The Personal Investment Management & Financial Advice Association (PIMFA)

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Website Frequently Asked Questions

This page contains answers to frequently asked questions about how to use our website.

Account & Login

Why do I need to login?

  • Logging into PIMFA’s website will unlock certain content, personalise your website journey and allow you to register for our events and learning courses

How do I log in?

How do I create an account?

  • If you do not have a PIMFA account, you can register for one on our registration page, you don’t need to be a PIMFA member to create an account with us
  • You can also check if your firm is a member using our domain checker which can be found on the registration page.

I have forgotten my password. What should I do?

  • Go to the Login page.
  • Select the Forgotten Password option.
  • Enter your email address.
  • Follow the reset instructions sent to your inbox.

I have not received my password reset email. What should I do?

  • Check your junk or spam folder.
  • Check you entered the correct email address.
  • Wait a few minutes and try again.
  • Contact us at info@pimfa.co.uk if the email still does not arrive.

How do I update my account details?

  • You can update your account details on the My Profile page.
  • If you have changed firms, you will need to set up a new profile with your new firm email address. Please email info@pimfa.co.uk so we can archive your old profile.

Why can't I log in even though I have an account?

  • Check that you are using the email address associated with your PIMFA account.
  • Try resetting your password using password reset feature on the login page.
  • Contact us at info@pimfa.co.uk if you still cannot access your account.

Can I have more than one account?

  • Each user can only have one account associated with their email address.

Why can't I access member benefits after registering?

  • Please allow up to 2 working days for your account to be connected to your firm membership.
  • If you still cannot access it after this time and believe you should be able to please email at enquiries@pimfa.co.uk .

Can I change the email address on my account?

  • Yes, please contact us at enquiries@pimfa.co.uk,  if your email has changed but remains within the same firm.
  • If you have moved to a different firm, please create a new account and contact us to archive your previous profile.

Membership

How do I enquire about PIMFA membership?

How do I check if my firm is a member?

  • If you are not sure whether your firm is a member, you can use our domain checker on the registration page.

How do I access member-only content?

  • You must be logged into your PIMFA account to view member-only content.
  • If you do not have an account, you can register for one here.
  • If you are not sure whether your firm is a member, you can use our domain checker on the registration page.
  • If you are logged in and still cannot access member content, please contact us at enquiries@pimfa.co.uk.

How do I access the membership portal?

  • The portal can be accessed via the MyPIMFA menu in the main navigation.
  • The portal can only be accessed by portal administrators.
  • Please contact enquiries@pimfa.co.uk if you are unsure who your administrators are or believe you should have administrator access.

Events & Learning

Where do I find upcoming PIMFA events & learning?

 

Can non-members attend PIMFA events?

  • Some events are open to non-members, while others are exclusively for members.
  • Eligibility and ticket options are shown on each event page.

How do I register for an event?

  • Select the event you want to attend by clicking View Event.
  • Review the event details, including the date, time, location, price and CPD information.
  • Click Book Now or scroll to the bottom of the event page to view available tickets, you must be logged in to a PIMFA account to purchase a ticket.
  • Select the number of tickets you wish to purchase and click Add Tickets to Basket.
  • Review your basket and add any applicable coupons, then click Proceed to Checkout.
  • Complete the attendee registration form by selecting the name of each attendee from the drop-down list. (All attendees must have a PIMFA account to register for an event.)
  • Click Save and Checkout.
  • Review all details and complete any required fields.
  • Agree to the Terms and Conditions.
  • Enter your payment details and click Place Order.
  • A confirmation email will be sent once your booking has been completed.

Where can I view my event bookings?

  • You can view all your upcoming and past event bookings on the My Orders page.

I have booked an event but have not received a confirmation email. What should I do?

  • Check your junk or spam folder.
  • Ensure your payment was completed successfully.
  • Contact events@pimfa.co.uk if you cannot locate the confirmation email.

Can I cancel my event booking?

  • Event cancellations are subject to the event’s terms and conditions.
  • Please contact events@pimfa.co.uk as soon as possible if you need to cancel.

Can I transfer my event booking to a colleague?

  • Yes, you can transfer your ticket to a colleague within the same firm.
  • Please email events@pimfa.co.uk to arrange this.

My firm is interested in supporting/partnering/sponsoring this event. How can we get involved?

  • Please email our events team at events@pimfa.co.uk to discuss getting involved with any of our events.

How do I join an online event or webinar?

  • Joining instructions will be sent by email before the event.
  • Please check your inbox and junk folder before contacting the events team.
  • If you have not received them 24 hours before the event, please email events@pimfa.co.uk.

Where do I find the CPD for an event I have attended?

  • You can access all your CPD records on the My CPD page.
  • Please ensure you are logged into your PIMFA account to access this page.
  • Please note that CPD certificates are only provided for events that offer them.

 

When will my CPD record be available after an event?

  • CPD records are normally uploaded 7 working days after the event has taken place.

I attended an event but my CPD record is missing. What should I do?

  • Allow 7 working days for the CPD to be generated.
  • Contact events@pimfa.co.uk if the record has not appeared.
  • You must have a PIMFA account to access CPD’s. If you don’t have one, please create one here and email events@pimfa.co.uk to generate your CPD.

Email Preferences

How do I sign up for bulletin and email updates?

  • To receive updates, you must have a PIMFA account.
  • You can update your email preferences on the My Preferences page.

 

How do I unsubscribe from emails?

Website Content & Search

How do I search for content on the website?

  • Use the website search function at the top of the website.
  • Enter a keyword or phrase you are looking for.
  • Use the available filters to narrow results by topic.

Why will a document not open?

  • Your browser or firewall may be blocking downloads.
  • Your device may not have the required software to open the file.
  • Try opening the document in another browser.
  • Contact info@pimfa.co.uk if you continue to experience issues.

What should I do if a link is broken?

  • Refresh the page and try again.
  • Check that you are signed in if the content is member-only.
  • Contact us at info@pimfa.co.uk and include the page URL where the broken link appears.

Technical Support

Can I use the website on my phone or tablet?

  • Yes, our website has been optimised for use on phones and tablets.

Which browsers does the website support?

  • The website is designed to work with the latest versions of major browsers, including Chrome, Edge, Firefox and Safari.
  • For the best experience, keep your browser updated.

Why is the website running slowly?

  • Check your internet connection.
  • Try clearing your browser cache and cookies.
  • Try using a different browser or device.
  • Contact us at info@pimfa.co.uk if the issue persists

How do I report a problem with the website?

  • Contact us at info@pimfa.co.uk.
  • Explain what you were trying to do.
  • Include the page URL where you experienced the issue.
  • Include a screenshot where possible.
  • Let us know what device and browser you are using.

General

Where can I find PIMFA policies and terms?

  • Our policies, terms and conditions, and privacy information can be found in the website footer.

How do I provide feedback about the website?

  • We welcome feedback on your experience.
  • Please send comments and suggestions to info@pimfa.co.uk.

How do I contact PIMFA?

  • For member queries, please email enquiries@pimfa.co.uk.
  • For non-member queries, please email info@pimfa.co.uk.
  • Please allow up to 2 working days for an email response.
  • If you would prefer to speak to someone, please call us on 020 7448 7100.
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