The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

Public Affairs

Managing relationships with stakeholders, including government, regulators, and the public, to help shape policy and regulatory outcomes.

Visit the Public Affairs dedicated microsite on this topic

PIMFA Regulatory Insights Tracker April 2026

Read PIMFA's new Regulatory Insights Tracker April 2026 now

Shared Type: Shared Public
Published: April 10, 2026

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.

Shared Type: Shared Public
Published: March 27, 2026

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.

Shared Type: Shared Public
Published: March 27, 2026

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.

Shared Type: Shared
Published: February 2, 2026

Journal #28

Discover here the PIMFA Journal #28 with articles from our members

Shared Type: Shared Public
Published: September 25, 2025

New City of London Corporation report – The UK: a top destination for financial and professional services investment

Discover the April 2024 City of London Corporation report detailing the UK's £1bn foreign direct investment in financial and professional services for 2023

Shared Type: Shared Public
Published: September 25, 2025

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

Shared Type: Shared Public
Published: September 25, 2025

PIMFA The Financial Fundamentals Report

Download here the PIMFA Guide to The Financial Fundamentals, created to help MPs understand the type of saving and investment products their constituents might have, their broader role in the economy, and the options available to constituents should they need state support

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.

More about PIMFA

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

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: Financial Services Growth & Competitiveness Strategy

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: January 7, 2025

PIMFA’s submission to GC24/4: Proposed amendments to Guidance on the treatment of politically exposed persons

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: October 18, 2024

Creating a UK Culture Of Thriving Financial Health: Our Agenda For Government

Download here the PIMFA paper Creating a Culture of Thriving Financial Health: Our Agenda For Government, outlining a series of initiatives to help secure such a culture throughout this parliament and beyond

Shared Type: Shared Public
Published: July 15, 2024

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
1 2