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.

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Compliance Conference 2026 Feedback

Give your feedback on this years compliance conference

Seeing is no longer believing: AI, deepfakes and the new risk questions facing wealth managers

Shared Type: Shared Public
Published: 25 September 2026

Putting your roof on somebody else’s house: The real question about AI in wealth management

Shared Type: Shared Public
Published: 25 September 2026

In an AI-mediated world, trust becomes infrastructure

Shared Type: Shared Public
Published: 25 September 2026

PIMFA Wealthtech AI Sprint Report – September 2026

Shared Type: Shared Public
Published: 22 September 2026

AI Working Group Survey

Please help us to make improvements to our AI working group by completing the survey below.

Choosing Your AI Partner: A Due Diligence Framework for Wealth Management Leaders

Shared Type: Shared
Published: 22 July 2026

PIMFA’s response to FSB Sound Practices for Responsible Adoption of Artificial Intelligence (AI): Consultation report

Paper Type: PIMFA Response Papers
Recipients: Financial Stability Board (FSB)
Month Published: July 22, 2026
Turning Your AI Ambition Into Execution. …
Free
Date & Time: 22nd Oct 2026 (9:00) - 22nd Oct 2026 (18:00)
Location: Publicis Sapient

Beyond the hype: what a real human–AI operating model looks like

Bolting AI onto yesterday's workflow isn't transformation. It's wallpaper. Richard Doherty of Publicis Sapient and Richard Preece of DA Resilience...
25/05/2026

The Wealth and Asset Management Operating Model Can’t Keep Up

Shared Type: Shared Public
Published: 28 April 2026

Talent and Controls – Where AI Initiatives Succeed or Stall

Shared Type: Shared Public
Published: 28 April 2026

Don’t be Complacent About AI Compliance

Shared Type: Shared Public
Published: 28 April 2026

Women’s Symposium 2026 Videos

It’s a wrap on PIMFA’s Women’s Symposium 2026! We were delighted to welcome almost 95 speakers across 50 sessions on the 19th and 20th of May . Below is a selection of videos from the event for registered delegates – available for a limited time only, and only to be used for recapping learnings from the event. We look forward to welcoming our delegates back for 2027, scheduled for 19th and 20th of October 2027.

A selection of the presentation slide shows can be find here

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