Pimfa - Personal Investment Management & Financial Advice Association

Pimfa - Personal Investment Management & Financial Advice Association company information, Employees & Contact Information

The Personal Investment Management & Financial Advice Association (PIMFA) is the UK’s trade association for firms that provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies. Our objective is to create the optimal operating environment for our member firms to deliver their services and meet client’s needs. PIMFA also lead the debate on policy and regulatory recommendations to ensure that the UK remains a global centre of excellence in the investment management and financial advice arena. 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 going back for 28 years.
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PIMFA urges Government to prioritise stability ahead of Budget - Money Marketing

PIMFA urges Government to prioritise stability ahead of Budget Money Marketing

Who's Moving Where In Wealth Management? – FINMA, PIMFA, Burgess Mee, Ares Management - WealthBriefing

Who's Moving Where In Wealth Management? – FINMA, PIMFA, Burgess Mee, Ares Management WealthBriefing

Financial services leaders outline four key pillars to unlock UK growth potential - UK Finance

Financial services leaders outline four key pillars to unlock UK growth potential UK Finance

PIMFA calls on Government to prioritise stability and fairness at November’s Budget - The Intermediary

PIMFA calls on Government to prioritise stability and fairness at November’s Budget The Intermediary

Nedbank Private Wealth CEO Stuart Cummins joins PIMFA board - Investment Week

Nedbank Private Wealth CEO Stuart Cummins joins PIMFA board Investment Week

Regulatory red-tape hitting financial advice: PIMFA - Financial Planning Today

Regulatory red-tape hitting financial advice: PIMFA Financial Planning Today

PIMFA calls on FCA for more clarity in ‘targeted support’ proposals - MoneyAge

PIMFA calls on FCA for more clarity in ‘targeted support’ proposals MoneyAge

Rothschild & Co’s UK Wealth Management business wins two PIMFA Diversity & Inclusion Awards - Rothschild & Co

Rothschild & Co’s UK Wealth Management business wins two PIMFA Diversity & Inclusion Awards Rothschild & Co

PIMFA, TISA raise concerns over Ombudsman reforms - Money Marketing

PIMFA, TISA raise concerns over Ombudsman reforms Money Marketing

PIMFA slams FCA CCI proposal on feedback deadline day - Investment Week

PIMFA slams FCA CCI proposal on feedback deadline day Investment Week

PIMFA calls for action over pension withdrawals surge - Financial Planning Today

PIMFA calls for action over pension withdrawals surge Financial Planning Today

How HR in financial services can contribute to ESG goals - Clyde & Co

How HR in financial services can contribute to ESG goals Clyde & Co

PIMFA Calls on the Government to Prioritise Stability and Fairness at November’s Budget - FF News | Fintech Finance

PIMFA Calls on the Government to Prioritise Stability and Fairness at November’s Budget FF News | Fintech Finance

Govt’s IHT reforms ‘unworkable’ – PIMFA - MoneyAge

Govt’s IHT reforms ‘unworkable’ – PIMFA MoneyAge

The Morning Briefing: PIMFA and TISA flag concerns over Ombudsman reforms; Families boost children’s pensions to cut IHT bills - Money Marketing

The Morning Briefing: PIMFA and TISA flag concerns over Ombudsman reforms; Families boost children’s pensions to cut IHT bills Money Marketing

UK private banking and wealth management - UK Finance

UK private banking and wealth management UK Finance

PIMFA calls for reform of Financial Ombudsman Service - Financial Planning Today

PIMFA calls for reform of Financial Ombudsman Service Financial Planning Today

Pimfa: The importance of operational resilience in financial services - Money Marketing

Pimfa: The importance of operational resilience in financial services Money Marketing

Quilter Cheviot CEO Andy McGlone joins PIMFA board - Investment Week

Quilter Cheviot CEO Andy McGlone joins PIMFA board Investment Week

Framework for IHT on pensions unworkable says PIMFA - Financial Planning Today

Framework for IHT on pensions unworkable says PIMFA Financial Planning Today

PIMFA and Morningstar launch AI Tech Sprint to transform wealth management - FinTech Global

PIMFA and Morningstar launch AI Tech Sprint to transform wealth management FinTech Global

