The Personal Investment Management & Financial Advice Association (PIMFA)

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Cyber Security

Protecting financial firms’ systems, data, and customers from cyber threats through resilience, risk management, and regulatory compliance.

Visit the Cyber Security dedicated microsite on this topic

The growth of Investment Platforms and how Post Trade services are evolving – Clearstream

Read here an article from PIMFA Journal #30 2024 on the growth of Investment Platforms and how Post Trade services are evolving, by Clearstream

Shared Type: Shared Public
Published: May 20, 2025

Joint Financial Services trade association letter regarding the Home Office ransomware proposals

Paper Type: PIMFA Response Papers
Recipients: Home Office UK
Month Published: May 9, 2025

More about PIMFA

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

BNY – CTS Client Brochure EMEA

Find here the BNY Pershing flyer on Cyber Resiliency, featuring a deep dive into Cyber Threat Simulations which allow participants, ranging from executives to end users, to exercise response plans and actions in a safe environment

Shared Type: Shared
Published: March 24, 2025

Our Work

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

From Compliance to Confidence: Proactive Fraud Detection in Wealth Management

Read here an article from PIMFA Journal #29 by Alexander Blayney, Global Partnerships & Enterprise Sales at Id-pal describing why, in this era of rapid digital transformation, effective protections are essential

Shared Type: Shared Public
Published: December 17, 2024

Impersonation Fraud – Industry Fraud Alert – Dec 2018

Discover the 2018 PIMFA Industry Fraud Alert on Impersonation Fraud. Discover essential controls for financial advisers to enhance fraud prevention measures

Shared Type: Shared
Published: November 1, 2023

PIMFA written evidence to Home Affairs Committee Inquiry into Fraud

Paper Type: PIMFA Response Papers
Recipients: House of Commons: Home Affairs Committee
Month Published: October 20, 2023

MITIGO Cybersecurity | No Room for Complacency in Cybersecurity

When it comes to cybersecurity, "there's no room for complacency" reasons Mitigo's Kerrie Machin in his message for PIMFA member...
25/06/2023

Cyber Attacks Trends and Reporting

Discover the PIMFA Guide on Cyber Attacks Trends and Reporting to enhance your awareness of cyber-crime trends and learn how to report incidents

Shared Type: Shared
Published: April 20, 2023

Cyber Resilience in Extraordinary Times

Discover the PIMFA Guide to Cyber Resilience in Extraordinary Times. Explore security challenges and strategies for navigating lockdown-related risks effectively

Shared Type: Shared
Published: April 20, 2023

Cyber Incident Good Practice Tips

Discover the PIMFA Cyber Incident Good Practice Tips, featuring scenario analysis and expert insights

Shared Type: Shared
Published: April 20, 2023

An introductory guide to email account security

Download here an article from the PIMFA Autumn Journal 2022, An Introductory Guide To Email Account Security, contributed by Mitigo Group and examining how your business email account is the most common entry point for criminals and is at the root of most successful cyber-attacks, then describing how attacks start in order to give an insight into the key things that you need to defend against

Shared Type: Shared Public
Published: January 23, 2023

Beware the Ides of CARF

Download here an article from the PIMFA Winter Journal 2022, Beware The Ides Of CARF (the Crypto-Asset Reporting Framework), contributed by Efficient Frontiers International and examining the effectiveness of the CARF in helping firms understand their tax reporting responsibilities and implement technological solutions to collect the relevant data

Shared Type: Shared Public
Published: January 23, 2023

PIMFA’s response to the Joint Committee on Draft Online Safety Bill

Paper Type: PIMFA Response Papers
Recipients: House of Lords
Month Published: September 24, 2021
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