PIMFA
Digital Membership
Your PErsonalised digital membership
PIMFA offers a digital membership for small financial advisers and planners (of 4 and under) which not only strengthens the voice of the sector, but also grants you a host of benefits worth considerably more than the fee.
Through your personalised website experience, you will gain access to online resources, events, learning, guidance and regulatory insights written by industry experts – all dedicated to supporting you, your business and your clients.
Focus on advocacy for financial advice, planning & wealth is a core function of PIMFA
- PIMFA's Focus
Focus on advocacy for financial advice, planning & wealth is a core function of PIMFA
- Membership at a glance
| Your Digital Membership At A Glance | Full Members |
Associate Members |
Digital Members |
|---|---|---|---|
| Access to Individual Users to PIMFA Website | Unlimited Users | Unlimited Users | Max. 4 IFAs or Planners |
| Access to all approved PIMFA Plus offers | |||
| Access to exclusive free member only material such as thought-leadership, guides & research | |||
| Access to free on-demand webinars and podcasts and member only recordings | |||
| Access to member rate discounted partnership & speaking opportunities at our CPD Events & Learning initiatives | |||
| Access to our key topic-based microsites eg Financial Crime, Consumer Duty | |||
| Access to PIMFA WealthTech for latest tech updates, tech sprints and member benefits | |||
| Use of PIMFA logo for display on your publications and website | |||
| Free advertising on our online Find a Firm Directory | |||
| Free or discounted rates to PIMFA's CPD Events | |||
| Free or discounted rates to PIMFA's CPD Learning courses | |||
| Free resources to support your recruitment | |||
| Opportunities to collaborate on thought leadership with our experts to be distributed with our members | |||
| Participation in 30+ PIMFA Groups, committees, working groups & forums | By PIMFA Invitation Only | ||
| PIMFA/Morningstar Indices - members receive a discount off the retail price | |||
| Receive On Demand Regulatory Support from our experts for queries | |||
| Share your views and issues to influence our industry advocacy and government relations | By PIMFA Invitation Only |
PIMFA are experienced experts in the financial advice, financial planning and personal wealth sector, and acknowledged by key stakeholders as the voice of the sector.
As a membership body, we aim to ensure we consistently deliver membership value through both impactful advocacy and practical support.
We lead the debate on policy and regulatory recommendations and practices that matter to you, influencing developments, providing meaningful feedback to stakeholders to achieve better outcomes for firms.
Professional Development through Learning and Training – Elevate your expertise
Training courses
webinars & podcasts
Knowledge Resources through newsletters, whitepapers, guides, blogs, briefing notes, magazines, research and dedicated microsites across major thematic work
AWARD-WINNING CPD EVENTS
PROGRAMME
- Connect
- Collaborate
- Celebrate
