The Personal Investment Management & Financial Advice Association (PIMFA)

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Operational Resilience

The ability to prevent, respond to, and recover from disruptions, ensuring continuous services.

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PIMFA Journal #32

Shared Type: Shared Public
Published: October 21, 2025

Journal #28

Shared Type: Shared Public
Published: September 25, 2025

FIVE PRINCIPLES TO ENSURE SUCCESSFUL TECH MIGRATION IN WEALTH MANAGEMENT

Shared Type: Shared Public
Published: September 25, 2025

THE ECONOMIC CRIME AND CORPORATE TRANSPARENCY ACT 2023

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

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
In this practical and insightful session delivered by the co-founder of the Non-Executive Directors’ Association (‘NEDA’), we demystify the responsibilities, liabilities, and rewards of becoming a NED and provide a…
£300.00 – £400.00
Date & Time: 15th Jan 2026 (9:30) - 15th Jan 2026 (12:30)
CPD: 3 Location: Virtual

Chancellor sets out Financial Services Growth and Competitiveness Strategy in Leeds Reforms

The Chancellor has set out the Leeds Reforms and delivered her annual Mansion House speech to the financial services sector. Launching the Financial Services Growth and Competitiveness Strategy, she outlined the next step in the government’s economic plan.

When your firm is moving into a new group: navigating your directors’ and SMFs’ responsibilities

Shared Type: Shared Public
Published: July 17, 2025

PIMFA Competition Law Guidance

Shared Type: Shared Public
Published: June 9, 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)
CPD: 3 Location: London excel
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