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DTSTART;TZID=Europe/London:20260923T093000
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DTSTAMP:20260620T070949
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UID:353105-1790155800-1796214600@www.pimfa.co.uk
SUMMARY:The PIMFA Customer Vulnerability Learning Programme 2026
DESCRIPTION:Six live online sessions.\nFive lived-experience spotlights.\nOne sector standard.\nIn March 2025\, the FCA published its review of Customers in Vulnerable Circumstances. In April 2025\, PIMFA published its own ‘Understanding Customer Vulnerability’ Guide.   \n The Customer Vulnerability Learning Programme (CVLP) is the only training in the sector that integrates both.\nBuilt specifically for wealth managers\, private banks and advice firms\, the programme takes teams beyond awareness and into evidenced capability — helping firms meet FCA expectations\, strengthen Consumer Duty outcomes and build more consistent support for customers in vulnerable circumstances. \nThis is ideal for firms that need to build consistent capability across Compliance\, Consumer Duty\, Vulnerability\, Client Services\, Operations\, Risk and frontline teams. \nBuilt on FCA expectations. Proven with PIMFA members.\nCohort 1 launched last year and brought together 27 senior practitioners from leading wealth managers\, private banks and advice firms. Participants rated the programme 4.78/5 overall and 4.89/5 for relevance to their role. \nHere is what they told us: \n“The combination of lived experience from consumers and expert knowledge of the course tutors really added value across a challenging programme in a short space of time. Definitely worth the cost.” Head of Compliance\, Wealth Management firm.  \n“I would encourage anyone working with or involved in vulnerable client reviews to attend this course. Very knowledgeable and personable presenters\, good engagement from all participants\, and the lived experiences were really useful in understanding specific vulnerabilities from the client’s perspective — not just a business process. Absolutely recommend.” Consumer Duty Manager\, Private bank.  \n“As someone already passionate about vulnerable client characteristics\, this helped solidify the work already done\, what more is needed\, and gave affirmation that the journey I am leading our firm on as SME is the right one — and for the right reasons.” Vulnerability Lead\, Advice firm.  \nWhy does this matter now?\nThe regulator has made clear that firms must do more than identify vulnerable customers. They must be able to show how they are supporting them\, monitoring outcomes and improving practice. \nAs Alison Walters\, FCA Director of Consumer Finance\, has warned\, the FCA will use “the pointy end of our toolkit” where firms fall short. \nBand-aid solutions won’t cut it.  \nIdentification. Outcomes monitoring. MI. Staff capability. Product and service design. These are no longer isolated workstreams. They are part of the evidence-based firms that need to demonstrate that vulnerable customers are receiving the support they are entitled to. \nA unique learning programme for the wealth management sector\nLed by the award-winning vulnerability training team at The Money Advice Trust\, the programme is a full-on\, immersive\, root-and-branch training experience. It gives your firm the know-how to transform its processes\, systems\, and people\, and deliver better outcomes for customers in vulnerable circumstances. \nThe Programme will help your firm to: \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 \nAnticipate\, evaluate\, and proactively respond to FCA expectations \nEmbed a customer-centric culture into how the firm operates day-to-day\n\nWho should attend?\nThis programme is designed for professionals working across: \nCompliance\, Consumer Duty\, Vulnerability\, Risk\, Operations\, Client services\, Advice and financial planning\, Training and competence\, Product and proposition\, Complaints and customer outcomes. It is particularly relevant for firms looking to move beyond policy statements and into practical\, firm-wide delivery. \nNext steps\nDownload the brochure to see how the programme can support your firm-wide vulnerability strategy. \n  \nFor this cohort\, firms can book one place and bring a colleague at no additional cost.\nUse code CXQ8HTTW at checkout to secure two places for the price of one.\nPIMFA Members should ensure they are logged in to access member pricing.
