The Personal Investment Management & Financial Advice Association (PIMFA)

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Pensions

Saving a portion of income to facilitate long-term goals, like buying a car, paying for college, or buying a house, which often take months or years to reach.

Visit the Pensions dedicated microsite on this topic

UK Platform Group response to HMRC’s proposed legislation for Inheritance Tax (IHT) on pensions

Paper Type: PIMFA Response Papers
Recipients: HM Revenue & Customs
Month Published: September 15, 2025

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
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
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

Navigating the Professional Indemnity Insurance Market in a Changing Regulatory Landscape – Onyx Insurance

Shared Type: Shared Public
Published: May 20, 2025

Carry forward – where do people go wrong? – Royal London

Shared Type: Shared Public
Published: May 20, 2025

PIMFA’s Response to FCA DP24/3: Pensions: Adapting our requirements for a changing market

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: February 27, 2025

PIMFA response to Advice Guidance Boundary Review – proposed targeted support reforms for Pensions

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: February 13, 2025
Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the…
£275.00 – £630.00
Date & Time: 25th Sep 2025 (8:30) - 25th Sep 2025 (18:00)
CPD: TBC Location: Hybrid

PIMFA response to The regulatory framework for pensions dashboard service firms: further consultation

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: May 16, 2024

PIMFA Response to FCA CP23/24: Capital Deduction for Redress

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: March 19, 2024

DP23/5 Advice Guidance Boundary Review – proposals for closing the advice gap

Paper Type: PIMFA Discussion Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: February 28, 2024

PIMFA Response to HM Treasury; Ban on Cold Calling for Consumer Financial Services and Products – Consultation and Call for Evidence

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: September 26, 2023

PIMFA Response to FCA’s Rules Review Framework

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: September 19, 2023
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