Dematerialisation

Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

Read how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.

This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.

Read here the PIMFA Journal #32, featuring nine articles of thought leadership on a current industry topic of interest from PIMFA Associate members, looking at topics such as AI, Innovation, Non-Financial Misconduct, Appointed Representative risk/insurance, Targeted Support, Cyber Threats Facing UK Financial Firms, Insurer & Underwriter Attitudes on IFA Firms Advising on Inheritance Tax (IHT) Products, Going Beyond Index Data and What Better Data Could Do For You

Read here an article from the PIMFA Journal #32 by Nick Thacker, Co-founder at Wealth DCI, discussing how better data management could be truly transformative for those wealth managers willing to get to grips with their data deficiencies

Read here an article from PIMFA Journal #32 by Grayson Greer, Managing Director at First Rate, discussing how wealth managers can stay on the front foot by tackling innovation bottlenecks

Discover our 2023 Under 40 Leadership Committee report addressing accessibility for female clients, inheritance openness, the role of finfluencers, and financial planning trends

Discover here the PIMFA Journal #28 with articles from our members

Discover the November 2023 FCA Call for Input on competition impacts from data asymmetry between Big Tech and financial services. Download the report now

Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset

Read here the updated PIMFA Groups infographic, showing the structure involved

Discover the Wealth Managers Association's Millennial Report 2016, addressing the challenges and opportunities in engaging millennials in pensions and investments

Download here the PIMFA WealthTech/EY publication “New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding”, looking at the changing expectations of clients, broader industry headwinds, the PIMFA WealthTech Tech Sprint outcomes and Conclusions

Download here the PIMFA WealthTech Tech Sprint June 2024 Findings: ESG and Sustainable Finance Reporting, Verification and Disclosure, successfully demonstrating that Fintechs and new technology solutions can help wealth managers and advisers reduce administrative burden, ensure funds are aligned to a client’s ESG and sustainable values and present data to clients that is personalised, easy to understand and instantly available

Download here the PIMFA WealthTech June 2024 factsheet on the Tech Sprint findings covering Sustainable Finance Reporting, Verification and Disclosure