Personal Investment Management & Financial Advice Association

PIMFA

Who we are The Personal Investment Management and Financial Advice Association (PIMFA) is the UK’s leading trade association for firms that provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies. PIMFA was created in June 2017 as the outcome of the merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) and represents both full and associate member firms. PIMFA’s mission is to create an optimal operating environment so that our member firms can focus on delivering the best service to their clients, providing responsible stewardship for their long-term savings and investments. We 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. Our Mission Our mission is to create an optimal operating environment so t (...)

Lobbying Activity

Response to Institutional investors' and asset managers' duties regarding sustainability

22 Aug 2018

Please see PIMFA's submission in the attached pdf
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Response to Institutional investors' and asset managers' duties regarding sustainability

22 Aug 2018

Please see PIMFA's submission in the attached pdf.
Read full response

Response to Institutional investors' and asset managers' duties regarding sustainability

15 Jun 2018

With reference to the Sustainable Finance Initiative - MiFID II suitability requirements, please find attached the response from the Personal Investment Management and Financial Advice Association (PIMFA), the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
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Meeting with Marlene Madsen (Cabinet of Vice-President Jyrki Katainen)

19 Oct 2016 · CMU

Meeting with Lee Foulger (Cabinet of Vice-President Valdis Dombrovskis)

9 Jun 2015 · Capital Markets Union