The Personal Investment Management & Financial Advice Association (PIMFA)

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Digitisation

The use of technology to enhance shareholder engagement, communication, and information access in financial markets.

Visit the Digitisation dedicated microsite on this topic

PIMFA Under 40 Leadership Committee Report 2023 (December 2023)

Shared Type: Shared Public
Published: September 25, 2025

Journal #28

Shared Type: Shared Public
Published: September 25, 2025

FCA’s Call for Input – Potential competition impacts from the data asymmetry between Big Tech firms and firms in financial services

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 2025

WMA Millennial Report 2016

Shared Type: Shared Public
Published: September 25, 2025

PIMFA WealthTech – Tech Sprint findings: ESG and sustainable finance reporting, verification and disclosure

Shared Type: Shared Public
Published: September 25, 2025

New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding – An EY & PIMFA WealthTech report

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Wealthtech Tech Sprint Findings

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

What Better Data could do for you

Shared Type: Shared Public
Published: July 17, 2025

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

Shared Type: Shared Public
Published: July 17, 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 – £750.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 3 Location: London excel

CMS: Future Financial Lives Thought Leadership Report

Shared Type: Shared Public
Published: January 12, 2024
The Digitisation Working Group supports PIMFA members with the proposed and ongoing recommendations of the UK Government digitisation taskforce, focused...

PIMFA response to HMT Digitisation Taskforce Interim Report

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: September 25, 2023
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