The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

HR, Culture and Inclusion

Promoting talent, a diverse workforce, and creating inclusive environments

PIMFA Regulatory Insights Tracker: 2025 H2

Thank you for taking part. This is a new, biannual survey giving you the opportunity to share how regulation is affecting your firm in practice – what’s working, what’s challenging, and where change is needed. Your anonymous input will shape PIMFA’s policy work and support our engagement with regulators and government. It takes just 5 minutes to complete and will be repeated every six months. All responses are anonymous, and if you have any questions, please contact us at enquiries@pimfa.co.uk.
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)
CPD: TBC Location: London Excel

Building a diverse future in finance – Verve

Shared Type: Shared Public
Published: May 20, 2025

More about PIMFA

PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.
The CRO Forum is a high-level discussion group, formed and attended by senior professional risk managers from participating PIMFA member...

PIMFA’s Successes 2024-2025 Infographic

Shared Type: Shared Public
Published: March 24, 2025

PIMFA’s Successes 2024-2025

Shared Type: Shared Public
Published: March 19, 2025

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

Under 40 Leadership Committee Report 2024/2025

Shared Type: Shared Public
Published: February 12, 2025

Avyse Partners – FCA Focus on Stockbrokers – s166 Skilled Person Reflections

Shared Type: Shared Public
Published: February 7, 2025

Authentic Leadership Prospectus

Shared Type: Shared Public
Published: January 20, 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 Successes 2023/24 Infographic

Shared Type: Shared Public
Published: June 6, 2024

Code of Conduct for PIMFA Events

Shared Type: Shared Public
Published: February 15, 2024

Money and Mental Health presentation (May 2023)

Shared Type: Shared
Published: January 30, 2024
1 2 3 4