PIMFA
1 March 2022
PIMFA’s Virtual Fest returns for third year as FCA’s Therese Chambers unveiled as a keynote speaker
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, is delighted to announce the return of its Virtual Fest for a third year and the addition of Therese Chambers, Director of Consumer Investments at the Financial Conduct Authority (FCA) as first keynote speaker.
In a change to the original format Virtual Fest will take place between 14 and 25 March. This year’s event will be presented in a more flexible format, with two sessions daily to support the continued professional development (CPD) of PIMFA’s members in a way that fits better into their daily working lives.
Virtual Fest 2022 will provide access to a variety of content in the forms of webinars, virtual sessions with speakers and trainers, videos, PDFs and online resources which once again will be available for one month after the event closes.
Alongside Theresa Chambers attendees at Virtual Fest will hear from expert speakers including:
- Lawrence Wintermeyer, Executive co-Chair, Global Digital Finance
- Ian Woodhouse, Lead in European Wealth Management, Accenture
- Mike Barrett, Consulting Director, Langcat Financial
- Aaron Ghobarah, Director, Kroll
- Ryan Medlock, Senior Investment Develop Manager, Royal London
- Tim Fassam, Director of Government Relations and Policy, PIMFA
- Sarah Mason, Diversity & Engagement Manager, The Openwork Partnership
- Philip Klauterbach, Global Head of Wealth Structured Products, HSBC
- Anshul Bongirwar, EMEA Business Lead, Enterprise & Corporate Solutions, Moxtra
- Elin Helander, Chief Scientific Officer, Dreams
- Bev Shah, Chief Executive and Founder, City Hive & NED at The Big Exchange
- Julia Dreblow, Founding Director, SRI Services
- Sam Handfield-Jones, co-CEO, Seccl
- Priscilla Gaudoim, Head of Client Regulation, Ruleguard… among others
Throughout the fortnight attendees will have the opportunity to hear from renowned experts and fellow industry colleagues on topics including:
- Consumer Duty – What Will Regulation Look Like in the Future?
- Financial Exclusion – The Role of Firms and Advisers on Creating an Inclusive Sector
- The Latest on DEFI, NFTs & Stablecoins
- Responsible Investment – Preparing for a Climate of Change
- And the brand-new Advisers Skills Hub – a variety of bite-size content to help advisers improve their skillset
- and many more…
As always delegates will be able to network and earn up to 10 CPD hours at Virtual Fest supported by PIMFA’s partners Royal London, Seccl, TIME Investments, Mapped Marketing, Kroll and Graham Aikin Consulting.
Liz Field, Chief Executive of PIMFA, commented: “Against the backdrop of the horrific events unfolding in Ukraine, the role our firms play in supporting their clients as well as their heightened response to cyber threats is crucial.
“The past year, as the one before it, has presented our industry with significant challenges and once more financial services have shown incredible resilience. As we learn now to live with COVID-19 we face many new challenges not least of which, rising inflation and volatility in global stock markets. Once again, we will need to ensure we help our clients navigate the ongoing uncertainty that surrounds us.
“Virtual Fest, as before, brings together speakers within and outside our profession to discuss topic issues relevant to our current climate and we are delighted that Therese Chambers will be joining us as a keynote speaker for this, our third Virtual Fest.
“I am looking forward to hearing from Ms Chambers about the FCA’s current thinking on matters such as the Consumer Duty, the FSCS levy and also how we can create a regulatory framework that works for UK financial service and markets now that we have left the European Union, as well as FCA guidance on sanctions. As an industry we also have much to discuss in terms of how we will change over the next five years or more, and what our priorities should be. I hope we will all gain some valuable insights as we look towards that future.”
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Notes for 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 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
