The Personal Investment Management & Financial Advice Association (PIMFA)

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PIMFA to host third Women’s Symposium, with technology as central theme for this year’s edition

Jessica Rusu, CDIIO at the FCA, to headline the award-winning two-day event, aimed at providing best-in-class content for the wealth management and financial advice sector

17 April, London: Professionals from every level and role across the UK’s wealth management and financial advice industry will gather at Excel Centre, London for the third annual Women’s Symposium hosted by PIMFA – the Personal Investment Management & Financial Advice Association.

The event, running on 19-20 May, is unique in its approach, providing high quality speakers focussing on both personal and professional themes in the industry.

The event curates a suite of professional focussed content aimed at all working professionals in the sector, providing expert opinions on investment trends and topics, the art of client management, and how technology is disrupting the sector. It covers content tailored specifically for women and allies to discuss the lived experiences of women in life and at work, to motivate and inform delegates and firms on successful approaches to clients and employees.

The day will boast over 700+ delegates, 90+ expert speakers and an agenda that spans five core streams – personal development, company culture, investment topics, client management, and technology & disruption – and will feature contributions from a broad range of financial services firms and individuals.

It will also include a keynote address from Jessica Rusu, Chief Data, Information & Intelligence Officer at the Financial Conduct Authority (FCA)

Other key speakers include:

  • Dame Julia Hoggett DBE – Chief Executive Officer at the London Stock Exchange
  • Nicky Morgan – The Rt Hon the Baroness Morgan of Cotes, Former Minister
  • Author & NED – Rachel Lam -Ombudsman Managing Director at the Financial Ombudsman Service (FOS)
  • Hannah Gurga – Director General at the Association of British Insurers (ABI)
  • Sabah Carter – Chief Data, Intelligence & Technology Officer at the Financial Services Compensation Scheme (FSCS)

Liz Field, Chief Executive of PIMFA, said: “This event is by far the biggest conference we have run to date, and the sheer breadth of content available speaks to the variety and diversity of firms, roles, and areas that make up this critical industry. it also incorporates the insights from our Leading Lights report highlighting the importance of trust, culture and technological innovation, but also the critical role financial advice and planning plays in improving long-term financial wellbeing.

“The event aims to provide a forum to share best practice and take real steps toward building a fairer, more inclusive industry, while also providing practical, professional orientated content on a range of themes that will be of practicable use to individuals and our firms in their day-jobs”

According to PIMFA, to help address the talent challenge, support existing female talent and address the upcoming wealth shift, the financial services sector must undergo change, providing clearer steps into investment for and of women. The Women’s Symposium will showcase PIMFA’s commitment to supporting this necessary change.

To view the full agenda and register to attend, visit: PIMFA Women’s Symposium 2026 – PIMFA

 

ENDS

 

Notes to Editors

About PIMFA 

PIMFA (the Personal Investment Management & Financial Advice Association) is the trade association for firms that provide wealth management, investment services, and financial advice and planning 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 wealth management, financial advice and planning, as well as investment and execution services. They assist everyone from individuals and families to charities, pension funds, 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 help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.

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), which has a history as a trade association dating back to 1991.

Further information can be found at pimfa.co.uk

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