PIMFA

18 results about this entity

Period: 30 Aug 2018 - 02 Jun 2025

/wealth

Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, recently set a challenge to the fintech industry and asked, “how can wealth management and financial advice firms leverage AI to enhance operational efficiency by optimising end-to-end processing across front, middle, and back-office functions?”

/markets

IA, PIMFA and AIMA issue recommendation on T+2 fund settlement

The Investment Association (IA), Personal Investment Management and Financial Advice Association (PIMFA) and Alternative Investment Management Association (AIMA) have joined forces to issue a recommendation encouraging firms to alter their fund settlement timings to T+2 on or before 11 October 2027.

/wealth

Pimfa, UK Finance and KPMG push growth agenda for private banking and wealth management

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 (PBWM) sector in helping to deliver growth, provided four key barriers can be addressed.

/ai

Pimfa WealthTech and Morningstar invita applications for AI TechSprint

The rise of generative artificial intelligence (AI) presents immense opportunities for innovation and growth across the sector, but with this comes a myriad of challenges for financial advice, planning and wealth management firms in building, testing, and deploying reliable AI solutions.

/wealth

PIMFA WealthTech opens applications for cyber security Tech Sprint

PIMFA WealthTech, the market network and technology platform that brings the FinTech and wealth and investment management sectors together has today (17 September 2024) launched their latest focused Tech Sprint on Cyber Security.

/wealth

Pinmfa sets out five-year agenda for advancing financial health

PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has set out its agenda for government over the course of this Parliament.

/sustainable

Pimfa and Morningstar invite fintechs to join ESG techsprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, has today (5 March 2024) launched its latest ‘Tech Sprint’ this time focused on Environmental, Social and Governance (ESG) factors.

/wealth

Pimfa opens applications for wealth tech client onboarding sprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, and WealthOS, the operating system for digital wealth management, a leading financial technology company, today (16 October 2023) invite FinTechs to participate in a new Tech Sprint to meet a challenge focused on digitising and automating the client onboarding process.

/crypto

FCA cracks down on crypto advertising

The UK's Financial Conduct Authority is to introduce tough new rules for the marketing of crypto assets, including a 24-hour cooling off period for first time investors.

/regulation

FCA plans to align rules for fund managers and investment managers pose material threat says Pimfa

PIMFA, the trade association for the wealth management, investment services and financial advice sector, has raised serious concerns about the Financial Conduct Authority’s (FCA) proposals to harmonise rules governing the way in which fund managers and discretionary investment managers operate, saying the proposals would pose a material threat to managed portfolio services (MPS).

/wealth

PIMFA WealthTech and Morningstar launch 'Duty of Care' tech challenge

The technology arm of trade association PIMFA has teamed up with Morningstar to launch a 'Duty of Care Tech Challenge' that will bring together the fintech and wealth management sectors in an effort to find ways of ensuring consumer duty rules are met.

/wealth

Ecospend Joins Pimfa WealthTech programme

Ecospend, the UK’s leading Open Banking provider recently acquired by Trustly, has joined PIMFA WealthTech, the digital marketplace and industry network created to drive innovation and enhance collaboration between WealthTechs and wealth management firms, to provide a proof of concept “Pay-by-Bank” solution to its members.