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.

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

Homepage 2025

PIMFA provides members with essential policy support, market intelligence, events and promotional opportunites, industry insight and much more.

Attendee Registration

Secure your place at upcoming PIMFA events, webinars, and training sessions.

Under 40 Leadership Committee Report 2024/2025

Shared Type: Shared Public
Published: February 12, 2025

Our Work

Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.

Why investing in wellbeing makes financial sense

Shared Type: Shared Public
Published: December 17, 2024

Flush Out the Waste: Wealth Management Needs Better Plumbing

Shared Type: Shared Public
Published: December 17, 2024

PIMFA’s response to FCA; CP 24/8: Extending Sustainability Disclosure Requirements (SDR) regime to Portfolio Management

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: June 14, 2024

PIMFA Response to FCA CP24-7: Payment Optionality for Investment Research

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: June 10, 2024

PIMFA response to Individual Savings Account: UK ISA Consultation

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: June 6, 2024

AKG: Coming back to the table on CRPs

Shared Type: Shared Public
Published: January 9, 2024

PIMFA Response to HMT UK Investment Research Review: Call for Evidence

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: June 6, 2023
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