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 topicSimplifying the pensions and investment advice rules
PIMFA Key Successes Overview 2025/26
Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.
PIMFA Key Successes 2025/26
Read how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.
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
FSCS: Attitudes Towards the Retirement of Tomorrow
Discover the FSCS research report on attitudes towards retirement, addressing consumer concerns, trust issues, and low engagement in saving for the future
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
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
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.