Saafehouse joins PIMFA as an associate member
Saafehouse has joined PIMFA, the trade association for the personal investment management and financial advice industry, as an associate member.
The membership brings Saafehouse into one of the UK's leading communities for wealth management and advice firms, and reflects a shared interest in raising standards around how the industry safeguards client money and assets. As an associate member, Saafehouse will take part in PIMFA's working groups, events and policy discussions, contributing a technology perspective to the conversation on operational resilience and client asset protection.
Saafehouse builds software that helps regulated firms manage client money and asset custody with less manual effort and a clearer audit trail — automating reconciliations, record-keeping and reporting so that compliance teams can evidence control rather than reconstruct it. Client asset protection, and the CASS regime that underpins it, remains one of the most scrutinised areas of financial services, and one where firms continue to carry significant operational and regulatory risk.
Through its PIMFA membership, Saafehouse hopes to work alongside member firms and the wider community to explore how the next generation of CASS operations could look: more automated, more transparent, and more resilient by design.
“We’re delighted to join PIMFA and to become part of a community that cares deeply about protecting clients and improving standards across the industry,” said Stephen Doherty, CEO of Saafehouse. “Safeguarding client money and assets is too important to be left to spreadsheets and manual processes. We’re looking forward to working with PIMFA members to explore what the future of CASS could look like, and to play our part in making it more robust for firms and their clients alike.”
Saafehouse will be taking part in PIMFA events over the coming months and welcomes the opportunity to connect with member firms interested in modernising their client money and asset custody operations.