The Personal Investment Management & Financial Advice Association (PIMFA)

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Artificial Intelligence

Technology using algorithms and data to enhance decision-making, improve efficiency, and manage risks.

Visit the Artificial Intelligence dedicated microsite on this topic
Join PIMFA on 3 December for a post-Budget webinar exploring what the Chancellor’s announcements mean for our sector. Gain practical insights into key fiscal measures, their impact on firms and…
Free
Date & Time: 03rd Dec 2025 (11:00) - 03rd Dec 2025 (12:00)
Location: Virtual

PIMFA Journal #32

Shared Type: Shared Public
Published: October 21, 2025

The AI Advantage: How to Revolutionise Business Growth with Reverification

Shared Type: Shared Public
Published: October 17, 2025

Journal #28

Shared Type: Shared Public
Published: September 25, 2025

An AI for an AI- Artificial Intelligence as a sword and a shield in the battle against fraud

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 2025

Navigating the promise and perils of GenAI in Wealth Management

Shared Type: Shared Public
Published: September 25, 2025
In this practical and insightful session delivered by the co-founder of the Non-Executive Directors’ Association (‘NEDA’), we demystify the responsibilities, liabilities, and rewards of becoming a NED and provide a…
£300.00 – £400.00
Date & Time: 15th Jan 2026 (9:30) - 15th Jan 2026 (12:30)
CPD: 3 Location: Virtual
Turning Your AI Ambition Into Execution. …
£1,250.00 – £1,500.00
Date & Time: 26th Feb 2026 (9:00) - 27th Feb 2026 (12:00)
CPD: 12 Location: Hybrid

PIMFA Response to FCA AI Live Testing Engagement Paper

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: June 13, 2025
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 12 Location: London excel

The potential for AI in UK wealth management – Avaloq

Shared Type: Shared Public
Published: May 20, 2025

Our Work

Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.

Unlocking the Power of AI in Wealth Management: Opportunities and Challenges

Shared Type: Shared Public
Published: December 17, 2024
The PIMFA Artificial Intelligence Working Group was set up to bring firms together to explore Artificial Intelligence and its many...
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