PIMFA calls for a year delay to SDR portfolio management rules - Investment Week

PIMFA calls for a year delay to SDR portfolio management rules Investment Week

Dating app boss who ‘bullied staff to tears’ made judge for inclusion awards - The Independent

Dating app boss who ‘bullied staff to tears’ made judge for inclusion awards The Independent

TheWealthNet - PIMFA adds Nedbank CEO to board of directors - Pam Insight

TheWealthNet - PIMFA adds Nedbank CEO to board of directors Pam Insight

PIMFA calls for collaboration on advice market - Mortgage Professional America

PIMFA calls for collaboration on advice market Mortgage Professional America

PIMFA takes aim at ‘unworkable’ draft inheritance tax reforms - International Adviser

PIMFA takes aim at ‘unworkable’ draft inheritance tax reforms International Adviser

UK finance watchdog softens ‘name and shame’ plans after City pressure - The Independent

UK finance watchdog softens ‘name and shame’ plans after City pressure The Independent

Trade bodies rally investment firms to shorten settlement periods ahead of deadline - Investment Week

Trade bodies rally investment firms to shorten settlement periods ahead of deadline Investment Week

Financial Institutions - Farrer & Co

Financial Institutions Farrer & Co

Investment sector demands 'fairness' and 'stability' from Autumn Budget - Investment Week

Investment sector demands 'fairness' and 'stability' from Autumn Budget Investment Week

Pimfa: Why are we still behind on diversity and inclusion? - Money Marketing

Pimfa: Why are we still behind on diversity and inclusion? Money Marketing

Liz Field: Government must utilise retail investors in its quest for growth - Money Marketing

Liz Field: Government must utilise retail investors in its quest for growth Money Marketing

David Ostojitsch: When advice works, the whole economy benefits - Money Marketing

David Ostojitsch: When advice works, the whole economy benefits Money Marketing

How a wealth tax could work in Britain - The Telegraph

How a wealth tax could work in Britain The Telegraph

Why advisers need to act on climate change - Cover Magazine

Why advisers need to act on climate change Cover Magazine

Rathbones appoints Camilla Stowell as CEO of wealth - Investment Week

Rathbones appoints Camilla Stowell as CEO of wealth Investment Week

FSCS cuts levy forecast by £36m after recovery success - Money Marketing

FSCS cuts levy forecast by £36m after recovery success Money Marketing

Industry reaches Consumer Duty stalemate and calls for FCA to provide further clarity on cost disclosure reforms - Investment Week

Industry reaches Consumer Duty stalemate and calls for FCA to provide further clarity on cost disclosure reforms Investment Week

FCA must urgently clarify Consumer Duty for firms - Money Marketing

FCA must urgently clarify Consumer Duty for firms Money Marketing

Cover story: Trade Body 2.0 – Does the platform sector need a new voice? - Money Marketing

Cover story: Trade Body 2.0 – Does the platform sector need a new voice? Money Marketing

Brooks Macdonald outflows slow to £200m amid strong platform MPS growth - Investment Week

Brooks Macdonald outflows slow to £200m amid strong platform MPS growth Investment Week

French borrowing costs exceed Greece’s for first time - The Telegraph

French borrowing costs exceed Greece’s for first time The Telegraph

Onshore bond use takes increasing share of platform flows - Money Marketing

Onshore bond use takes increasing share of platform flows Money Marketing

AEW to adopt ‘Sustainability Impact’ SDR label for UK Impact fund - Investment Week

AEW to adopt ‘Sustainability Impact’ SDR label for UK Impact fund Investment Week

Jeremy Hunt calls on FCA to 're-look' at name and shame policy – reports - Investment Week

Jeremy Hunt calls on FCA to 're-look' at name and shame policy – reports Investment Week

Pimfa names ex-Pru Fassam to spearhead FCA talks - Money Marketing

Pimfa names ex-Pru Fassam to spearhead FCA talks Money Marketing

We launch campaign to fight online financial fraud - This is Money

We launch campaign to fight online financial fraud This is Money

Openwork chief executive joins Pimfa board - Mortgage Strategy

Openwork chief executive joins Pimfa board Mortgage Strategy

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