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.

CCI Product Summaries: The New KIIDs on the Block

Shared Type: Shared Public
Published: July 17, 2025

Redefining Risk: Women, AI, and the Democratisation of Investing

Shared Type: Shared Public
Published: July 17, 2025

Integration: Where consolidation strategies stand or stall

Shared Type: Shared Public
Published: July 17, 2025

Exploring the breadth of private assets available to wealth managers

Shared Type: Shared Public
Published: July 17, 2025

Redefining Risk: Women, AI, and the Democratisation of Investing

Shared Type: Shared Public
Published: July 17, 2025

Culture as a risk lens: Evolving the art and science of fund research

Shared Type: Shared Public
Published: July 17, 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

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
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