Posted on by Emily Gilchrist

11 October 2024

PIMFA celebrates winners of its 2024 Diversity & Inclusion Awards

PIMFA, the trade association for wealth management, investment services and the financial advice and planning industry welcomed over 300 professionals to celebrate the inspiring stories and initiatives from across the industry at the annual Diversity & Inclusion (D&I) Awards.

The 2024 PIMFA D&I awards, held at the InterContinental Hotel Park Lane in central London last night (10 October 2024), received a huge number of superb entries highlighting D&I initiatives that demonstrated excellence and good practice.

Originally created in 2021, the PIMFA awards endeavour to provide inspiration and shine a light on the excellent, and often untold, stories that exist across organisations and among individuals in the wealth management and advice industry, and to use these examples to inspire others to continue to strive and innovate to ensure the profession better reflects the clients it serves and can create a diverse and inclusive organisation and industry.

The winners in each category were chosen by an independent group of industry peers alongside experts in diversity and inclusion from charities that PIMFA partner with which included Peter Moores, Chief Executive of Raymond James UK; Bev Shah, Chief Executive & Founder, City Hive; Sean Taylor, Director, Arbuthnot Latham, Richard Wilson, Chief Executive Officer at abrdn Personal Wealth & interactive investor among others.

 

This year’s winners in each awards category were:

 

Best DE&I Initiative Award (51 – 350 Employees)

WINNER: Dynamic Planner

Sponsored by: Royal London

 

Best DE&I Initiative Award (351+ Employees)

WINNER: Quilter plc

Highly commended: Rathbones Group plc

 

Best Approach to Wellbeing Award

WINNER: 7IM

Sponsored by: Charles Schwab

 

Best Outreach Initiative Award

WINNER: St. James’s Place

 

Best Industry Partner Award

WINNER: LGBT Great

Highly Commended: The Diversity Project

 

Rising Talent Award

WINNER: Katja Oakley-Bell, Quilter

Highly Commended: Kimberley Scott, AJ Bell

Sponsored by: Raymond James UK

 

DE&I Senior Sponsor Award

WINNER: Baroness Helena Morrissey, AJ Bell Money Matters

Highly Commended: Kate Hughes, 7IM

Sponsored by: Morningstar

 

The Overall DE&I Champion Award

WINNER: Greg Kojo Bonsu, Investec Wealth & Investment UK

Highly commended: Emma Palethorpe, St. James’s Place

Sponsored by: interactive investor

 

This year’s event was held in partnership with interactive investor, Morningstar, Raymond James UK, Charles Schwab, Royal London, SEI, FIS Platform Securities and media partners MA Financial Media, publishers of Portfolio Adviser, ESG Clarity and International Adviser and charity partners ShareGift.

Liz Field, Chief Executive of PIMFA, commented: “I am delighted to congratulate both the winners and those highly commended from this year’s Diversity & Inclusion Awards. But I would also like to celebrate and thank all those who entered the awards this year too.

“The business, moral and social case for diversity and inclusion is irrefutable and the firms and individuals that entered this year’s awards are all excellent examples of how our members recognise talented individuals from all backgrounds and ensure that all people feel involved, valued, respected, treated fairly, and embedded within the cultures of the organisations they work for.

“As an industry we know we still have much work to do but it is heartening to see just how much energy is going into making our industry diverse, inclusive and equitable and the resulting positive change this brings.

“As the voice of our industry, PIMFA will continue to make diversity, equity and inclusion a priority and look to collaborate across the sector to provide resources, support and co-ordination of efforts in the years to come.”

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NOTES TO EDITORS

About PIMFA – the Personal Investment Management & Financial Advice Association

  • PIMFA is the trade association for firms that provide wealth management, investment services and the investment and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies.
  • The sector currently looks after £1.65 trillion in private savings and investments and employs over 63,000 people.
  • PIMFA represents both full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services. They assist everyone from individuals and families to charities and pension funds, all the way to trusts and companies.  Associate members provide professional services to the PIMFA community.
  • PIMFA leads the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the wealth management, investment advice and financial planning arena. Our mission is to create an optimal operating environment so that its member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
  • PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991 – read more.
  • Find out more about PIMFA’s Diversity and Inclusion work – read more
  • Further information can be found at pimfa.co.uk

Contact

For further information on this release or other press matters please contact:

Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk,
+44 (0)20 7011 9869 / +44 (0)7979 493225.