PIMFA
Financial planning | 24 Sep 25
PIMFA takes aim at ‘unworkable’ draft inheritance tax reforms
Proposed reforms risk creating serious problems for bereaved families
Latest news | 3 Jul 24
PIMFA pushes FOS on CMCs
PIMFA suggests that FOS should review its approach and seek to levy a higher charge, which would result in firms and CMCs sharing the burden of case fees
Pimfa reveals winner of D&I awards
Which wealth management company picked up three gongs?
Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
Best Practice | 3 Jul 23
Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime