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.

Visit the Operational Resilience dedicated microsite on this topic

UK wealth management’s scalability paradox: Turning technology investment into growth

Shared Type: Shared Public
Published: 25 September 2026

Third party risk: The oversight challenge facing financial services

Shared Type: Shared Public
Published: 25 September 2026
Join us for the 2027 Financial Crime Conference to hear from the leading experts on issues affecting firms today. …
£275.00 – £590.00
Date & Time: 25th Feb 2027 (9:00) - 25th Feb 2027 (17:00)
CPD: TBC Location: Shoosmiths

The revolution will not be technologised

Shared Type: Shared Public
Published: 17 March 2026

FCA Adviser Survey 2025 – Feedback from Member Firms

Shared Type: Shared
Published: 29 November 2025

PIMFA Regulatory Insights Tracker Summary Report

Shared Type: Shared Public
Published: 21 November 2025

Journal #28

Shared Type: Shared Public
Published: 25 September 2025

FIVE PRINCIPLES TO ENSURE SUCCESSFUL TECH MIGRATION IN WEALTH MANAGEMENT

Shared Type: Shared Public
Published: 25 September 2025

THE ECONOMIC CRIME AND CORPORATE TRANSPARENCY ACT 2023

Shared Type: Shared Public
Published: 25 September 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: 25 September 2025

PIMFA Groups Infographic

Shared Type: Shared Public
Published: 25 September 2025

PIMFA Plus

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

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: 17 July 2025
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