The Personal Investment Management & Financial Advice Association (PIMFA)

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Supervision

The oversight of firms and individuals to reduce actual and/or potential harm to consumers and markets.

Visit the Supervision dedicated microsite on this topic

FSCS signs an MOU with FCF

Discover the FSCS Memorandum of Understanding with the Fraud Compensation Fund, aimed at streamlining compensation for financial losses in occupational pension schemes

Shared Type: Shared Public
Published: September 25, 2025

FSCS: Attitudes Towards the Retirement of Tomorrow

Discover the FSCS research report on attitudes towards retirement, addressing consumer concerns, trust issues, and low engagement in saving for the future

Shared Type: Shared Public
Published: September 25, 2025

HMT announces update to high risk third country list

Discover the HM Treasury Money Laundering and Terrorist Financing (High-Risk Countries) (Amendment) (No.2) Regulations 2023 (SI 2023/1306) for essential compliance information

Shared Type: Shared Public
Published: September 25, 2025

House of Lords Financial Services Regulation Committee: Financial Conduct Authority’s enforcement proposals

Discover the House of Lords FSRC letter urging the FCA to rethink its proposal on naming firms under investigation, highlighting potential market integrity risks

Shared Type: Shared Public
Published: September 25, 2025

Financial Ombudsman Service (FOS) expectations of businesses

Discover the July 2023 letter from the Financial Ombudsman Service outlining expectations for firms, service improvements, and effective dispute resolution strategies

Shared Type: Shared Public
Published: September 25, 2025

FCA Dear CEO Letter

Discover the March 2024 FCA Dear CEO letter on the Thematic Review of Retirement Income Advice, outlining key findings and future actions for improvement

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

House of Lords Financial Services Regulation Committee (FSRC) Letter

Read here the House of Lords Financial Services Regulation Committee (FSRC) letter to the Financial Conduct Authority (FCA) which raised concerns regarding cost disclosure requirements for listed investment companies

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Groups Infographic

Read here the updated PIMFA Groups infographic, showing the structure involved

Shared Type: Shared Public
Published: September 25, 2025

FCA – Advice Guidance Boundary Review

The FCA have outlined proposals as part of its ongoing Advice Guidance Boundary Review.

Shared Type: Shared Public
Published: September 25, 2025

Suitability Guide

Read PIMFA’s Suitability Guide

Shared Type: Shared
Published: September 25, 2025

Financial Conduct Authority: Authorisations operating service metrics 2023/24 Q4

Download here the FCA's quarterly data (January to March 2024) table on Authorisations metrics

Shared Type: Shared Public
Published: September 25, 2025

FOS Scheme Criteria

Download here the Financial Ombudsman Service's paper on the Proactive Settlement Scheme Criteria, announcing that, following a review, it will make the proactive settlement outcome an ongoing feature of its reporting

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
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