PIMFA
10 April 2024
Entries open for fourth annual PIMFA Diversity & Inclusion Awards
PIMFA, the trade association for wealth management, investment services and the financial advice and planning industry, is delighted to announce its annual Diversity & Inclusion Awards opens to entries today (10 April 2024).
Now in their fourth year PIMFA’s Diversity & Inclusion Awards seek to highlight the many instances of good practice which remain hidden or unrecognised within our industry. Businesses both large and small will have examples of innovation aimed at improving their inclusivity and performance, which in turn drives positive change across the industry.
This is an opportunity for firms to highlight where they are on their journey of embedding D&I within their firms and there are a couple of individual categories too to celebrate the exceptional, diverse talent coming up through the ranks in our industry that is changing businesses for the better or leading from the top.
As in previous years, the awards are free to enter and open to all Financial Conduct Authority (FCA) registered firms within the wealth management, investment services and the financial advice industry and stakeholders in the sector – you do not have to be a PIMFA member to enter. The closing date for entries this year is 14 June 2024 – full information and entries can be submitted at https://pimfadiawards.awardstage.com/#!/home.
This year’s event, held in partnership with Morningstar, Raymond James, FIS, Charles Schwab and supported by Mark Allen Financial Media, publishers of Portfolio Adviser, International Adviser, PA Europe and ESG Clarity, will celebrate the great work being undertaken by the industry with a gala awards ceremony and dinner at the Intercontinental Hotel, Park Lane, central London on 10 October 2024.
The PIMFA Diversity & Inclusion Awards include the following awards categories:
- Best Approach to Wellbeing Award
- (Firm) Best D&I Initiative (1- 50 employees)
- (Firm) Best D&I Initiative (51- 350 employees)
- (Firm) Best D&I Initiative (351+ employees)
- Best Industry Partner Award (non-firms)
- Best Outreach Initiative Award
- (Individual) Rising Talent
- (Individual) The Overall D&I Champion
- The D&I Senior Sponsor Award
- Excellence in Inclusive Consumer Client Service award
Award entries will, as in previous years, be judged by a group of industry peers alongside experts in diversity and inclusion from charities and stakeholders that PIMFA partner with. This includes Richard Flynn, Managing Director of Charles Schwab; Bukola Adisa, Founder of Career Masterclass; Peter Moores, Chief Executive of Raymond James; Fabio Peyer, Director of Indexes Marketing at Morningstar, Charlie Fisher, Senior Human Resources Manager at LGT Wealth Management, Richard Wilson, Chief Executive of Interactive Investor, Matt Cameron, Global Managing Director at LGBT Great, and Bev Shah, CEO & Founder, City Hive among others.
Liz Field, Chief Executive of PIMFA, commented: “We are delighted to open our fourth Diversity & Inclusion Awards to entries. The awards have gone from strength to strength as anyone that attended last year’s awards will I’m sure attest to and the response we receive each year from the industry shows how seriously firms take this issue.
“As always, the awards give us a great insight into the work being done by firms to better reflect the society we serve. Once again, I want to encourage firms of all sizes, as well as individuals, to examine what they are already doing to bring about change and enter the awards so that we can shine a light on the great work that is taking place out there and can promote the good practices we are seeing.”
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Notes for Editors
About PIMFA – the Personal Investment Management & Financial Advice Association
- Firms can submit their entries to the D&I Awards here
- Find out more about PIMFA’s other D&I work here
- 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 has made numerous recommendations to the FCA regarding the Future of Advice, Future of Supervision and the FSCS levy – read more.
- 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.
- Further information can be found at pimfa.co.uk
Contact
For further information on this release or other press matters please contact:
Matthew West, PIMFA PR Manager – MatthewW@pimfa.co.uk, +44 (0)20 7382 0376
Sheena Gillett, PIMFA Communications & PR Director – sheenag@pimfa.co.uk, +44 (0)20 7011 9869 / +44 (0)7979 493225
