The Personal Investment Management & Financial Advice Association (PIMFA)

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Sustainable Finance and ESG

Integrating environmental, social, and governance factors into investment decisions to promote long-term positive impact.

Visit the Sustainable Finance and ESG dedicated microsite on this topic

PIMFA WealthTech – Tech Sprint findings: ESG and sustainable finance reporting, verification and disclosure

Shared Type: Shared Public
Published: September 25, 2025

Sustainable Futures 2024 Brochure

Shared Type: Shared Public
Published: September 25, 2025

ESG Investing for PIMFA Member Firms PIMFA and Alpha Infographic

Shared Type: Shared Public
Published: September 25, 2025

ESG Code of Conduct

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)
Location: London excel

More about PIMFA

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

Corporate Social Responsibility/Sustainability

Taking environmental, social and governance (ESG) issues into account is an important consideration for PIMFA. As a small business we work to be as sustainable as possible and acts as champion for the issues across the industry, helping our members grapple with the ongoing developments in this area.
The CRO Forum is a high-level discussion group, formed and attended by senior professional risk managers from participating PIMFA member...

ASG Meeting Notes 13 November 2024

Shared Type: Shared Public
Published: March 11, 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

PIMFA response to UK Green Taxonomy Consultation

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: February 6, 2025
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