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PIMFA

Clients experiencing fraud can become vulnerable 'in an instant'

Your profession

Clients experiencing fraud can become vulnerable 'in an instant'

It can be ‘hard’ for firms to convince customers they are being scammed

clock 29 October 2024 • 3 min read
Budget wobbles could be making Brits vulnerable

Tax planning

Budget wobbles could be making Brits vulnerable

Financial advisers have been inundated with Budget questions

clock 25 October 2024 • 3 min read
Advisers warned 22% of clients could be vulnerable

Your profession

Advisers warned 22% of clients could be vulnerable

Vulnerability support said to be a key advice hurdle

clock 11 September 2024 • 2 min read
PIMFA sets out five-year plan for govt to boost UK financial health

Your profession

PIMFA sets out five-year plan for govt to boost UK financial health

Retail investors have crucial role in delivering UK growth

clock 16 July 2024 • 2 min read
PIMFA urges higher CMC FOS fees to protect financial services firms

Your profession

PIMFA urges higher CMC FOS fees to protect financial services firms

FOS urged to levy a higher fee to Claims Management Companies

clock 03 July 2024 • 1 min read
PIMFA calls for a year delay to SDR portfolio management rules

Regulation

PIMFA calls for a year delay to SDR portfolio management rules

‘The deadline of 2 December does not provide adequate time for firms’

clock 17 June 2024 • 3 min read
Trade bodies call for chancellor to stop FCA public enforcement

Regulation

Trade bodies call for chancellor to stop FCA public enforcement

‘Proposals to publicise investigations are a worrying development’

clock 29 April 2024 • 2 min read
Justine Randall: There has never been a better time to be an IFA

Your Business

Justine Randall: There has never been a better time to be an IFA

Number of advisers not high enough to service client demand

clock 18 April 2024 • 2 min read
Starting young: Parents perfectly placed on financial education

Your profession

Starting young: Parents perfectly placed on financial education

Maps developed a UK strategy for financial wellbeing

clock 18 April 2024 • 2 min read
Is your advisory firm menopause-friendly? Five key areas of focus

Your Business

Is your advisory firm menopause-friendly? Five key areas of focus

Why it makes business sense to talk about menopause

clock 17 April 2024 • 3 min read
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