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 topicFuture of Advice Paper (February 2021)
Discover PIMFA's vision for the future of the advice market. Download our paper to explore strategies that enhance financial well-being for advisers and consumers
Insistent Clients is a good practice guide
Discover the PIMFA Insistent Clients guide, featuring definitions, policy suggestions, and practical steps for effectively managing Insistent Clients in your practice
MiFID II – Advice and Independence
Discover the PIMFA MiFID II Investment Advice and Independence pages. Download now to explore changes to definitions in PS17/14 and enhance your understanding
PIMFA’s response to FCA; CP22-12: Improving Equity Secondary Markets
PIMFA’s response to FCA; CP22/14: Broadening retail access to the long-term asset fund
PIMFA Guide Disclosures Under the IFPR
Explore the PIMFA Guide Disclosures under the IFPR. Gain clarity on compliance standards and enhance your understanding of financial regulations
PIMFA response to consumer redress scheme for unsuitable advice to transfer out of the British Steel Pension Scheme
PIMFA’s response to FCA Quarterly Consultation No 35 – CP 22/4
PIMFA’s response to the FCA Compensation Framework Review
PIMFA’s response to FCA’s Call for Evidence on Improving the Appointed Representatives Regime
PIMFA response to A New Consumer Duty – Feedback to CP21/3 and further consultation
PIMFA’s response to FCA Consultation CP 21/28: New cancellation and variation power; Changes to the Handbook and Enforcement Guide
PIMFA’s Response to HM Treasury Consultation on the Wholesale Markets Review
PIMFA’s response to the joint FCA, PRA and the Bank of England; DP 21/2 Diversity and Inclusion in the Financial Sector – Working Together to Drive Change
