30 September 2021

PIMFA delighted to announce shortlist for inaugural Diversity & Inclusion Awards

PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to announce the shortlist for it’s inaugural Diversity & Inclusion Awards (see below)

Launched earlier this year and opening to entries in May, PIMFA’s industry awards received close to 100 entries and come at a time when the Financial Conduct Authority (FCA) has made clear diversity and inclusion within financial services is a key area of focus and could even become a regulatory matter in the future.

The winners will be decided in the first week of October by a group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with. This includes Richard Wilson, Chief Executive of Interactive Investor; Peter Moores, Chief Executive of Raymond James; Andrew Croft, Chief Executive of St. James’s Place Wealth Management; Jennifer Mathias, Chief Finance Officer at Rathbones; Theresa Heaton, Head of Change at Brown Shipley; Matt Cameron, Global Managing Director at LGBT Great and Bev Shah, Chief Executive & Founder at City Hive.

Individuals and firms shortlisted in each category for the Awards are:

Best Approach to Wellbeing Award:

  • 7IM
  • Coutts
  • EQ
  • Redmayne Bentley LLP
  • Sesame Bankhall Group
  • Seccl
  • St. James’s Place
  • The Openwork Partnership

Inclusive Talent Management Award (Small, Medium and Large Firms):

  • ammonite
  • Coriolis Technologies
  • Financial Services Compensation Scheme
  • Rothschild & Co Wealth Management
  • St. James’s Place
  • West Riding Personal Finance Solutions Ltd

Best D&I Initiative Award:

  • Coutts
  • LGT Vestra
  • Financial Services Compensation Scheme
  • Raymond James
  • Rothschild & Co Wealth Management
  • Women in Banking & Finance UK

Rising Talent Award:

  • Hamish Dudgeon, 7IM
  • Elena Koycheva, BlueBay Asset Management
  • Amy Kirby, Rathbones
  • Emma Renals, Rathbones
  • Kel Nwanuforo, Superbia Group – Asset Intelligence

The Overall D&I Champion Award:

  • Richard Charnock – abrdn
  • Jackie Boylan – Fidelity International
  • Rebecca Owers – HSBC UK
  • Barbara-Ann King – Investec
  • Fabio Peyer – Morningstar
  • Nicola Vincenti – Rathbones
  • Michele Golunska – Sesame Bankhall Group
  • Emma Palethorpe – St. James’s Place

The Awards, sponsored by Royal London, Fidelity International, Worksmart, Morningstar, Raymond James, interactive investor, Rosie Reynolds Marketing, Sesame Bankhall Group, Howden Insurance Brokers, IFA Magazine and Citywire will be held on 20 October at the offices of Fidelity International and virtually.

Liz Field, Chief Executive of PIMFA, commented: “I’m absolutely delighted both by the quality and the number of entries we have had to our first Diversity & Inclusion Awards and wish to congratulate all those firms that have been shortlisted and thank all those that submitted an entry this year.

“That so many firms and individuals have taken the time to demonstrate the work they are doing to improve Diversity & Inclusion across our industry is proof that this is an issue that is being taken seriously by all of us, large and small. There are some truly great D&I initiatives out there, so it was not easy for our judges to select those organisations and people for each shortlist.

“It has been really heartening to see so much effort going into making our industry as diverse and inclusive as it can be and we should shout about it.  PIMFA’s Diversity & Inclusion Awards will aim to continue to celebrate those people, and those organisations, that are working hard to ensure our industry better represents the wider society it aims to serve, and we will share the approaches so that we can all learn a little and adapt for our own organisations.  We are all on a journey and there is no one approach as our award entries show but as an industry, we are making great strides to equip ourselves for a diverse and inclusive future.”


About PIMFA – the Personal Investment Management & Financial Advice Association

  • Those that would like to attend the virtual awards ceremony can register for a free place here.
  • Find out more about PIMFA’s other D&I work here
  • PIMFA is the trade association for firms that provide investment management, investment services and advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
  • 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 has made numerous recommendations to the FCA regarding the Future of Advice, the Future of Supervision, & the FSCS levy – read more.
  • 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 since 1991 – read more.
  • Further information can be found at pimfa.co.uk


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

Matthew West, PIMFA PR Manager – MatthewW@pimfa.co.uk, +44 (0)20 7382 0376 / +44 (0) 7843 903258

Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk, +44 (0)20 7011 9869 / +44 (0)7979 493225