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PIMS offers financial planning professionals the opportunity to:
  • meet potential new product & service providers
  • listen to industry thought leaders, as well as directly contributing in conference and workshops
  • develop your personal network of financial planning industry peers
  • obtain CPD certificate after the event with your CPD credit
Attendance as a financial planning business owner or manager delegate is free of charge, but by personal invitation only.

Already have an invite?

Complete your registration form here.



Need an invitation?

Contact us on +44 (0) 20 8487 2200 to request an invitation.


The Format
The Format
  • Learn. Network. Meet.
    PIMS will combine conference sessions, peer networking and supplier meetings into a time efficient and focused event that is unique to you.

    No time wasted
    Using our unique appointment system, we'll make sure that your valuable time is not wasted and that you are engaged learning about topics that are interesting to you and your business whilst meeting suppliers who you have chosen to meet based on your upcoming needs.

    Expertly organised and delivered
    Based on your choices, we'll let you know before the event who you are due to meet and which conference sessions you are attending via our on line event management systems. We'll also make all the pertinent information available for download after the event including material from the conference sessions and details of all the supplier companies you have met with on board.

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Networking
Networking
  • PIMS UK brings together owners and senior managers from UK financial planning businesses over 2 days providing various networking opportunities with your peers. Discuss current issues in conference sessions, develop relationships over a drink and create new connections over mealtimes, returning to the office with new ideas, new strategies and new networks.

    Get in touch with us if you would like to see the full list of delegates attending in 2018.
Sample Itinerary
Sample Itinerary
  • So now you know about the event format, here’s a taster of what your itinerary might look like. You select the conference sessions you want to attend, the suppliers you want to meet and which informal networking options you like. You create your own itinerary and make the best use of your time.


    Thursday, 24 May

    09:30 – 11:00  Registration
    11:00 – 12:00  Opening Keynote
    12:00 – 13:30  Lunch Meetings
    13:45 – 15:45  Conference / One-to-One Meetings
    15:45 – 16:00 Break
    16:00 – 18:00 Conference / One-to-One Meetings
    18:00 – 19:00 Free Time
    19:00 – 19:50 Speed Meetings
    20:00 – 22:00 Dinner Meetings

    Friday, 25 May
    08:00 – 08:45 Breakfast Meetings
    09:00 – 12:00 Conference /One-to-One Meetings
    12:00 – 13:15 Lunch Meetings
    13:30 – 15:30 Conference / One-to-One Meetings
    15:30 End of Forum

     

Testimonials
Testimonials
  • "A fantastic event and I can honestly say I wish I had been before". Simon Munday / Prosperity IFA

    "Excellent event. Great organisation, great venue. Met some really genuine people. Refreshing and new innovative thoughts and ideas to take away". Roy Blacker / LifePlanning Solutions

    "Good experience and worthwhile spending time away at this industry event". Paul Alker / Vantage Ltd

    "An excellent event, superbly organised. Great app. Great to meet likeminded individuals. Incredibly valuable and hope to get invited next year". Mike LeGassick / Manning and Company

    "The most exceptional" Mark Stokes - Lewis Chambers - PIMS 2017

    "Excellent. Very efficient. Good use of time. Variety of presentations/meetings. Very professional". Paul Ward - Argyle Consulting - PIMS 2017

    "Good time spent seeing companies I wouldn't usually see, getting some time away to plan and some excellent ideas and new tools both from panel and keynote/speaker sessions and other delegates and providers". Julian Bradshaw - Smith and Pinching Financial Services Ltd - PIMS 2017

    "Excellent networking event" Neil Duthie - Simpson Wood Financial Services Ltd - PIMS UK 2017

    "As always - First Class". Andrew Pople - MAP Financial Ltd - PIMS 2017

    "Very professional, well thought through and balanced appropriately. There is time to learn, build relationships, and understand the connections between the supply chain and the end user. It's a very good forum to bring you away from day to day life, pause, collect thoughts of the long-term in a different environment". Mark Newman - Prosperity Financial Advisors & Stockbrokers Ltd - PIMS 2017

    "PIMS provides the opportunity to deal with the right people on a one to one basis and lets you get the job done in a fantastic setting in a relaxed manner. Best conference by far". Mark Robinson - Antrams - PIMS 2017

    "Very good indeed. This was an excellent opportunity to engage with key providers and influencers. Panel debates were well chaired with relevant content and good subject matter. I would look forward to attending further events if so invited". David Hanna - Hanna Hillen Financial Services - PIMS 2017

    ''An excellent event, superbly organised. Great to meet likeminded individuals. Incredibly valuable conference and hope to get invited next year''. Mike IFA LeGassick Financial Lifestyle Planner Manning & Company

    “Probably the most enjoyable and useful event I have attended in my financial services career”
    John Chadwick - Chadwick's Independent Financial Advisers - PIMS 2017

PIMS Readership Survey
PIMS Readership Survey
  • After each PIMS UK Forum, Richmond Events undertakes a detailed readership survey amongst the delegates, examining their views on weekly and monthly publications in the industry.

    To view the full report click here

General Enquiries:

UK
T: +44 20 8487 2200
F: +44 20 8487 2300
general@richmondevents.com

USA
T: +1 212 651 8700
F: +1 212 651 8701
general@richmondevents.com

Switzerland
T: +41 61 335 94 44
F: +41 61 544 74 44
general@richmondevents.com

Italy

T: +39 02 312009
F: +39 02 3313976
general@richmondevents.it

Get in touch

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