The Personal Investment Management & Financial Advice Association (PIMFA)

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Royal London: Beyond Customer Outcomes

PIMFA & the Consumer Duty – Our Work on Behalf of Membership

HM Treasury Policy paper: Sustainability Disclosure Requirements: Implementation Update 2024

PIMFA Journal Edition #31

House of Lords Financial Services Regulation Committee (FSRC) Letter

PIMFA’s Successes 2023/24

PIMFA’s Under 40 Committee – Infographic 2024

PIMFA Groups Infographic

But it’s a complex password!

Breaking through the barriers of portfolio efficiency

Challenges and Prospects for Fund Labelling- Insights on FCA Regulations and Sustainability Standards

Consumer Duty – increasing incomes by improving outcomes.

Wealth management is gearing up for its iPhone moment

Do celebrities have a legitimate role in improving financial literacy?

Consumer Duty – One Year In, What Lies Ahead.

FCA – Advice Guidance Boundary Review

Adviser Sustainability Group Terms of Reference

Strengthening DEI

Navigating the promise and perils of GenAI in Wealth Management

Manufacturers, distributors and co-manufacturers under the Consumer Duty

Suitability Guide

Read PIMFA’s Suitability Guide
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Future of Advice

Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Join us for the launch of the Guidance on Non-Financial Misconduct for firms …
Free
Date & Time: 23rd Jun 2026 (15:30) - 23rd Jun 2026 (18:00)
Location: Clyde & Co
The Advice Group is a consultative group. Its role is to consider issues from an adviser and financial planning perspective...