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
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
The CRO Forum is a high-level discussion group, formed and attended by senior professional risk managers from participating PIMFA member...

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

The Year That Was To Come: KPMG’s Regulatory Reflections and Predictions

In this podcast, Philip Deeks, Head of KPMG's Regulatory Insight Centre, shares how PIMFA member firms can snatch victory from...
13/02/2025

Our Work

Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.

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

PIMFA’s response to FCA PS23/7; Broadening retail access to the long-term asset fund

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: August 11, 2023
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