PIMFA - Personal Investment Management & Financial Advice Association

"The power of the suit gives confidence. If you look confident it speaks volumes about the company you are representing". Liz Field MSc, concludes the first day of the #PIMFAWomenSymposium25 by conducting a fireside chat with Kathryn Sargent, the first female Master Cutter on #SavilleRow. 🚧Obstacles faced in a male dominated industry - not being taken seriously by colleagues or clients. 🏃♂️To overcome this - getting to know clients and understand what they need as an individual, being reliable in advice helps to maintain long term relationships. As with clothes individuality is important. Stay with our instincts and be honest as clients don't fit one mould. Don't be afraid to gently tell your clients if they are wrong about something as a tailor would with making a clients outfit. #tailoring #financialadvice

"Be brave enough to make big, tough decisions, and be consistent in your determination" As day 1 of #PIMFAWomensSymposium25 comes to an end, Liz Field MSc, Chief Executive of PIMFA - Personal Investment Management & Financial Advice Association, is joined by a panel of female leaders in finance including Charlotte Davies from Evelyn Partners, Tracey Davidson from Hampden Bank, and PIMFA Board Member, Camilla Stowell to reflect on what it really means to lead as a woman in the industry: the lessons, the challenges, and the future we want to build.   #Womeninfinance #Inclusion

What does it take to lead with impact?   For the final session of #PIMFAWomensSymposium25 day 1, Liz Field MSc, Chief Executive of PIMFA - Personal Investment Management & Financial Advice Association along with a panel of senior leaders from Evelyn Partners Hampden Bank and Rathbones Group Plc will be exploring women in leadership and being a female leader in the industry.   Stay tuned!   #Womeninfinance #Inclusion #femaleleaders

Life on earth as we know it will be significantly impacted If global temperatures rise by 2°C How are regulators responding to this? With ESG under increasing scrutiny, at #PIMFAWomensSymposium2025, Catalina Secreteanu of Morningstar Sustainalytics explored how both companies and investors must move beyond publishing commitments and instead focus on real, measurable change. #SustainableFinance

Planning for your children's future is something all parents care about. In one of the four streams at today's #PIMFAWomentSymposium25, Sarah Wallace at The Just Finance Foundation discusses how parents can prepare their children with financial skills. Some interesting stats: 🗨️51% of parents that they could cause financial anxiety by discussing money with their children. 🎓26% of young people (18-21) say they received financial education at school 🧒73% of children turn to their parents or family members for financial advice 🚲From the age of 7 years children's money habits are already formed. What values do you want your children to inherit? #TheJustFinanceFoundation has a book called Milo's money full of resources to help educate children about finances and help deliver the message through schools. #childrensfinancialfuture #financialskills

Authenticity at work builds trust, connection, and stronger teams. At #PIMFAWomensSymposium25 our panel discuss ‘Being Authentic- comfort in being yourself at work and in life’. Chaired by Erica Whyte, our panelist’s, Philip Allen, FLPI , Fiona Kidy and Emma Henley-Davies discuss why many of us face imposter syndrome and pressure to fit in. Key points: -Being genuine builds stronger relationships. -Overcoming self-doubt takes time and support. -Bringing your whole self creates inclusive, thriving cultures. Be confident in who you are, and you’ll attract the right people. True leadership comes from embracing your unique strengths and recognising your values. #authenticity #leadership

'Women's life events - understanding the impact of divorce, the gender pensions gap and care responsibility trends'. This is the conversation being held in the investment topics stream of this afternoon session of the #PIMFAWomenSymposium25 between Charlotte Lambeth at Charles Stanley , Hollee Vivian LLB (hons) FPFS at Aberdeen Financial Planning, and Roxy Z. at Howden Insurance Brokers Limited. Takeaway points: Life changing events that you need to discuss with your clients: 💶Ways women can help reduce the gender pensions gap. 💍The impact of divorce - what you can put in place for your clients in this position. Only 7% of couples divorcing only seek financial advice. Include any disclosure you have on divorce in your literature. 🗨️ Bereavement - be empathetic and don't assume how your clients are feeling. Treat your clients with vulnerabilities as human individuals and listen more than you talk. 👶🧓 Care giving - the burden tends to fall on women rather than men whether it be children of parents. 59% of unpaid carers are female. This has an impact on juggling work and caring loved ones. It has an impact on their financial status, health and anxiety. Take the cost of care into consideration with your clients. #pension #pensiongap #financialadvice

For every £1 of equity investment in the UK, only 2p has gone to fully female funded businesses. At #PIMFAWomensSymposium25, Justina Best from RBC Brewin Dolphin, Jo Goodall from luna, Justine Randall from Tatton Investment Management Limited and Alexandra Daly from the Council for Investing in Female Entrepreneurs are diving into the real-world experiences of women founders, and what the industry must do to better support their growth. A powerful conversation on the many different roles women have to fulfil and how women can navigate entrepreneurship when it constantly feels like they’re selling their products and ideas to men.   #FemaleFounders #FemaleEntrepreneurs #Entrepreneurship

Day 1 of PIMFA’s Women Symposium has seen a huge turn out with over 500 delegates. This morning’s sessions have seen an array of fantastic speakers and the agenda for this afternoon will not disappoint. #PIMFAWomenSymposium25 #womeninwork #leadership

Christine Ross from Handelsbanken is now sharing fresh insights from the Gender Wealth Survey at #PIMFAWomensSymposium25 which found that financial responsibilities are consistently gendered, and women are not confident in their personal financial choices. Her insights shed light on how better understanding of female clients’ financial behaviours and aspirations can unlock long-term value for advisers. “It’s not just the advice, it’s not just the investment, it’s the relationship” #GenderWealthGap #ClientUnderstanding #WomenAndFinance