The Personal Investment Management & Financial Advice Association (PIMFA)

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HR, Culture and Inclusion

Promoting talent, a diverse workforce, and creating inclusive environments

Financial Services Skills Commission publishes its 3rd Future Skills report

Discover the Financial Services Skills Commission's insights on bridging the skills gap in 2024. Discover the growing demand for future skills in finance

Shared Type: Shared Public
Published: September 25, 2025

FSCS: People + technology: How skills an unlock value for financial services

Discover the FSSC research report, supported by PwC UK and EY, on how skills and technology can drive value in financial services

Shared Type: Shared Public
Published: September 25, 2025

Implementing Diversity and Inclusion in the Financial Services Sector: Socioeconomic Background Data

Discover the PIMFA Autumn Journal 2022 article on Consumer Duty, focusing on diversity and inclusion in financial services

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Make It Campaign Talent Toolkit

Discover the PIMFA make.it Campaign Toolkit, part of the TIDE initiative, to promote Diversity and Inclusion in Wealth Management

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Millennial Report 2017

Discover the PIMFA Millennial Report 2017, delving into Millennials' perspectives on the market, engagement strategies, and future implications for financial services

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Millennial Report 2018

Discover the PIMFA Millennial Report 2018, revealing Millennials' insights on Environmental, Social, and Governance impacts in investing, along with key survey findings

Shared Type: Shared Public
Published: September 25, 2025

PIMFA Under 40 Forum Report 2019

Discover the PIMFA Under 40 Forum Report 2019, covering savings, financial education, social impact investing, intergenerational wealth, and government recommendations

Shared Type: Shared Public
Published: September 25, 2025

Under 40 Leadership Committee Report 2022 (December 2022)

Discover the PIMFA Under 40 Leadership Committee Report 2022, addressing key issues in financial services, ESG factors, and the next generation of investors

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’s Successes 2023/24

Read here the PIMFA brochure PIMFA Successes 2023/24: Delivering 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: 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

Strengthening DEI

Read our Journal article on strengthening DEI

Shared Type: Shared Public
Published: September 25, 2025

WMA Millennial Report 2016

Discover the Wealth Managers Association's Millennial Report 2016, addressing the challenges and opportunities in engaging millennials in pensions and investments

Shared Type: Shared Public
Published: September 25, 2025

PIMFA response to the FCA Consultation CP25/18: Tackling non-financial misconduct in financial services

Paper Type: PIMFA Response Papers
Recipients: Financial Conduct Authority (FCA)
Month Published: September 11, 2025

PIMFA Plus

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