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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20260203T113000
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DTSTAMP:20260417T023147
CREATED:20260115T133321Z
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UID:348483-1770118200-1770121800@www.pimfa.co.uk
SUMMARY:PIMFA Webinar: FOS Business Portal : Ombudsman Connect
DESCRIPTION:The Financial Ombudsman Service are modernising their systems to better serve the financial services sector\, customers and staff\, with the aim of improving the casework processes and customer journey\, whilst making the process seamless for businesses. \nIn support of this\, it has recently launched a business portal-Ombudsman Connect\, which will allow businesses to easily provide case information and gain better insight into complaints to help drive improvements. \nIn partnership with the FOS\, we are hosting a webinar for firms where the FOS’ Transformation Team will share an online demonstration of Ombudsman Connect and provide an opportunity member firms to ask questions and provide input. \n  \n 
URL:https://www.pimfa.co.uk/event/pimfa-webinar-fos-business-portal-ombudsman-connect/
CATEGORIES:Webinars
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LOCATION:https://www.pimfa.co.uk/event/pimfa-webinar-fos-business-portal-ombudsman-connect/
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DTSTART;TZID=Europe/London:20260204T140000
DTEND;TZID=Europe/London:20260204T150000
DTSTAMP:20260417T023147
CREATED:20260107T031246Z
LAST-MODIFIED:20260128T170035Z
UID:347700-1770213600-1770217200@www.pimfa.co.uk
SUMMARY:HR Briefing: Workplace Law 2026: The New Employment Rights Landscape and its Impact on Wealth Managers
DESCRIPTION:2026 is shaping up to be one of the most transformative years for UK workplace law in decades. With the Employment Rights Act 2025 now law and a programme of staged reform beginning in 2026\, employers and HR professionals must navigate a series of changes that will impact hiring\, dismissal\, pay and benefits\, trade union relations\, and workplace culture. \nIn this 60-minute online briefing\, Chris Holme and Shadia El Dardiry translate legal developments into practical business insight\, giving HR leaders the knowledge to protect people\, reduce risk\, and future-proof policies. \nKey discussion points include: \n\nWill 2026 represent a fundamental regulatory reset in employment law? What does the ERA really mean for employer risk\, governance\, and workplace culture?\nHow will day-one rights to sick pay and family leave impact workforce management? What practical steps do you need to take?\nWhat does the new duty to take “all reasonable steps” to prevent harassment require in practice and how can firms really embed culture change?\nChanges to Unfair Dismissal rights and redundancy processes – how to respond to changes impacting consultation processes and fair dismissal
URL:https://www.pimfa.co.uk/event/hrbriefing1-2026/
CATEGORIES:HR Briefing,Learning
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ORGANIZER;CN="PIMFA - Learning":MAILTO:learning@pimfa.co.uk
LOCATION:https://www.pimfa.co.uk/event/hrbriefing1-2026/
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DTSTART;TZID=Europe/London:20260226T090000
DTEND;TZID=Europe/London:20260226T180000
DTSTAMP:20260417T023147
CREATED:20250729T091810Z
LAST-MODIFIED:20260302T135444Z
UID:333464-1772096400-1772128800@www.pimfa.co.uk
SUMMARY:The AI Leaders Incubator Programme 2026
DESCRIPTION:2023 woke us up to AI.\n2024 got us experimenting with AI.\n2025 proved what’s possible.\n2026 is when wealth managers scale AI with discipline\, confidence and measurable ROI.\nAcross wealth management\, boards are united by a singular ambition: to deliver sustainable\, substantially higher performance across every dimension of the business. And that must happen within the boundaries of: \n\nLegal and regulatory expectations\nEthical and responsible deployment\nCredible stewardship for clients and markets\n\nIn this new operating reality\, AI is not a technology choice — it is a strategic imperative. A catalyst to unlock productivity\, elevate client service\, accelerate compliance accuracy\, and build future-proof operating models. \nYet many wealth and advice firms remain stuck in pilot mode: high activity — low impact. \nThat’s why PIMFA and Publicis Sapient have joined forces as partners to create the AI Leaders Incubator Programme\, combining PIMFA’s reach across the UK wealth and advice sector with Publicis Sapient’s real-world transformation and AI delivery expertise. Together\, we’ve co-designed the curriculum\, bringing practitioner insight\, live case studies\, and frameworks drawn from projects already shaping digital transformation in wealth management.” \nWhat can you expect from the AI Leaders Incubator Programme? \nThe AI Leaders Incubator is a focused\, hands-on learning experience delivered across two highly immersive days. You’ll cut through