The Personal Investment Management & Financial Advice Association (PIMFA)

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Product Disclosure

PRIIPs (Packaged Retail and Insurance-based Investment Products) ensuring transparent, standardised information for retail investors on investment products.

Visit the Product Disclosure dedicated microsite on this topic
Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the…
Date & Time: 24th Sep 2026 (8:00) - 24th Sep 2026 (17:00)
CPD: TBC Location: Live

Journal #28

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Journal Edition #31

Shared Type: Shared Public
Published: September 25, 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

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 Response to FCA CP24/30 A new product information framework for Consumer Composite Investments

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: March 20, 2025

Homepage 2025

PIMFA provides members with essential policy support, market intelligence, events and promotional opportunites, industry insight and much more.

Attendee Registration

Secure your place at upcoming PIMFA events, webinars, and training sessions.

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.

PI for Financial Advisers

Shared Type: Shared Public
Published: December 17, 2024

PIMFA Response to FCA DP22/6: Future Disclosure Framework

Paper Type: PIMFA Discussion Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: March 7, 2023
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