The Personal Investment Management & Financial Advice Association (PIMFA)

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The PIMFA WealthTech & Morningstar Challenge

Registrations are now open. An evaluation session will be held on 22nd April and the winner will be invited to showcase their solution at the Morningstar Investment Conference UK on 7th May 2026

PIMFA Wealthtech Logo                                                                              Morningstar Logo                                                                                             

 
 

This form is currently closed for submissions.

 

 

 

This form is currently closed for submissions.

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Wealthtech

A Platform and digital marketplace created to drive innovation and enhance collaboration between FinTechs and the wealth management and financial advice sector.

More about PIMFA

PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.

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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