Webinars On Demand
View previously-recorded PIMFA Webinars.
HR Briefing: Workplace Law 2026: The New Employment Rights Landscape and its Impact on Wealth Managers
2026 will bring significant reforms thanks to the Employment Rights Act (ERA) introduced at the end of December 2025. With the level of change, we have concluded that the Government…
Published: February 12, 2026
Tackling Non Financial Misconduct and the FCA’s new Rules and Guidance- January 2026
The FCA has now finalised its guidance on non-financial misconduct in Policy Statement PS25/23. With eight months to implementation, this webinar supports PIMFA member firms in strengthening their systems, training,…
Published: February 2, 2026
UK Cyber Attacks Lessons Learned in 2025 & What’s Coming Next in 2026
Learn how complacency in cyber risk management can expose firms to severe threats and reputational damage, and discover strategies to stay resilient and secure.
Published: January 28, 2026
AI How Not to Get Left Behind 2026
By early 2026, AI has moved far beyond experimentation. It is now actively reshaping how wealth firms operate, make decisions, serve clients, and manage risk. Some firms are already realising…
Published: January 28, 2026
ROI from AI – Turning Investment into Measurable Impact
A fast, no-fluff briefing showing wealth firms how to turn AI ambition into measurable financial value - from productivity uplift to margin expansion and real-world ROI.
Published: December 18, 2025
SDR One Year On – What’s Changed and What’s Next?
One year after the FCA's anti-greenwashing rule came into effect on May 31st 2024, the FCA announced on April 30th 2025, that it was dropping SDR plans for portfolio managers.…
Published: July 17, 2025
Why M&A goes wrong
In this FREE 60-minute webinar, our panel remove the veil and offers a deep dive look into the regulatory hurdles, post-merger complexities and common due diligence failings that threaten to…
Published: July 9, 2025
Embracing Neurodiversity in Wealth Management and Financial Advice
Embracing Neurodiversity in Wealth Management and Financial Advice
Published: June 10, 2025
How FCA reviews and regulations will shape M&A in 2025
Watch our webinar with Square4 consulting on how FCA reviews and regulations will shape M&A in 2025
Published: May 14, 2025
M&A in Wealth: Trends and Predictions in 2025
With yet another eventful year for M&A now behind us, what does 2025 hold for M&A activity in wealth and personal finance?
Published: March 6, 2025
The Duty to Prevent Sexual Harassment
In this FREE 60-minute webinar, employment law experts from DAC Beachcroft LLP will explore what the newly established legal obligation is, means in practice and what steps should be taken to avoid…
Published: February 25, 2025
CASS Skilled Person Review How to Respond Tackle and Avoid Action
The FCA’s Section 166, “Skilled Person Review,” is one of the regulator’s go-to tools they’re not afraid to use, when assessing your firm’s compliance with the CASS rules. No need…
Published: February 21, 2025
CASS The calm before the s166 storm
Before the FCA initiates a Section 166 review of your firm’s approach to CASS, the regulator typically takes several preliminary steps to assess your firm’s compliance and risk profile. Yet…
Published: January 14, 2025
What Senior Managers need to know
FCA fines against firms and individuals totalling £87 million so far in 2024 indicate a serious knowledge gap among senior managers in financial services firms. They are often unprepared and…
Published: November 26, 2024
Two years of IFPR – Observations, Takeaways and Actions!
The FCA still believe that firms subject to IFPR, can and must improve the implementation of the internal capital adequacy and risk assessment (ICARA) process and reporting requirements under IFPR.…
Published: October 9, 2024
Avoiding a Culture of Complacency
Culture lies at the heart of strengthening your approach to Consumer Duty, Financial Crime, DEI and Vulnerable customers. Yet, despite the frequent reminders from the FCA, wealth management firms still…
Published: June 24, 2024