Press Release

Industry heavyweights gather to discuss the future of the UK and the personal investment industry

Monday 30th September 2019

An array of senior figures within the financial services sector will gather at the PIMFA Annual Summit on 16th October to discuss the future of the industry, politics, economy and regulation alongside other key areas such as innovation and leadership – the full agenda is available here.

Now in its nineteenth year, the flagship conference run by the trade association for investment managers and financial advisers, will feature a series of talks, panels, and breakout sessions led by thought-leaders and industry expert speakers such as:

  • Katy Balls, Deputy Political Editor, The Spectator
  • Stephen Bush, Political Editor, New Statesman
  • Debbie Gupta, Director, Life Insurance & Financial Advice, Financial Conduct Authority
  • Matthew Cameron, Managing Director, LGBT Great
  • Hon. Lord David Willetts, President, Resolution Foundation Advisory Council and Intergenerational Centre
  • Rt Hon. Jim Murphy, Managing Director, Arden Strategies
  • Paul Feeney, Chief Executive Officer, Quilter
  • Sarah Gordon, CEO, Impact Investing Institute
  • Maarten Heukshorst, Chief Commercial Officer, BNY Mellon | Pershing
  • Michael Heyworth, Executive Director, Head of Client Delivery, Coutts & Co
  • Gerard Lyons, Chief Economic Strategist, Netwealth
  • Holly Mackay, Founder and CEO, Boring Money
  • Daisy McAndrew, Former Economics Editor & Chief Political Correspondent, ITV
  • Matteo Montecchi, Academic, King’s College London
  • Mark Twigg, Executive Director, Cicero
  • Rebecca Harding, CEO, Coriolis Technologies
  • David Ellis, CEO, Harlequins
  • Chris Packham CBE, Conservationist and TV Presenter

In addition, PIMFA will be announcing its latest strategic partnership with Investor Meet Company. This digital integrated platform provides individual investors and wealth managers, free and direct access to UK Listed companies via live, interactive management presentations around announcements, making them part of the investor roadshow to meet the evolving needs of the industry and their clients.

PIMFA Chief Executive Liz Field, said:
“The PIMFA Annual Summit is an important opportunity for the industry to come together to learn from experts, share knowledge and consider business strategy and innovation as we tackle the challenges and opportunities that arise from the rapidly shifting economic, political and regulatory landscape, and as the technological revolution takes hold.

“We are pleased to welcome back BNY Mellon Pershing, IRESS, Morningstar SEI, BitaRisk, Nice Actimize, SIX and Investor in Customers as our sponsors, without their support we wouldn’t be able to hold events such as this.”

The PIMFA Annual Summit is available to members and non-members to attend – to book your place and for additional information, please visit

Press passes are also available, please contact to register.



About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the leading trade association for firms that provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals and families, to charities and pension funds, all the way to trusts and companies. Associate members provide professional services to the PIMFA community.
  • PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
  • PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association going back for 29 years – read more.
  • Further information can be found at
  • To become a member of PIMFA for access to training, benefits and discounts, please visit or contact us directly at


About Investor Meet Company

  • Investor Meet Company is a digital platform, that can provide Individual Investors and wealth managers, free direct access to UK Listed companies for live interactive management presentations around announcements, making them part of the investor roadshow.
  • Investor Meet Company was created in 2018 in direct response to the challenges faced by Individual Investors and companies wanting to connect. With the corporate focus on major shareholders as highlighted by the regulator and the complexities of reaching Individual Investors we created a digital solution that can address shareholder engagement at scale.
  • Investor Meet Company’s core principle: “All investors should be treated fairly, equally and on a non-discriminatory basis.”
  • The digital platform can directly connect any Individual Investor to any UK listed company, providing them the same opportunity to access to management as Institutional Investors, allowing them to make a more informed investment decision, regardless of the number of shares they own or where they are located.
  • Investor Meet Company offers a free integrated digital solution to wealth managers providing improved functionality to meet the evolving needs of their clients.
  • Further information can be found at



For further information on this release or other press matters please contact:


For further information on this release or other press matters please contact:

Marc Downes 
T: +44 (0) 203 970 5522

Paul Brotherhood
T: +44 (0) 203 970 5545