the hype and tackle the core strategic questions facing boards today: Where does AI genuinely move the needle? How do we scale it responsibly? And how do we deliver measurable\, sustainable performance gains within a regulated environment? \nThis is not a conference. \nThere are no panels\, no passive sessions\, no “AI tourism.” \nIt is a strategic design environment where leaders work alongside AI practitioners and transformation experts to: \n\nTurn industry-relevant AI use cases into real prototypes\nBuild credible business cases with measurable ROI and compliance considerations\nDesign governance frameworks that satisfy regulatory expectations\nDevelop the confidence\, capability\, and narrative to lead AI adoption at scale\n\nThrough live experimentation\, design thinking\, guided hacks\, and board-ready business case work\, you’ll graduate with: \n\nA validated AI use-case and working prototype\nA board-ready business case & ROI model\nA practical 30-day implementation roadmap\nThe confidence and competence to champion responsible AI across your firm\n\nThis programme exists to solve the industry’s current friction point: most firms are experimenting with AI — but few are delivering impact at scale. The Incubator gives you the frameworks\, tools\, and executive confidence to change that — turning intent into traction\, and traction into transformational performance. \nWhat challenges will the AI Leaders Incubator support you in overcoming? \n\nTightening Margins? Learn to Automate What Matters. Discover how AI can streamline manual processes\, reduce inefficiency\, and free up capacity for high-value client work — turning cost pressure into productivity gains.\nRising Client Expectations? Redefine Personalisation at Scale. Build and test AI use-cases that deliver smarter insights\, hyper-personalised experiences\, and faster decision-making — giving your firm a competitive edge in client trust and satisfaction.\nRegulatory Complexity? Design with Compliance in Mind. Translate complex FCA expectations into AI-ready frameworks that embed accountability\, explainability\, and governance into every workflow — before the regulator asks.\nOutdated Playbooks? Reimagine How Your Firm Operates. Break free from siloed business models. Collaborate across functions to design AI solutions that connect compliance\, operations\, and client experience into one intelligent ecosystem.\nManual Processes? Make AI Your New Colleague. Move beyond “pilot paralysis.” In this incubator\, you’ll test\, refine\, and deploy AI tools that turn repetitive tasks into automated intelligence — built responsibly\, for real impact.\nChoosing the Right AI Strategy? Build for Your Reality.\nLearn how to align AI ambition with your firm’s size\, data maturity\, and risk appetite — selecting scalable use-cases that deliver measurable\, defensible results.\nProve the Business Case. Gain the tools to track\, quantify\, and communicate AI’s impact — from cost savings to client experience — and translate innovation into tangible returns.\n\nThe AI Leaders Incubator does more than teach AI — it accelerates intelligent transformation. Here’s how: \n\nElite practitioner mentorship – Work shoulder-to-shoulder with AI strategists who have already delivered real solutions — not theory.\nBuild in the arena – Roll up your sleeves in live labs to design\, test\, and refine AI workflows and decision-support tools tailored to wealth and advice.\nReal frameworks\, real outcomes – Adopt proven playbooks to spot high-value use cases\, manage risk and accountability under UK regulation\, and measure commercial ROI from day one.\nA peer group that pushes you further – Join an action-oriented cohort of COOs\, CTOs\, transformation leads\, and compliance heads shaping the next decade of wealth management.\nDemo Day — with purpose – Pitch your prototype or live AI use-case to peers\, partners\, and stakeholders — secure adoption pathways\, budget confidence\, and executive buy-in.\n\nWho’s the AI Leaders Incubator for? \nYou’re a senior leader — not a coder. No background in IT or data science required. You’re the decision-maker in your firm\, shaping digital strategy\, driving innovation\, and making the big calls on investment\, risk\, and transformation. You’re ready to turn data and AI into your next competitive advantage. The AI Leaders Incubator is built for senior executives who want to move beyond experimentation and make AI real — embedding it into operations\, culture\, and strategy to deliver measurable business results. \nEnrolment \nEnrolment is now open for cohort one of the AI Leaders Incubator. Places are limited and are offered on a first-come\, first-served basis. \nStill have questions? \nPlease contact:\nPhilip Allen\, Head of Learning\nlearning@pimfa.co.uk \n 
URL:https://www.pimfa.co.uk/event/the-pimfa-ai-leaders-incubator-programme/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,On Site Training
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