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

PIMFA FEEDBACK ON THE FCA 2023 WEALTH DATA SURVEY

Discover PIMFA's insights on the FCA 2023 Wealth Data Survey

Shared Type: Shared
Published: May 8, 2024

PIMFA Response to FCA CP24/2: Our Enforcement Guide and publicising enforcement investigations – a new approach

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: April 30, 2024

PIMFA Work Planner 2024

Discover our Work Planner, a quarterly updated tool that aligns PIMFA team priorities with membership needs

Shared Type: Shared
Published: April 19, 2024

Bank of England: Financial Stability in Focus

Download here the Bank of England's Financial Policy Committee (FPC) March 2024 paper Financial Stability in Focus: The FPC’s macroprudential approach to operational resilience, setting out the FPC’s view on specific topics related to financial stability and complementing the Financial Stability Report

Shared Type: Shared Public
Published: April 10, 2024

BOE & FCA Response to phase two industry recommendations

Read here the Bank of England (BoE) and Financial Conduct Authority (FCA) joint response to phase two industry recommendations and future strategy on Data Collection, building on industry responses to the Joint Transformation Programme (JTP) and containing five outcomes to ensure regulators get the data they need at the lowest cost

Shared Type: Shared Public
Published: April 10, 2024

PIMFA Response to FCA CP23/24: Capital Deduction for Redress

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: March 19, 2024

DP23/5 Advice Guidance Boundary Review – proposals for closing the advice gap

Paper Type: PIMFA Discussion Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: February 28, 2024

PIMFA Response to FCA CP23/26: Implementing the Overseas Funds Regime

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: February 13, 2024

01.09.17-Regulation-FCA FG17-06 On The Treatment Of Politically Exposed Persons-Update-September-2017

Discover the FCA Finalised Guidance FG 17/6 on the treatment of politically exposed persons for anti-money laundering. Includes legislative background and summaries

Shared Type: Shared
Published: October 31, 2023

PIMFA Response to HM Treasury; Ban on Cold Calling for Consumer Financial Services and Products – Consultation and Call for Evidence

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: September 26, 2023

PIMFA Response to FCA’s Rules Review Framework

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: September 19, 2023

PIMFA response to Financial Services Regulation – Measuring Success – Call for Proposals

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: July 4, 2023

PIMFA Response to FCA DP23/2: Updating and improving the UK regime for asset management

Paper Type: PIMFA Discussion Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: May 22, 2023

DP 23 Overview – Updating and improving the UK regime for asset management (title needs updating)

Discover the PIMFA Overview of FCA DP 23/2, detailing upcoming regulatory changes for fund managers and platforms amid the Financial Services and Markets Bill

Shared Type: Shared
Published: April 26, 2023

Implementation of MIFID in EU Member States

Discover the PIMFA Guide to MIFID implementation in EU Member States. Tailored for third-country firms, including post-Brexit UK, to navigate client needs effectively

Shared Type: Shared
Published: April 21, 2023
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