PIMFA Regional Roadshow – Bristol (December 2023)

Following March’s successful Roadshow, the PIMFA team are heading back to Bristol for another Regional.

The PIMFA team, along with our guest speakers, are looking forward to greeting attendees on the day.

Our Roadshows provide you with the opportunity to meet and listen to SME’s on relevant industry topics.  This time we will be covering:

Agenda:

10:00-10:30 – Registration & Coffee

10:30-11:00 – Regulatory Update – Alexandra Roberts, Head of Regulatory Policy and Compliance (PIMFA)

11:00-12:00 – Understanding Cyber Risk Management in a regulated industry  – Kerrie Machin, Partner, & Head of Business Development, (MITIGO)

12:00-12:30 – How local philanthropy advice can improve your client relationships – Angela Emms, Philanthropy Manager (Quartet Community Foundation)

12:30-13:15 – Networking Lunch

13:15-13:45 – Pitfalls and product confidence under the consumer duty lens – Thomas Yates, Communications Consultant, (Computershare)

13:45- 14:15 – Overcoming data quality issues to deliver positive outcomes – Duncan Stevens, Co-Founder & CEO (Gretel)

14:15 – 15:00 – Consumer Duty Update – Monitoring, Testing, MI & Assurance – Daren Allen, Partner (Shoosmiths)

Venue: Computershare, The Pavilions, Bridgwater Road, Bristol BS99 6ZZ

Networking opportunities will be available.

Attendees will receive 3 hours of CPD for full attendance.  Delegates that do not stay for the entirety of the day will not be allocated CPD hours.