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.

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PIMFA Journal #32

Shared Type: Shared Public
Published: October 21, 2025

What better data could do for you

Shared Type: Shared Public
Published: October 20, 2025

Start Small. Move Fast. Stay in Control: Tackling Innovation Bottlenecks in Wealth Management

Shared Type: Shared Public
Published: October 17, 2025

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 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
CPD: 3 Location: London excel
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