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 topicThe 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
UK Platform Group response to HMRC’s proposed legislation for Inheritance Tax (IHT) on pensions
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)
Navigating the Professional Indemnity Insurance Market in a Changing Regulatory Landscape – Onyx Insurance
Read here an article from the PIMFA Journal #30 2024 on navigating the Professional Indemnity Insurance Market in a Changing Regulatory Landscape, by Onyx Insurance
Carry forward – where do people go wrong? – Royal London
Read here an article from PIMFA Journal #30 2024, Carry forward – where do people go wrong? by Royal London
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
PIMFA’s response to FCA Advice Guidance Boundary Review – proposed targeted support reforms for Pensions
Our Work
Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.