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Reinforcing Customer Centricity: How Your Firm Can By July 2023, Meet The Exacting Standards Customer Support And Consumer Understanding Under Consumer Duty
It’s too easy for PIMFA Member Firms to assume that their current suitability checks and approaches to assessing a client’s…
2nd November 2023 00:00FIND OUT MORE
Industry Events
Ready Steady Grow! Oxford – Thursday 2nd November
At Thatcher Business Education Centre, Saïd Business School, Lecture Theatre VI (Intesa Sanpaolo) we are bringing together small businesses, investors,…
2nd November 2023 16:00FIND OUT MORE
LearningWebinars
PIMFA Webinar: Imposter or talented over-achiever? Nov 2023
Even though you’ve achieved some success in your career, do you sometimes feel like an imposter? The Imposter Syndrome is…
9th November 2023 13:00FIND OUT MORE
Industry Events
Finance Magnates London Summit – FMLS:23
The Finance Magnates London Summit FMLS:23 is the year's most exclusive and premium event. This outstanding event is specialised particularly…
20th November 2023 17:00FIND OUT MORE
LearningLive Learning
PIMFA Live Online Learning: Financial Promotions: fair, clear and not misleading in 2023
There is no room for complacency for PIMFA member firms regarding financial promotions. The FCA has just announced that it…
22nd November 2023 09:30FIND OUT MORE
LearningWebinars
PIMFA Webinar: M&A in Wealth Management: Trends, Challenges and Opportunities
Whether your firm is preparing to acquire or ready to sell, implementing a best practice approach to M&A is very…
23rd November 2023 11:00FIND OUT MORE
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