OUR INDUSTRY PARTNERS

WOMEN IN FINANCE CHARTER

WOMEN IN FINANCE CHARTER

PIMFA has been a proud signatory of HM Treasury’s Women in Finance Charter since November 2017. When we signed up to the Charter we had 40% female representation.  As of September 2020 we have a level of 60% female representation in senior management due to reorganisation and as such are on track to meet our Charter target by our deadline. The CEO is responsible and accountable for diversity and inclusion in the organisation and reports progress to the PIMFA Board on a regular basis with effect from June 2018 (i.e. the start of PIMFA’s financial year).

LGBT GREAT

LGBT Great is a global membership organisation specialist in developing LGBT+ diversity and inclusion within the investment and savings industry. The programme works by developing innovative insights, visibility and outreach initiatives and by also measuring progress with its LGBT+ benchmarking tool called the iiBT. They are the first organisation to focus exclusively on the LGBT+ agenda specifically for the sector and we work collaboratively with a range of organisations including retail wholesale and institutional investors; wealth managers; pension trusts; hedge funds; private equity firms; investment technology providers and companies who service the buyside.

THE BROKERAGE

THE BROKERAGE

As a champion for Diversity and Inclusion in the Wealth Management and Financial Advice profession PIMFA is proud to be working with the social mobility charity, The Brokerage, to support their initiatives and drive change.

CITY HIVE

City Hive is an independent organisation which partners with companies across the Investment Management industry, helping them to meet their sustainability responsibilities in creating a more diverse, equitable and inclusive world. We are passionate about transforming the Investment Management industry and our solutions focus on impactful change with tangible results that will pay dividends. We are focussed on empowering individuals at all career stages to facilitate and drive change. We must be the change that we want to see, and we are demanding it from the industry. Change is happening now.

OUR EVENTS PARTNERS

ROYAL LONDON

ROYAL LONDON

MORNINGSTAR

MORNING STAR

A leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020.

WORKSMART

WORKSMART

WorkSmart is here to help you get ahead at work. We’re a new kind of job advice app, here for everyone - whether you’re starting out in work, looking to build a career, or just want to improve your current situation at work. We’re actually just starting out ourselves, and we want to be able to help you more and more as we grow.

RAYMOND JAMES

RAYMOND JAMES

Raymond James Investment Services Limited has operated in the UK since 2001; we provide unique wealth management solutions for wealth managers and their clients. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over 50 years. We support entrepreneurial investment managers and investment focused financial planners in the UK, who run growth-oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds.

INTERACTIVE INVESTOR

INTERACTIVE INVESTOR

interactive investor is an award-winning investment platform that puts you in control of your financial future. We’ve been helping investors for over 25 years. We’ve seen market highs and lows and been resilient throughout. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £55 billion and over 400,000 customers. For a simple, flat monthly fee we provide a secure home for your pensions, ISAs and investments. We offer a wide choice of over 40,000 UK and international investment options, including shares, funds, trusts and ETFs. We also bring you impartial, expert content from our award-winning financial journalists, highly engaged community of investors, and daily newsletters and insights.

IFA MAGAZINE

IFA MAGAZINE

ROSIE REYNOLDS

ROSIE REYNOLDS