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Membership
Benefits

PIMFA is an industry champion for firms

PIMFA offers value to members across a variety of important activities and interventions. As the voice of the industry, we represent our members to all key stakeholder and promote the value of the profession. We also pride ourselves on providing expert knowledge and information with practical support and useful tools to all our members.​

Constructive Advocacy

As the voice of the industry, PIMFA champions our sector and our member firms. We educate and advance positive change to help build a culture of financial health and develop a resilient and thriving industry.

Creating Connections

PIMFA prides itself on facilitating meaningful collaboration from every corner of the industry to provide important opportunities to exchange ideas and partner on initiatives.

Supporting PRACTICE

PIMFA are dedicated to providing hands-on guidance and practical support to our members on the wide-ranging issues impacting them and their customers.

PIMFA Plus

PIMFA collaborates with product and service providers to offer member firms a suite of membership enhancements.  PIMFA PLUS Partners are by invitation only.

Indices

The MSCI PIMFA Investor Index Series and Risk Index Series are designed to represent their respective weightings, show returns of selected multi-asset-class strategies and are used as benchmarks to compare the performance and returns of private client investment portfolios.​

PIMFA Groups

PIMFA Groups consist of committees, forums and working groups enable members to provide vital feedback on issues currently under industry consultation and provide an important opportunity for members to share best

Our work

PIMFA's work programme is created following strategic input from member feedback, the Board and wider committees - alongside the UK's political and regulatory agenda. We focus on key areas that are both hot topics of the moment and the pillars of business that support the operation of our member firms by providing invaluable support and guidance on incoming changes, their implications and their implementation.​

PIMFA Learning

Elevate your expertise with our Learning events – dynamic, industry-focused training designed to empower financial professionals. Stay ahead with cutting-edge insights, practical skills, and networking opportunities tailored for your growth.

PIMFA Events

Connect, collaborate, and celebrate with our Events. Members receive a discounted rate for our CPD events.  From insightful webinars and thought-provoking symposiums to prestigious awards and vibrant networking opportunities, our events bring the wealth management and financial advice community together.

Promoting Knowledge

Our publications range from research, magazines and newsletters to response papers, member only technical guides and industry whitepapers.

Click below to find out how you can get involved with PIMFA as a member firm.

PIMFA’s membership is corporate and consists of two groups – Full and Associate member firms.

Full members provide a range of financial solutions including wealth management, financial advice, planning and execution services.  They assist everyone from individuals and families to charities and pension funds, to trusts and companies. 

Associate members provide professional services to the PIMFA community.

PIMFA is an industry champion for firms

Working with industry stakeholders & other stakeholders

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Today

want to find out more about PIMFA membership?

Richard Adler
Chief Commercial Officer
Ben King
Strategic Partnerships

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