15 February 2021

 PIMFA launches second Virtual Fest with Treasury’s John Glen unveiled as a keynote speaker

Following  the huge success of its inaugural event, PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is launching its second Virtual Fest on March 9 and 10.

The two-day virtual event has been designed to support the continued professional development of its members during this period of continued isolation, and PIMFA are delighted to announce the addition of Economic Secretary to HM Treasury John Glen as its first keynote speaker.


Mr. Glen will outline the government’s views on the future of the financial services industry following COVID and the UK’s departure from the European Union. Mr. Glen has been a Conservative MP for Salisbury since the 2010 General Election and has served in both the Department for Digital, Culture, Media and Sport and the Treasury. He was appointed as Economic Secretary to the Treasury and City Minister in 2018.

He will be joined by other expert speakers including:

  • Marguerita Lane, Labour Market Economist, OECD
  • Alexander Smith, Head of Department, Strategic and Cross-Cutting Policy, FCA
  • Martin Andrew, Chief Executive, Close Brothers Asset Management
  • Adrian Keane-Munday, Managing Director, Financial Planning & Group Marketing Director, Brooks Macdonald
  • Simoney Kyriakou, Senior Editor, FTAdviser
  • Jean-Maurice Ladure, Head of Equity Applied Research, EMEA, MSCI
  • Ryan Medlock, Senior Investment Development & Technical Manager, Royal London
  • Peter Moores, CEO Raymond James
  • Charlie Morrison, Sergeant – Cyber Griffin, City of London Police
  • Julie Pardy, Director of Regulation and Market Engagement, Worksmart
  • Sarah Soar, Chief Executive, Hawksmoor Investment Management
  • Adam Stage, Senior Manager, PwC
  • Rocio Concha, Director of Policy and Advocacy, Which?
  • Detective Inspector Steve Jackson, City of London Police

Virtual Fest 2 will be a great opportunity for attendees to gain valuable insights from industry experts on key areas which members have identified as their key short- and long-term focus, including:

  • CEO Panel – What Have we Learnt and How to do we Rebuild Together
  • The Future of Work – What do You Need to Know?
  • What Might 2030 Hold for Financial Advisers?
  • Operational Resilience: Lessons Learnt in 2020 & What’s Next in 2021
  • The Future of Regulation and more…

Delegates will be able to network and earn up to 10 CPD hours at the Virtual Fest supported by PIMFA’s platinum partner LexisNexis® Risk Solutions and partners Royal London, Worksmart, Octo Members and ERI. They will also be given access to a variety of content across webinars, virtual training, videos, PDFs and online resources on demand for two months after the event.  

Liz Field, Chief Executive of PIMFA, commented: “We are delighted that Economic Secretary to the Treasury, John Glen will be joining us as a keynote speaker for our second Virtual Fest, alongside a number of other leading industry figures.

“As an industry, financial services have shown incredible resilience in the face of unprecedented challenges, as we continue to deal with the impact of the COVID-19 pandemic.

“I am looking forward to the Minister talking to members about how Government has responded to this challenge, as well as his perspective on the opportunity to reshape financial services in a way that recognises our unique position as the second largest wealth management and financial advice sector in the world”.

“Such valuable insights will ensure our industry emerges stronger and more resilient, and able to meet the challenge to  create an industry Fit for the Future that ensures Professional Advice for All.”


Notes for Editors

About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the trade association for firms that provide wealth management, investment services and the investment and financial 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, Future of Supervision and the FSCS levyread 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