Podcasts

UK wealth management M&A remains highly active, but the bar is rising. In this episode, we look back at H1 2026 with Howden, Farrer & Co. and Grant Thornton to explore what buyers now value most, where deals are getting harder, and why the market is becoming more selective. Capital is still there. Buyers are still buying. They’re just getting pickier.

For years, transaction reporting through an ARM has been the default. But it doesn’t have to be. Firms have always had the ability to report directly and in 2026, the economics, technology and regulatory pressure are starting to make that option much harder to ignore. In this episode of the PIMFA Podcast, Philip Allen speaks to Iyad Maswadi, Co-Founder of ControlNow, about why direct reporting...

Bolting AI onto yesterday's workflow isn't transformation. It's wallpaper. Richard Doherty of Publicis Sapient and Richard Preece of DA Resilience join PIMFA’s Philip Allen to argue the real question isn't adopting AI, it's redesigning who does what when humans and machines share the outcome. Their lens is simple. Repeatable and data-heavy? AI leads. High-risk and trust-critical? Human leads. Everything else is human-in-the-loop. But accountability still...

The FCA is shining a brighter light on governance gaps, weak due diligence and fragile financial structures. This conversation explores how firms can avoid value destruction, accelerate integration and prepare for deeper regulatory scrutiny.

A deep dive into where the FCA is drawing the line on behaviour and what firms must recognise as non-financial misconduct before the new rules land.

In this episode, PIMFA’s Philip Allen and Sunil Samani, Associate Director at LAVA Advisory Partners, unpack how the FCA’s new advisory reforms could reshape the M&A landscape across wealth and asset management. With reform set to expand consumer access to advice, Sunil outlines how demand for scalable, tech-enabled, and compliant advisory models is likely to surge — changing what buyers value and how sellers should...

In this episode of PIMFA’s podcast, host ⁠Alexandra Roberts⁠, Head of Regulatory Policy and Compliance at PIMFA, is joined by ⁠Helen Murphy⁠ and ⁠Daisy Fitches⁠ of ⁠Avyse Partners⁠. They delve into the complexities of transaction monitoring within the wealth management sector—a topic of increasing regulatory focus.

Is the FCA's ⁠five-year plan⁠ really a bold new strategy, or 'more of the same'? In this podcast, ⁠Simon Harrington⁠, Head of Public Affairs at PIMFA and ⁠Andrew Strange⁠, Director of Financial Services and Regulatory Insights at PwC, reflect on what the FCA's recently published five-year plan means for PIMFA member firms.

In this PIMFA podcast episode, host David Ostojitsch interviews Peter Tyler, Director of Personal Banking at Trade Body UK Finance, and David Collington, Senior Manager at KPMG’s Regulatory Insight Centre. Together, they discuss the implications of the Chancellor's recent Mansion House speech and subsequent reforms on the financial services sector.

What does effective Transaction Reporting really look like and where are firms still getting it wrong?

In this episode, host Philip Allen sits down with Daren Allen, a partner in the Dispute Resolution and Litigation team at law firm Shoosmiths, to discuss the latest trends in financial crime and enforcement actions taken by the FCA in 2024, offering insights for PIMFA member firms on what to expect in 2025.

In this episode, PIMFA's Philip Allen is joined by financial crime consultants Holly Avent and Poppy Penson from Avyse Partners to unpack the critical insights shared at PIMFA's 2025 financial crime conference.