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.

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 Plus

PIMFA collaborates with product and service providers to offer member firms a suite of membership enhancements.

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

CCI Product Summaries: The New KIIDs on the Block

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

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

More about PIMFA

PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.
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