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.

Top rates currently available on the Insignis Cash Solution Platform

Shared Type: Shared Public
Published: September 25, 2025

Royal London: A passing fad or permanent future?

Shared Type: Shared Public
Published: September 25, 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

Family Office Focus: Efficiency in Accounting and Investment Analysis

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

Retained Interest on Client Cash

Shared Type: Shared Public
Published: September 25, 2025

Is investing in China still a good idea?

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 2025

Breaking through the barriers of portfolio efficiency

Shared Type: Shared Public
Published: September 25, 2025

Do celebrities have a legitimate role in improving financial literacy?

Shared Type: Shared Public
Published: September 25, 2025

WMA Millennial Report 2016

Shared Type: Shared Public
Published: September 25, 2025

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: 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
In this practical and insightful session delivered by the co-founder of the Non-Executive Directors’ Association (‘NEDA’), we demystify the responsibilities, liabilities, and rewards of becoming a NED and provide a…
£300.00 – £400.00
Date & Time: 15th Jan 2026 (9:30) - 15th Jan 2026 (12:30)
CPD: 3 Location: Virtual
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