PIMFA announces the launch of its inaugural Women’s Symposium

1 February 2024

PIMFA announces the launch of its inaugural Women’s Symposium

PIMFA, the trade association for wealth management, investment services and the financial advice and planning industry is delighted to announce its inaugural Women’s Symposium.

The Women’s Symposium is dedicated to the investment management, financial advice, planning and wealth management communities. Taking place over two days at the Radisson RED Heathrow Hotel, London, the summit will feature thought leadership, high profile speakers, and lively discussions on a range of topics, including personal development, the latest investment trends, and practice management. The event will create a safe space for professionals to network, learn and share best practice from across their professional world.

The symposium is free to attend for PIMFA members and associate members, this has been made possible due to the support of our partners including SEI, Raymond James Investment Services, Quilter Cheviot, Morningstar, Sarasin & Partners, RBC Brewin Dolphin. Registration is open now.

Individuals at all stages of their career are encouraged to attend, from Chief Executives to rising talent, for two days of motivational talks, regulatory updates, industry panels, personal development roundtables and thought-provoking content related to our industry, and to career development.

Those speaking at the event include Michele Golunska, Managing Director of Aviva, Rebecca Owers, Head of Investments- Wealth Solutions & Insurance UK at HSBC UK, Helen Morrissey, London Sales Director at Quilter Cheviot and Nike Trost, Head of Asset Management and Pensions Policy, Market Wholesale Policy, Strategy and Competition Division at the Financial Conduct Authority (FCA) among many more.

PIMFA has negotiated a preferential room rate with the venue and will be providing catering and childcare facilities at the event to enable colleagues from all walks to life to benefit from the symposium.

Liz Field, Chief Executive of PIMFA, commented: “I am absolutely thrilled to be launching this major new event in PIMFA’s calendar. Despite its name the Women’s Symposium is not an exclusively female event. Everyone is welcome to attend, and we are particularly keen that male allies attend the event as well.

“That said, many of the topics under discussion will focus on the issues that women face in the wealth management industry whether they are consumers or work in the industry themselves.

“The Women’s Symposium continues to build on the work that PIMFA has undertaken to promote diversity, equity and Inclusion throughout the industry, and I’ve been delighted by the response to this event already. I’m really looking forward to hearing from the many speakers that have already confirmed their attendance. I’m certain it will be a very informative and useful two days and a great place to build your network across the profession.”

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NOTES TO EDITORS

About PIMFA – the Personal Investment Management & Financial Advice Association

• Registration for the Women’s Symposium is open now.
• 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, the 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.
• 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:

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