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.
Understanding the True Value of Corporate Insurance
Read this article from the PIMFA Journal #33 by Dominic Pilgrim at Consilium about why insurance is a strategic tool designed to protect your business when the unexpected happens.
The Wealth and Asset Management Operating Model Can’t Keep Up
Read this article from the PIMFA Journal #33 by Richard Doherty and Sumit Johri at Publicis Sapient about the traditional playbook built on manual processes, siloed business and technology functions, and relationship-driven models is no longer sufficient.
The UK’s Retail Investing Revolution Is Just Getting Started
Read this article from the PIMFA Journal #33 by Will Fenna at the London Stock Exchange Group about the UK retail investing revolution.
Mind the Gap! Bridging Public and Private Markets in the UK
Read this article from the PIMFA Journal #33 by Joshua McAlpine at Morningstar about the convergence of public and private markets in the investment industry
Lockton Autumn Budget 2025 – Key Impacts for UK Employers
Read this article from the PIMFA Journal #33 by Jeff Fox, Mark Hathaway and Stewart Waddy, at Lockton about the autumn budget and the key impacts for employers.
Is Your Investment Technology Ready for the Next Lap of Innovation?
Read this article from the PIMFA Journal #33 by Martyn Evans at Altus Consulting about investing in the right technology for your firm
PIMFA Queries Compendium
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.
PIMFA Journal #32
Read here the PIMFA Journal #32, featuring nine articles of thought leadership on a current industry topic of interest from PIMFA Associate members, looking at topics such as AI, Innovation, Non-Financial Misconduct, Appointed Representative risk/insurance, Targeted Support, Cyber Threats Facing UK Financial Firms, Insurer & Underwriter Attitudes on IFA Firms Advising on Inheritance Tax (IHT) Products, Going Beyond Index Data and What Better Data Could Do For You
Top rates currently available on the Insignis Cash Solution Platform
Discover page two of the PIMFA Autumn Journal 2022, highlighting "Capitalising On A Rising Interest Rate Environment" and top rates from Insignis Cash Solutions
Royal London: A passing fad or permanent future?
Discover Royal London's report on responsible investment, addressing consumer concerns, adviser responsibilities, costs, and future scenarios in this evolving landscape
PIMFA Under 40 Leadership Committee Report 2023 (December 2023)
Discover our 2023 Under 40 Leadership Committee report addressing accessibility for female clients, inheritance openness, the role of finfluencers, and financial planning trends
Journal #28
Discover here the PIMFA Journal #28 with articles from our members
New City of London Corporation report – The UK: a top destination for financial and professional services investment
Discover the April 2024 City of London Corporation report detailing the UK's £1bn foreign direct investment in financial and professional services for 2023
Retained Interest on Client Cash
Discover the FCA Dear CEO letter addressing investment platforms and SIPP operators, highlighting critical concerns regarding the retention of client cash interest
HM Treasury and Financial Conduct Authority: Overseas Fund Regime
Discover the joint HM Treasury and FCA Roadmap for the Overseas Fund Regime. Discover the implementation timeline, application process, and essential requirements