The UK’s wealth management and financial planning sector is a genuine example of a world leading industry.

This sector supports UK consumers from all backgrounds, across all stages of their lives. Our member firms help people save and take their first steps on the housing ladder, plan for retirement, take care of later life matters and everything in between. When doing this, our member firms help strip away the complexity of financial decision making and give millions of UK consumers certainty and confidence about their financial decisions.

We want to equip consumers with the tools and incentives necessary to save and invest for their financial futures. By creating a culture of thriving financial health, we can promote long-term investments that benefit individuals and also support the broader UK economy. This approach drives growth in productive assets creating a robust foundation for sustained economic prosperity.

In this agenda for Government, PIMFA outlines a series of initiatives we believe will help build a culture of thriving financial health throughout this Parliament and beyond. Achieving these initiatives relies on the collaboration of the Government, the Regulator and wider stakeholders.