programme is a six-month programme divided into six training modules\, with a new module released every four weeks. \nIt is also an arena for sharing experiences\, practising the tools – as well as a place to get inspiration\, support and the motivation to help you achieve your goals. \n 
URL:https://www.pimfa.co.uk/event/authentic-leadership-how-to-thrive-as-a-female-leader-in-wealth-and-finance-2025/
LOCATION:See description for details
CATEGORIES:Learning,Programmes
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/Autentic-Leadership-Favicon-web.png
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DTSTART;TZID=Europe/London:20251014T093000
DTEND;TZID=Europe/London:20251014T113000
DTSTAMP:20260420T015647
CREATED:20250729T133105Z
LAST-MODIFIED:20251106T150536Z
UID:333551-1760434200-1760441400@www.pimfa.co.uk
SUMMARY:Getting Financial Promotions Right in a Post Consumer Duty ERA
DESCRIPTION:PIMFA member firms take note. \nIn 2024\, the FCA identified and intervened against around 20\,000 non-compliant financial promotions from authorised firms and has recently deployed new technology to shut down or block 1\,600 websites promoting financial services without permission taking action against influencers (“finfluencers”) for illegal promotions. \nIn the Consumer Duty era\, the FCA expects your firm to go beyond ensuring that all your promotions are ‘clear\, fair and not misleading’ and actively challenging your firm to achieve good outcomes for all customers\, especially the vulnerable. But what does that mean in practice? \nIn this online training session\, you will examine good and bad examples of recent promotional campaigns and assess potential non-compliance with your current and future campaigns. By improving your grasp of good practice\, you will be better prepared to protect your firm\, brand reputation\, and competitive advantage and respond rapidly to unexpected\, consequential events. \nOver two hours\, Ocorian’s Abi Reilly will help you: \n\nAssess the potential risks of your marketing and financial promotions and strengthen your approach against the latest FCA guidance.\nMitigate the threat of non-compliance with current and future changes in financial promotion regulations using a proven process\nEnsure your approach to social media and customer communications doesn’t attract the wrong kind of attention.\nEnhance the review and approval process for financial promotions in line with proposed new anti-greenwashing rules.\nUpdate your social media and influencer marketing governance\, policies\, and contracts with ‘finfluencers’ and agencies to stop consumer harm.\n\nWho should attend \n\nCompliance and legal\nMarketing\nProduct Development\nSenior managers responsible for the marketing activities of the firm\n\n*You may bring along a colleague FREE to this course\, please book 2 places and use code 8prbx3da at checkout for 50% off.
URL:https://www.pimfa.co.uk/event/pimfa-live-online-learning-getting-financial-promotions-right-in-a-post-consumer-duty-era/
CATEGORIES:Learning,Live Learning
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/07/PIMFA-webinar-favicon-copy-02-scaled.png
LOCATION:https://www.pimfa.co.uk/event/pimfa-live-online-learning-getting-financial-promotions-right-in-a-post-consumer-duty-era/
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DTSTART;TZID=Europe/London:20251016T140000
DTEND;TZID=Europe/London:20251016T173000
DTSTAMP:20260420T015647
CREATED:20250818T084302Z
LAST-MODIFIED:20251120T160547Z
UID:335140-1760623200-1760635800@www.pimfa.co.uk
SUMMARY:Culture & Inclusion Roundtable Event
DESCRIPTION:PIMFA\, as a longtime advocate of DE&I\, both for its ethical merits\, and a deep seated belief in its importance for a well performing business culture.  We will be hosting a half day roundtable in October\, under Chatham house rules\, to facilitate a dialogue and through discussions of good practices identify what firms are doing to create inclusive cultures\, the impact it is creating and  what companies are doing to remain true to their values and overcome challenges and pushback. \nPIMFA CEO Liz Field\, and PIMFA Chair\, The Rt. Hon John Gummer\, Lord Deben\, will be speaking to the subject and hosting roundtable discussions on this important topic with additional guest speakers being drawn from previous winners of the PIMFA D&I Awards\, to discuss their pragmatic advice on inclusion implementation and the changing landscape. If you have an interest in the subject\, we encourage you to book your place sooner rather than later\, as ticket numbers will be restricted. This event is free for PIMFA members. \n 
URL:https://www.pimfa.co.uk/event/culture-inclusion-roundtable-event/
LOCATION:Howden\, One Creechurch Ln\, London\, EC3A 5AF\, United Kingdom
CATEGORIES:Learning,PIMFA Events,Roundtables
ATTACH;FMTTYPE=image/png:https://www.pimfa.co.uk/wp-content/uploads/2025/06/Roundtable-avatar_white_web.png
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BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251021T110000
DTEND;TZID=Europe/London:20251021T120000
DTSTAMP:20260420T015647
CREATED:20250916T144706Z
LAST-MODIFIED:20250918T125715Z
UID:338381-1761044400-1761048000@www.pimfa.co.uk
SUMMARY:PIMFA HR Briefing 2025: From Policy to Practice: HR’s Role in FCA Misconduct Rules
DESCRIPTION:Non-financial misconduct is under comprehensive scrutiny from all fronts. \nFrom 1 September 2026\, wealth and advice firms will be subject to the FCA’s tougher stance on non-financial misconduct. This means that serious cases of bullying\, harassment\, or violence that lead to disciplinary action must be reported to the regulator\, not just handled internally. \nIn this FREE 60-minute webinar\, employment lawyers Chris Holme and Anousheh Bromfield of Clyde & Co cut through the complexity to show HR professionals what the change in the Rules mean in practice\, how to update policies and investigations\, and how to balance employment law with regulatory duties\, and how to deal with non-financial misconduct between now and when the new Rules come into force.\nAttending this session will help HR professionals: \n1. Understand the FCA’s broadened remit on non-financial misconduct and its implications for HR.\n2. Ensure compliance ahead of the new rules taking effect next year and understanding what to do in the interim.\n3. Map the impact of the new rules on your policies\, procedures and frameworks\n4. Get started on assessing current COCON and FIT frameworks to identify gaps against new rules and proposed guidance\n5. Distinguish between misconduct that is purely HR-managed and that which must be reported to the FCA.
URL:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-from-policy-to-practice-hrs-role-in-fca-misconduct-rules/
CATEGORIES:HR Briefing,Learning
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ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/pimfa-hr-briefing-2025-from-policy-to-practice-hrs-role-in-fca-misconduct-rules/
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