URL:https://www.pimfa.co.uk/event/the-pimfa-customer-vulnerability-learning-programme-2026/
CATEGORIES:Learning,Programmes
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DTSTART;TZID=Europe/London:20261008T083000
DTEND;TZID=Europe/London:20261008T133000
DTSTAMP:20260620T070949
CREATED:20260609T080115Z
LAST-MODIFIED:20260609T135909Z
UID:360874-1791448200-1791466200@www.pimfa.co.uk
SUMMARY:PIMFA's AI Use Case Summit 2026
DESCRIPTION:This half-day summit brings together senior leaders from across wealth management\, private-client investment management and financial planning to examine where AI is delivering measurable value\, where firms remain stuck in experimentation\, and what it takes to scale adoption with governance\, evidence and control. \nThe question is no longer: what is AI?\nThe question now is: where does it genuinely create value and can you prove it? \nConvened by PIMFA and hosted by the lead sponsor of the PIMFA’s AI programme\, Publicis Sapient\, this half-day summit moves beyond theory\, hype and product demonstrations. The focus is practical industry learning\, peer comparison and implementation insight. \nYou will hear from firms\, practitioners\, subject-matter experts and sector partners on: \n• the AI use cases gaining real traction across the value chain\n• where AI is delivering productivity\, better decisions\, stronger controls and improved client outcomes\n• the governance questions boards are now asking\n• the commercial reality of moving from experimentation to measurable return\n• what credible AI adoption looks like in a regulated wealth management environment \nThis is not another AI awareness session. It is a senior\, practical conversation about value\, risk\, accountability and scale. \nThe summit is designed to help firms answer three critical questions. \n1. ROI – What measurable return are we generating from AI investment against the cost of capital and other uses of resource? Who is accountable for demonstrating that value?\n2. Transformation – How is AI reshaping our operating model\, workforce and client proposition? Are we building a stronger firm or automating inefficiency at the margins?\n3. Governance\, Risk & Compliance – Can we show regulators\, clients and our board that AI use is controlled\, explainable and aligned with our obligations at scale? \nWhy attend \nLeave with clarity\, not another demo. This summit is built for senior leaders who need practical answers\, not abstract commentary. You will leave with: \n1. A clearer view of where AI value is real – Hear honest peer insight on which use cases are gaining traction across the front\, middle and back office and which remain overhyped.\n2. A benchmark against the market – Live polling will show where your firm sits against others in the room\, from early exploration and isolated pilots through to embedded workflows\, ROI measurement and scaling across functions.\n3. Practical lessons on what good looks like – Curated case spotlights will follow a disciplined format: the business problem\, the intervention\, the measurable value created\, and the control considerations.\n4. A view of what to prioritise next – Understand what firms should focus on over the next 6–12 months\, and what credible AI adoption now looks like in UK wealth management. \nWho should attend \nThis summit is designed for senior leaders across UK wealth management\, private-client investment management and financial planning who have direct responsibility for AI strategy\, operational transformation\, technology\, governance\, risk\, compliance or client outcomes. \nRelevant roles include: Chief Executive Officers\, Chief Operating Officers\, Chief Technology Officers\, Chief Risk Officers\, Chief Compliance Officers\, Chief Data Officers\, Heads of Transformation\, Heads of Advice\, Heads of Operations\, Heads of Digital\, AI\, data and innovation leads\, Senior managers responsible for governance\, assurance and implementation. \nYou should attend if your firm is asking how to move beyond experimentation and prove that AI deployment is controlled\, evidenced and delivering measurable value. If that is the conversation happening in your boardroom\, this summit is built for you. \nPlease note: Places are limited and designed for senior decision-makers of FCA-regulated firms. PIMFA reserves the right to decline registrations that are not aligned with the event’s seniority and focus. \n  \n 
URL:https://www.pimfa.co.uk/event/pimfas-ai-use-case-summit-2026/
LOCATION:Publicis Sapient\, 63 Turnmill Street\, London\, EC1M 5NP\, United Kingdom
CATEGORIES:Learning,Summit
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