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

FCA – Advice Guidance Boundary Review

Shared Type: Shared Public
Published: September 25, 2025

Suitability Guide

Shared Type: Shared
Published: September 25, 2025

WMA Millennial Report 2016

Shared Type: Shared Public
Published: September 25, 2025

The Golden Rules of Investment

Shared Type: Shared Public
Published: September 25, 2025

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 Plus

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

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
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: TBC 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

More about PIMFA

PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.
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

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

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
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