The Personal Investment Management & Financial Advice Association (PIMFA)

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Future of Advice

Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.

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PIMFA Ongoing Advice Services – Guidance for firms

Shared Type: Shared
Published: October 9, 2025

PIMFA response to Financial Ombudsman Service: Evolving our funding model

Paper Type: PIMFA Response Papers
Recipients: The Financial Ombudsman Service (FOS)
Month Published: October 8, 2025

PIMFA response to FCA CP25/22 Modernising the Redress System

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: October 8, 2025

PIMFA response to Review of the Financial Ombudsman Service

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: October 7, 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

FSCS Consumer Research: Attitudes towards financial advice 2023

Shared Type: Shared Public
Published: September 25, 2025

New City of London Corporation report – The UK: a top destination for financial and professional services investment

Shared Type: Shared Public
Published: September 25, 2025

EY: THE EVOLUTION OF ROBO-ADVISORS AND ADVISER 2.0 MODEL

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Simplified Advice Report – Up the Ladder

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 2025

FCA – Advice Guidance Boundary Review

Shared Type: Shared Public
Published: September 25, 2025

Suitability Guide

Shared Type: Shared
Published: September 25, 2025

PIMFA Response to the Financial Services Strategy Sector: Regulatory Cross-Cutting Reforms (Leeds Reforms)

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: September 9, 2025

FCA’s Strategic Shift: Balancing Risk, Growth, and Financial Crime Prevention

Is the FCA's ⁠five-year plan⁠ really a bold new strategy, or 'more of the same'? In this podcast, ⁠Simon Harrington⁠,...
03/09/2025
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