PIMFA Research & White Papers – PIMFA – Building Personal Financial Futures

Research Papers

The following papers are available for download, please note that some of these reports are only free for members.

The Financial Adviser Market: In Numbers Report 2021-2022 (FAMIN)

This is the ninth edition of our The Financial Adviser Market In Numbers report. PIMFA is once again happy to once again report that the…

FCA Supervision: Fit for Purpose?

Just as the profession evolves, so too should regulation and the supervision of regulation that wraps around it. We now have an opportunity to revisit…

Current Fraud Trends - How to Protect Your Firm and Your Customers

Fraud if a form of "criminal deception". Fraud has become one of the most frequent risks a financial institution has to deal with. The Covid…

Wealth and asset management 4.0 How digital, social, and economic shifts will transform the industry Preliminary key findings, September 8, 2021

PIMFA Future of Advice Paper 2021

In this paper we set out our vision for a future advice market that works well for advisers and consumers alike, that promotes overall financial…

A Rising Tide Lifts All Boats 2 - A roadmap towards better consumer outcomes and lower levies

This is the second of a number of papers we plan to publish on the the Financial Services Compensation Scheme (FSCS). In our previous paper…

A Rising Tide Lifts All Boats 1 - Member insights on FSCS and PII costs

As a major commitment in our Members Manifesto, and from our ongoing dialogue with you our members, the future of UK supervision, ensuring robust and…

PIMFA Members Manifesto

The PIMFA Members Manifesto outlines our vision and mission and also lays out our 6 key pillars for all the work we do, with PIMFA…

PIMFA Under 40 Forum Survey 2019

This report created by PIMFA and the upcoming talent from with our member firms looks at the 'Future focus' and building saving and investment policies…

PIMFA Risk Survey 2019

This report is based on the findings from our 2018/2019 survey regarding the top business risks as identified by risk professionals within the PIMFA membership.

CEO Sentiment Survey 2019

This report outlines CEO's key area of focus and concern for the current and upcoming year.