Elephants Don’t Forget is delighted to announce their associate membership of PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry.
Elephants Don’t Forget is a global leader in AI-driven employee competence improvement, providing services and solutions tailored to the needs of the financial services sector.
As the financial services sector faces heightened supervisory scrutiny in 2026, Elephants Don’t Forget’s specialist range of technology and services are designed to help firms improve employee compliance, performance, and cultural evidence, as well as consumer outcomes.
Central to this collaboration is Clever Nelly, Elephants Don’t Forget’s multi-award-winning AI, and its latest offering to the sector: Consumer Duty Insight (CDi).
Developed in collaboration with industry experts and regulatory practitioners, CDi enables firms to continually diagnose, embed, and benchmark their end-to-end Consumer Duty cultural and competence programmes.
Adrian Harvey, Chairman and Co-Founder of Elephants Don’t Forget, commented:
“PIMFA was our first-choice organisation to partner with for our new CDi offering. They genuinely represent the wealth and investment sector, which is characterised by a large number of mid-market firms that arguably face the toughest tests in evidencing their Consumer Duty compliance.
While smaller firms often benefit from a degree of proportionality not always afforded to those in the mid-market, PIMFA is helping to ease this burden by extending CDi to their members at preferential rates. Furthermore, they provide the ideal platform for collating and publishing the resulting benchmarking data. We are incredibly excited by this collaboration and expect it to serve as the blueprint for similar partnerships with trade associations across other sectors.”
Richard Adler, Chief Commercial Officer at PIMFA, added:
“With the FCA’s emphasis on Consumer Duty data output and peer benchmarking, PIMFA’s partnership with EDF is timely, and we look forward to working with them on this important project and many others to come.”
Elephants Don’t Forget will also be taking a leading strategic role in the upcoming PIMFA Conduct & Culture Roundtable 2026, scheduled for Thursday, 23 April 2026.
This free, in-person event for senior management is designed specifically for those responsible for setting, challenging, and evidencing culture within the wealth sector. It offers a vital forum for leaders to discuss the practicalities of meeting the FCA’s high standards for firm-wide cultural improvement.