The Personal Investment Management & Financial Advice Association (PIMFA)

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Investment

The act of buying something such as a share in a company or other financial instrument with the hope of it increasing in value.

PIMFA Response to FCA CP25/10: Definition of capital for FCA investment firms

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: June 12, 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)
Location: London excel

PIMFA response to Consultation Paper 25/9 – Further proposals on product information for Consumer Composite Investments

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: May 28, 2025

About Our Industry

Firms within the sector are also changing due to competition, M&A activity, heightened regulatory scrutiny, changing customer expectations, the need to invest in technology, and a talent shortage, which all impact decisions about the future of their firms.

Protecting Investments

The UK wealth and advice sector is one of the leading global financial services centres and plays a pivotal role in the financial wellbeing of an increasingly wide range of customers. 

PIMFA’s Golden Rules of Investment

Read PIMFA's infographic on the Golden Rules of Investment.

Financial Conduct Authority – Five year strategy March 2025

Shared Type: Shared Public
Published: March 28, 2025

Under 40 Leadership Committee Report 2024/2025

Shared Type: Shared Public
Published: February 12, 2025

Why investing in wellbeing makes financial sense

Shared Type: Shared Public
Published: December 17, 2024

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: July 16, 2024

PIMFA’s response to FCA; CP 24/8: Extending Sustainability Disclosure Requirements (SDR) regime to Portfolio Management

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: June 14, 2024

PIMFA Response to FCA CP24-7: Payment Optionality for Investment Research

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: June 10, 2024

PIMFA response to Individual Savings Account: UK ISA Consultation

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: June 6, 2024

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

Shared Type: Shared Public
Published: May 8, 2024

Family Office Focus: Efficiency in Accounting and Investment Analysis

Shared Type: Shared Public
Published: January 11, 2024
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