The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

A Little More Personalisation? (November 2023)

Read here the PIMFA 2023 research report A Little More Personalisation, testing the hypothesis that increased personalisation – specifically through the medium of financial guidance – would impact investors and potential investors positively
Read the PIMFA report now - A Little More Personalisation

You may also be interested in

Future of Advice

Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
The PIMFA Annual Dinner is the perfect opportunity to meet with industry colleagues and create new connections. We are excited to welcome PIMFA Members and friends at the PIMFA Annual…
Date & Time: 02nd Jul 2026 (18:30) - 02nd Jul 2026 (23:00)
Location: Intercontinental Park Lane
The Advice Group is a consultative group. Its role is to consider issues from an adviser and financial planning perspective...