Back in 2018, we were lauding the arrival of a new pensions dashboard – probably the following year. Well, we got that one wrong!
Published: June 12, 2025
Guest Blog
Read the latest industry thoughts and opinions in our regular guest blog.
A couple of weeks on from the FCA’s commentary on ongoing servicing, what do their findings really mean?
Published: April 24, 2025
PIMFA Guest Blog: Alasdair Wilson, Investment Specialist at Verve disscusses 3 ways to manage retirement income
Published: March 31, 2025
We identify the five considerations that we believe financial intermediaries should have front and centre as they look ahead.
Published: March 24, 2025
PIMFA Guest Blog: Finding annuity purpose, here Grant Callaghan, Financial Planning Specialist at We Are Verve, discusses annuity sale increases.
Published: March 11, 2025
As an outsourced, multi-service provider I have seen my fair share of suitability report templates. The good, the bad and the downright (Times New Roman) ugly.
Published: February 6, 2025
For wealth management firms, trust and credibility are their pillars of success. Clients entrust firms with their life savings, investments, and future security. Any association with individuals or entities involved…
Published: January 30, 2025
Wealth Management: Finding the Industry’s iPod Moment When I left my first city job back in 2006, my colleagues gifted me an iPod. At the time, I didn’t fully grasp…
Published: January 10, 2025
In an industry where client demands are increasing, wealth managers face the complex task of balancing operational efficiency with comprehensive service offerings.
Published: November 12, 2024
Under the new duty, employers are required to take a proactive approach to tackling sexual harassment, the intention being to shift the emphasis from redress to prevention.
Published: October 29, 2024
The digital generation changed everything. This is why the FCA’s recent Consolidator Review is so important.
Published: October 24, 2024
In the fast-paced landscape of wealth management, digital transformation has emerged as a necessity to meet rising client expectations and adapt to evolving regulations.
Published: October 22, 2024
The use of AI models in the insurance sector raises significant concerns, according to Nikhil Rathi, Chief Executive of the Financial Conduct Authority (FCA).
Published: October 8, 2024
The initial stages of financial planning receive the lion's share of attention in digitalised and physical investment advice experiences. However, once the prospect becomes a client, an important part of…
Published: October 3, 2024
The pressured environment of the wealth management sector can be a breeding ground for stress.
Published: September 24, 2024
Identity verification has undergone a significant transformation in the last decade, moving far beyond the traditional methods of validating, such as posting paper documents and physical IDs.
Published: September 16, 2024
PIMFA Guest Blog: Head of Market Engagement at Worksmart discusses, the role of Training and Competence in modern financial services.
Published: September 4, 2024
PIMFA Guest Blog: TCFD Reporting: How to Win Over Climate-Conscious Clients, here Joshua McAlpine, Content Manager at Morningstar, discusses what the TCFD Reporting requirements are and how they can benefit…
Published: September 3, 2024
PIMFA Guest Blog: Accelerating capital deployment within a multi-sleeve private markets programme, here Sebastian Maciocia, Director of Wealth Management at Mercer discusses considerations for wealth managers venturing into private markets.
Published: August 30, 2024
Operational resilience has become a critical priority for institutions of all sizes. The increasing complexity of global supply chains, coupled with growing regulatory pressures, demands a robust approach to managing…
Published: August 22, 2024
Deepfake technology, which uses Artificial Intelligence (AI) to create highly realistic but fake images, audio, and videos, is rapidly emerging as a significant threat in the cyber security landscape.
Published: August 5, 2024
Guest blogs and the opinions therein reflect the views of the authors and are not necessarily that of PIMFA. No responsibility for loss to any person acting or refraining from acting as a result of any material contained in these blogs can be accepted by PIMFA, the author or publisher.