Future of Advice
Evolving financial advice models, ensuring accessibility, affordability, and consumer protection in changing markets.
Visit the Future of Advice dedicated microsite on this topicMore about PIMFA
PIMFA’s Response to FCA DP24/3: Pensions: Adapting our requirements for a changing market
The Year That Was To Come: KPMG’s Regulatory Reflections and Predictions
PIMFA response to Advice Guidance Boundary Review – proposed targeted support reforms for Pensions
Under 40 Leadership Committee Report 2024/2025
Read here the PIMFA Under 40 Leadership Committee Report 2024/2025, an exciting initiative that brings together talented individuals from across the PIMFA membership focusing on three timely and business critical questions: Does the industry focus on cost undermine value?; How can firms better target other demographics to improve their long term viability?; How do mergers and acquisitions affect existing and prospective client outcomes?
Our Work
PIMFA response to Individual Savings Account: UK ISA Consultation
PIMFA response to FCA Consultation Paper CP24/6: Regulatory fees and levies: policy proposals for 2024/25
PIMFA response to The regulatory framework for pensions dashboard service firms: further consultation
PIMFA Response to FCA CP23/24: Capital Deduction for Redress
DP23/5 Advice Guidance Boundary Review – proposals for closing the advice gap
A Little More Personalisation Infographic
Download here an infographic on the Key Points from the PIMFA report - A Little More Personalisation, looking at Barriers to Investing and Personalisation Preferences
A Little More Personalisation? (November 2023)
Read here the PIMFA 2023 research report A Little More Personalisation, testing the hypothesis that increased personalisation – specifically through the medium of financial guidance – would impact investors and potential investors positively