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.

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.

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. 
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