PIMFA - News, Articles & Research

Company announcement/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.

17 September 2024

Company announcement/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.

16 July 2024

Company announcement/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.

05 March 2024

Company announcement/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.

16 October 2023

News/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.

08 June 2023

Company announcement/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).

23 May 2023

News/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.

11 May 2023

Company announcement/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.

13 April 2023

Finextra TV/predictions

Tech trends in wealth management for 2023

In this episode of FinextraTV's PREDICT 2023 Series, Liz Field, Chief Executive Officer, PIMFA, shares her predictions for tech trends in wealth management in 2023.

09 March 2023

Company announcement/regulation

Pimfa calls for greater ambition to solve FSCS levy funding

PIMFA welcomes the fact the Financial Conduct Authority (FCA) has recognised current levels of Financial Services Compensation Scheme (FSCS) funding are unsustainable and is committed to reform. But current proposals lack ambition.

06 December 2021

News/regulation

Coalition urges UK government to add scams to Online Safety Bill

UK Finance, Which?, and City of London Police are among a host of organisations to sign on to a letter calling for the government to include online scams in its new 'Online Safety' bill.

07 May 2021

News/crime

Clamour grows to add financial scams to UK 'Online Harms' bill

UK Trade organisations, consumer groups and a senior MP have joined forces to call on the UK government to reverse its decision not to include online scams in its new 'Online Harms' bill.

12 March 2021