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

We're the UK's largest mutual life, pensions and investment company. When we first opened our doors in 1861, we wanted to help people to help themselves. And it's been our way of thinking ever since. We understand the importance of financial advice, that's why we design a range of solutions with advisers at the heart of our processes. To find out more about the help and support available visit adviser.royallondon.com.

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

IFA Magazine – for today’s discerning financial and investment professional. Published ten times a year, IFA Magazine has been winning a keen and enthusiastic following among Britain’s premier financial advisers. Why is this? IFA Magazine executes quality publications. These are well presented, alongside a gloss-finish of its graphic imagery. Simply put, the design owes more to the higher-level lifestyle magazines than to the traditional financial press. IFAs are facing a new world, because of the most challenging global environment we’ve had in half a century. IFA Magazine meets the need for information about this new world with equally challenging commentary, with good looks and good humour to ensure pages are consistently being turned.

ROSIE REYNOLDS

ROSIE REYNOLDS

A proven strategy for business growth. We do, and have helped scores of independent firms define their goals, strengthen their brand, attract new leads and retain existing clients. As your marketing partner we’ll develop and apply a strategy unique to you, designed to help your business grow. With a team of creative thinkers, possessing a wealth of experience and expertise, we ensure you receive a tailored, bespoke service designed to maximise your ROI. If you are still looking for a team that will not only manage your marketing, but also come up with creative new ways to capture your audience’s imagination, converting visitors to customers and customers to fans, then we may be the team for you.

SESAME BANKHALL GROUP

SESAME BANKHALL GROUP

A proven strategy for business growth. We do, and have helped scores of independent firms define their goals, strengthen their brand, attract new leads and retain existing clients. As your marketing partner we’ll develop and apply a strategy unique to you, designed to help your business grow. With a team of creative thinkers, possessing a wealth of experience and expertise, we ensure you receive a tailored, bespoke service designed to maximise your ROI. If you are still looking for a team that will not only manage your marketing, but also come up with creative new ways to capture your audience’s imagination, converting visitors to customers and customers to fans, then we may be the team for you.

CITYWIRE

CITYWIRE

Citywire provides news, information and insight for professional advisers and investors around the world. We publish our own news, analysis and unique fund manager performance information that helps professional investors such as financial advisers, wealth managers and fund selectors make the best decisions about where to place their clients’ money. We are totally independent and passionate about what we do. We won’t compromise in our quest to provide investors with the best and most accurate news, insight and data. The aim is always to help people Make Better Investments™. Set up in 1999, we now have more than 200 employees in London, New York, Milan, Munich and Singapore.

HOWDEN