The Personal Investment Management & Financial Advice Association (PIMFA)

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Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset

Read here an article from PIMFA Journal #31 by Tariq Khan, Business Development Director at Objectway, discussing how, in a world where client expectations are rising and competitive pressure continues to intensify, the back-office is stepping into the spotlight
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Dematerialisation

The use of technology to enhance shareholder engagement, communication, and information access in financial markets.
The Dematerialisation Working Group supports PIMFA members with the proposed and ongoing recommendations of the UK Government digitisation taskforce, focused...

PIMFA Queries Compendium

This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.

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Published: February 2, 2026
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