Take 10 minutes to read all of the latest news in our industry PIMFA Weekly News Bulletin View in browser PRESS RELEASES ABOUT PIMFA D&I AWARDS WEALTHTECH PIMFA WEEKLY NEWS BULLETIN | 30 AUGUST 2022 PIMFA Operational Resilience Working Group
PIMFA Transaction Reporting Working Group meeting Monday 12 September | 14:00
This will be a virtual meeting; if you or your colleagues would like to join the meeting would you please email Heidi Bryant to confirm your attendance and she will send a calendar invite with video conference link. 16:00
The next meeting of the Operational Resilience Working Group will take place on Tuesday 20 September from 14:00 16:00. At this meeting, PwC will be giving updates on Operational Resilience and the new 'critical' third parties regime, which aspects of Operational Resilience firms should be looking at next and how firms could approach making the ongoing management and monitoring of Operational Resilience a 'Business As Usual' activity. We will also be exploring the interplay between Operational Resilience and Consumer Duty.
The FCA Board is looking to appoint one ESG specialist and one mortgage adviser to the FCA Smaller Business Practitioner Panel, an independent statutory body representing the views of small and medium sized regulated firms. This is an opportunity to help shape the FCA’s strategy and policy direction at a time of significant change in UK financial services
Clickregulation.hereto view the job advert.
MSCI PIMFA Index Series’ New asset allocations effective 1 September
The next meeting of the Transaction Reporting Working Group (TRWG) will take place on Monday 12 September from 14:00 16:00. You may have seen the list of transaction reporting issues raised by the working group, which we sent to the FCA's Markets Reporting Team last month. Representatives from the Markets Reporting Team have reviewed the list of issues and have offered to attend the next Working Group meeting to provide clarification of existing guidance and expectations. This will be a hybrid meeting; if you or your colleagues would like to join the meeting, either in person or via a video conference link, would you please email to confirm your attendance. This will be a hybrid meeting; if you or your colleagues would like to join, either in person or via a video conference link, would you please email Heidi Bryant to confirm your attendance.
The PIMFA Indices Committee have agreed changes to the portfolio weights of the MSCI PIMFA Index Series’. The changes will apply from Thursday 1st September 2022 and details will be listed on the PIMFA website Tuesday 30th August 2022 and changes to the current asset allocation tables updated on the morning of 1st September 2022.
Vacancies on the FCA Smaller Business Practitioner Panel
To view the current asset allocation for the MSCI PIMFA Private Investor Index Series, click Tohereview the current asset allocation for the MSCI PIMFA Equity Risk Index Series, click here The FCA are actively encouraging applications from across as wide a pool as possible. The deadline for applications is Sunday, 2 October. More information about the Smaller Business Practitioner Panel here More information about all the FCA’s statutory panels is here Latest PIMFA Press Releases: PIMFA welcomes extension of the Consumer Duty implementation PIMFAtimelineannounces shortlist for second Diversity & Inclusion PIMFAAwardsupdates Future of Supervision paper and calls for more improvements from the Financial Conduct Authority Press Coverage Professional Pensions: Changes to unsuitable DB transfer redress CityAM:planned Consumer Duty set to deliver ‘biggest regulatory overhaul in a decade’ for financial services MoneyAge: FCA confirms final guidance on Consumer Duty rules Press Coverage Insurance Post: A ‘thorough review’ of approach towards retail customers needed as FCA unveils new Consumer Duty rules FT Adviser: Industry welcomes consumer duty extension despite 'tight TomMoneytimelines'Marketing:Selby:FCAtakes a step in the right direction with Consumer Duty now it’s time to finally address the advice gap THE PIMFA ESG ACADEMY FOR WEALTH MANAGERS Get the ESG knowledge and confidence you need to take advantage of the rising demand for sustainable investment products, and keep pace with the rapidly changing ESG landscape. Click here to find out more
EVENTS & LEARNING PIMFA Compliance Conference 28 September | 08:30 16:30 Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice Bringingworld. together a high level audience who can engage with the experts, this conference will facilitate fruitful discussions with opportunity for questions and networking. For more information and to register, please click here Virtual Roundtable: Overcoming Misconceptions And Finding Value In Property Investing Free event for members only 21 September 2022 | 09:00 10:30 This PIMFA Breakfast Roundtable event in partnership with TIME Investments will be discussing five of the common misconceptions of investing in property and explains why commercial real estate investment is a valuable addition to a portfolio for today’s long term investors. For more information and to register, please click here PIMFA WEEKLY NEWS BULLETIN | 30 AUGUST 2022 PRESS RELEASES ABOUT PIMFA D&I AWARDS WEALTHTECH
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