PIMFA Blog – Search and Filter

Artificial Intelligence (AI) is set to have major impact on the investment landscape.

The UK’s transition to T+1 settlement is a significant undertaking which aims to benefit investors, financial markets and the economy.

The recent Financial Conduct Authority (FCA) consultation on implementing the Sustainability Disclosure Requirement (SDR) rules for Portfolio Management has shown that the devil is not only in the detail, but…

The PIMFA report – ‘A Little More Personalisation’ shows that a significant majority of non-investors said they probably, or definitely, would not start investing within the next 12 months.

This blog looks to dive deeper into the results of two survey reports based on our membership’s ESG sentiment published in early 2023 by PIMFA and Alpha FMC, particularly as…

The Online Safety Act has had a difficult gestation but the establishment of a ‘Duty of Care’ on social media websites and search engines in the UK is a hugely…

Artificial Intelligence (AI) appears to be the next ‘giant leap’ in this process, with the Government announcing that it wants to see the UK recognised as an AI superpower and…

The UK’s decision to leave the European Union was monumental and we are still coming to terms with the impact of it.

Following the publication of the Government's Green Finance strategy it is clear that, in order to adapt and sustain the next stage of economic and industrial progression, we will have…

There are many ways in which our industry, speaking with one unified voice, has achieved reform, changes to legislation and regulation, promote our sector as a great place to work,…

The term 'vulnerable customer' is peppered throughout the FCA's Consumer Duty policy statement and finalised guidance. This is no surprise as the FCA have been focusing on vulnerable customers for…

Whilst the PRIIPs road was paved with good intentions, PIMFA has been critical of it since it came into effect and has welcomed the decision by the Government to replace the regime,…

PIMFA Blog: PIMFA welcomes the Edinburgh Reforms but sounds a note of caution. With 30-odd initiatives in the Reforms, the list of areas targeted is extensive, and there are a…

There are some 15.6mn UK adults with investible assets of £10,000 or more who are not investing. Whilst one of the major drivers of this disconnect is the cost of…

The Financial Services and Markets Bill is currently making its way through Parliament and when, as seems likely, it becomes law, it represents a significant once-in-a-generation opportunity for our industry,…

Underrepresentation within financial services organisations regarding gender, generation, ethnicity, sexuality and disability, as well as people with a broader range of skills, experiences and industry backgrounds, can not only deter…

A recent report from Accenture, in conjunction with PIMFA, highlights the growing opportunities for wealth managers throughout mainland Europe, the UK and Switzerland but also addresses the challenges to come…

As a follow-up to our inaugural Diversity & Inclusion Awards last year, PIMFA, in conjunction with Cicero/AMO, created two reports to support firms in improving diversity and inclusion across the…

We broadly welcome the expanded final guidance and are pleased with the clarity provided on what firms ‘must’, ‘should’ and ‘could’ do to meet the rules, though we note that…

A new research report, delivered by the PIMFA Under 40 Forum after a two-year, Covid-induced absence, finds was how strongly financial education – or rather the lack of it –…

With the release of their second consultation, the FCA is pushing ahead with its new Consumer Duty, describing it as a 'reset' and a 'fundamental shift in industry mindset'. Firms…