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 topicPIMFA response to Simplifying the Pensions and Investment Advice Rule
CP25/39: Adapting our Requirements for a Changing Pension Markets
PIMFA Queries Compendium
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.
PIMFA Under 40 Leadership Committee Report 2023 (December 2023)
Discover our 2023 Under 40 Leadership Committee report addressing accessibility for female clients, inheritance openness, the role of finfluencers, and financial planning trends
Journal #28
Discover here the PIMFA Journal #28 with articles from our members
PIMFA Millennial Report 2018
Discover the PIMFA Millennial Report 2018, revealing Millennials' insights on Environmental, Social, and Governance impacts in investing, along with key survey findings
PIMFA Millennial Report 2017
Discover the PIMFA Millennial Report 2017, delving into Millennials' perspectives on the market, engagement strategies, and future implications for financial services
Under 40 Leadership Committee Report 2022 (December 2022)
Discover the PIMFA Under 40 Leadership Committee Report 2022, addressing key issues in financial services, ESG factors, and the next generation of investors
PIMFA Under 40 Forum Report 2019
Discover the PIMFA Under 40 Forum Report 2019, covering savings, financial education, social impact investing, intergenerational wealth, and government recommendations
PIMFA Journal Edition #31
Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset
FCA – Advice Guidance Boundary Review
The FCA have outlined proposals as part of its ongoing Advice Guidance Boundary Review.
Suitability Guide
Read PIMFA’s Suitability Guide
WMA Millennial Report 2016
Discover the Wealth Managers Association's Millennial Report 2016, addressing the challenges and opportunities in engaging millennials in pensions and investments
The Golden Rules of Investment
Download here the PIMFA infographic on the Golden Rules of Investment, suggesting nine topics for investors to discuss with their Wealth Manager or Financial Adviser