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X-WR-CALDESC:Events for PIMFA - Building Personal Financial Futures
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DTSTART;TZID=Europe/London:20260923T093000
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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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LOCATION:
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DTSTART;TZID=Europe/London:20261111T081500
DTEND;TZID=Europe/London:20261111T183000
DTSTAMP:20260805T091419Z
CREATED:20260713T134705Z
LAST-MODIFIED:20260805T091419Z
UID:363412-1794384900-1794421800@www.pimfa.co.uk
SUMMARY:Pensions and Retirement Planning Conference 2026
DESCRIPTION:Over the past two decades\, the UK pensions landscape has undergone one of the most significant periods of reform in its history. Faced with an ageing population\, increasing life expectancy\, evolving patterns of work\, and growing pressure on public finances\, governments of all political persuasions have reshaped the way we save for and experience retirement. From automatic enrolment and the introduction of the new State Pension to pension freedoms and ongoing reforms aimed at improving outcomes\, the retirement journey has become more flexible—but also more complex. \nWith pension wealth now representing one of the largest stores of household wealth in the UK\, the decisions made today will have profound implications for individuals\, employers\, advisers\, and policymakers alike. This conference will explore the forces driving change and consider the opportunities and challenges that lie ahead. \nJoin us on November 11th to hear from leading experts on: \n\nHow the retirement market is going to drive the advice industry for the next 20 years\nClosing the advice gap – discussion on targeted support and simplified advice and the use of AI\nCreating flexible retirement strategies in uncertain market conditions\nChanging demographics and the need to adapt\nHow much does policy affect the delivery of client facing financial advice?
URL:https://www.pimfa.co.uk/event/pensions-and-retirement-planning-conference-2026/
LOCATION:Eversheds Sutherland\, 1 Wood Street\, London\, EC2V 7WS\, United Kingdom
CATEGORIES:Conference,PIMFA Events
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DTSTART;TZID=Europe/London:20261118T180000
DTEND;TZID=Europe/London:20261118T200000
DTSTAMP:20260724T090136Z
CREATED:20260715T080325Z
LAST-MODIFIED:20260724T090136Z
UID:363856-1795024800-1795032000@www.pimfa.co.uk
SUMMARY:UK Wealth Management M&A Networking Event: Insights\, Connections & Conversations Nov 2026
DESCRIPTION:Join us at Grant Thornton for an informal networking evening bringing together buyers\, sellers\, investors\, advisers and senior leaders from across the UK wealth management market. \nUK wealth management M&A continues to attract strong interest from consolidators\, private equity\, banks\, platforms and international buyers. But the market is becoming more selective. \nBuyers are looking beyond assets under management to understand the quality of advice\, strength of client relationships\, adviser dependency\, culture\, management capability\, regulatory history and the ability to integrate successfully. \nThis is an opportunity to make new connections\, exchange perspectives and discuss the trends shaping the next phase of consolidation\, including succession\, valuation\, integration\, adviser retention and sustainable growth. \nSpaces are limited\, so early registration is recommended.
URL:https://www.pimfa.co.uk/event/uk-wealth-management-ma-networking-event-insights-connections-conversations-nov-2026/
LOCATION:Grant Thornton UK LLP\, 8 Finsbury Circus\, London\, EC2M 7EA\, United Kingdom
CATEGORIES:Learning
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DTSTART;TZID=Europe/London:20261125T120000
DTEND;TZID=Europe/London:20261125T190000
DTSTAMP:20260713T114745Z
CREATED:20251215T105337Z
LAST-MODIFIED:20260713T114745Z
UID:346856-1795608000-1795633200@www.pimfa.co.uk
SUMMARY:Senior Leadership Summit 2026
DESCRIPTION:The event is open to senior member firm colleagues and strictly by invitation only. The aim is to provide a forum where relevant content will be presented and an opportunity for you to network with your peers will be provided. \nThe event is open to Wealth Management firms CEOs and nominated guests only. \nIf you have any interest in sponsoring or have any questions about this event please email events@pimfa.co.uk
URL:https://www.pimfa.co.uk/event/senior-leadership-summit-2026/
LOCATION:IET London\, 2 Savoy Place\, London\, WC2R 0BL\, United Kingdom
CATEGORIES:PIMFA Events,Summit
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