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 Plus

PIMFA collaborates with product and service providers to offer member firms a suite of membership enhancements.

PIMFA’s Response to HM Treasury Financial Services Strategy Sector: Regulatory Cross-Cutting Reforms (Leeds Reforms)

Paper Type: PIMFA Response Papers
Recipients: HM Treasury
Month Published: September 9, 2025

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...

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’s response to HM Treasury UK Green Taxonomy Consultation

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

Our Work

Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.

PIMFA’s response to FCA Quarterly Consultation CP24/26 Corrections and clarificatory amendments to the Sustainability Disclosure Requirements (SDR)

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: January 13, 2025

PIMFA’s response to HM Treasury: Financial Services Growth Competitiveness Strategy Call for Evidence

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

Raising the Bar on Sustainable Funds: the UK’s Sustainability Disclosure Requirements (SDR) Regime

Shared Type: Shared Public
Published: 17 December 2024

Task Force for Climate Related Financial Disclosures (TCFD) report

Shared Type: Shared
Published: 27 June 2024

PIMFA’s response to FCA CP 24/8: Extending Sustainability Disclosure Requirements (SDR) regime to Portfolio Management

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: June 14, 2024

PIMFA joins cross trade body industry group to publish a guidance on SDR Consumer-Facing Disclosure

Shared Type: Shared Public
Published: 24 May 2024
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