PIMFA welcomes new appointments Richard Flynn and Derek Miles to its Board PIMFA Press Release: PIMFA, the trade association for wealth management and financial advice and planning, is delighted to welcome industry leaders Richard Flynn and Derek Miles to its Board of… Published: May 30, 2025
Financial services leaders outline four key pillars to unlock UK growth potential PIMFA Press Release: A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s Private Banking and Wealth Management… Published: May 20, 2025
PIMFA calls for 12-month delay to implementation of Sustainability Disclosure Requirement rules for Portfolio Management PIMFA Press Release: PIMFA has called on the Financial Conduct Authority (FCA) to delay the deadline for the implementation of Sustainability Disclosure Requirements (SDR) for portfolio management by 12 months,… Published: April 8, 2025
CCI proposals are overly complex, prescriptive and represent a ‘missed opportunity’ for firms and consumers alike PIMFA Press Release: PIMFA, the trade association for wealth management, investment services and the financial advice and planning industry, has warned that the FCA’s new disclosure regime remains overly prescriptive and… Published: March 24, 2025
Targeted support is a welcome intervention but needs to sufficiently delineate itself from advice PIMFA Press Release: PIMFA has called on the Financial Conduct Authority (FCA) to ensure that in progressing its targeted support reforms, the attractiveness of mass market financial advice is preserved. Published: February 13, 2025
PIMFA calls for an ambitious and assertive approach in modernising the redress system PIMFA Press Release: PIMFA has called on the Financial Conduct Authority (FCA) to be ambitious in its proposals to modernise the redress system and look beyond the iterative proposals they… Published: January 30, 2025
PIMFA delighted to welcome two new members to its Board of Directors PIMFA Press Release: PIMFA is delighted to welcome Andy McGlone, Chief Executive of Quilter Cheviot and Charley Davies, General Counsel at Evelyn Partners who joined its Board of Directors this… Published: November 21, 2024
Budget changes will be hard felt by retail investors and the Government must now prioritise stability to build investor confidence PIMFA Press Release: Headline changes to the rate of capital gains tax and inheritance tax announced in today’s Budget risk stymying future investment and introducing unwanted confusion for personal financial… Published: October 30, 2024
PIMFA welcomes 600 professionals at launch of customer vulnerability guide PIMFA Press Release: PIMFA welcomed over 600 professionals to a dedicated event on Customer Vulnerability on 24th October 2024 run with support from the Financial Conduct Authority (FCA). Published: October 25, 2024
PIMFA celebrates winners of its 2024 Diversity & Inclusion Awards PIMFA Press Release: PIMFA welcomed over 300 professionals to celebrate the inspiring stories and initiatives from across the industry at the annual Diversity & Inclusion (D&I) Awards. Published: October 11, 2024
PIMFA sets out 5-year agenda for government to create a UK Culture of Thriving Financial Health PIMFA Press Release: PIMFA sets out 5-year agenda for government to create a UK Culture of Thriving Financial Health. PIMFA’s agenda: ‘Creating a UK Culture of Thriving Financial Health’ builds… Published: July 16, 2024
PIMFA Press Release: PIMFA calls on next Government to create a more attractive environment for investors after General Election. PIMFA Press Release: PIMFA calls on next Government to create a more attractive environment for investors after General Election. PIMFA strongly supports any reform which encourages growth and prosperity in… Published: June 6, 2024
PIMFA welcomes significant reduction in FSCS levy PIMFA Press Release: PIMFA welcomes significant reduction in FSCS levy. This will come as welcome relief for firms and reduce their outgoings for the coming year, allowing them to focus… Published: May 23, 2024
Fintech Know Your Funds ties with Propelle for Best in Show at Morningstar Investment Conference PIMFA Press Release: Fintech Know Your Funds ties with Propelle for Best in Show at Morningstar Investment Conference. Fintech solution Know Your Funds – one of two fintechs selected by… Published: May 2, 2024
PIMFA raises serious concerns about FCA’s enforcement proposals PIMFA Press Release: PIMFA raises serious concerns about FCA’s enforcement proposals, explaining why public announcements of enforcement action could be very damaging Published: April 30, 2024
PIMFA joins financial services trade bodies in calling for Chancellor to intervene over FCA proposals to publicise enforcement investigations PIMFA Press Release: PIMFA joins financial services trade bodies in calling for Chancellor to intervene over FCA proposals to publicise enforcement investigations. PIMFA has joined with 15 other financial services… Published: April 29, 2024
PIMFA WealthTech and Morningstar select two Fintechs to showcase ESG solutions at Morningstar Conference PIMFA Press Release: PIMFA WealthTech and Morningstar select two Fintechs to showcase ESG solutions at Morningstar Conference. The Fintech’s – Instinct Digital and Know Your Funds – were selected through… Published: April 26, 2024
Culture in financial services still needs to improve to better serve women, says FCA PIMFA Press Release: Culture in financial services still needs to improve to better serve women, says FCA. Recent changes in culture within financial services firms still needs to become fully… Published: April 16, 2024
Entries open for fourth annual PIMFA Diversity & Inclusion Awards PIMFA Press Release: Entries open for fourth annual PIMFA Diversity & Inclusion Awards Published: April 10, 2024
PIMFA raise concerns over FCA’s capital deduction for redress plans and calls for further discussion PIMFA Press Release: PIMFA raise concerns over FCA’s capital deduction for redress plans and calls for further discussion. The focus is on current proposals leaving firms exposed to higher PI… Published: March 20, 2024
PIMFA raises concerns about appetite for British ISA PIMFA Press Release: PIMFA raises concerns about appetite for British ISA. While we strongly believe in the principle that retail investors can and should be encouraged to play a positive… Published: March 6, 2024
