TISA - Tax Incentivised Savings Association - Releases

Jane Goodland and Gregg McClymont join TISA Board

TISA, the investments and savings membership organisation, has announced that Jane Goodland, Responsible Business Director at Quilter Plc, and Gregg McClymont, Head of Retirement at Aberdeen Standard Investments, have joined its Board as Non-Executive Directors.

Joining the existing 10 Non-executive directors, former Member of Parliament and Shadow Minister of State for Pensions, Gregg McClymont brings with him experience from across both Parliament and the financial sector. Gregg is a retirement expert with a focus on pensions solutions and long-term savings and is also currently Chair of the Board of Directors for the Pension Quality Mark.

In his current role, Gregg is the Head of Retirement at Aberdeen Standard Investments, a position he has held for three years.

Joining Gregg is Jane Goodland, currently Responsible Business Director at Quilter plc. Jane has over 20 years experience in financial services, having worked across asset management and investment consulting focusing on sustainable investment in roles for HSBC, Janus Henderson and Willis Towers Watson. Jane is also a driving force behind the TISA initiated project KickStart Money a collaborative 1million industry project that is facilitating financial education in primary schools.

After a very successful industry career, current TISA Non-executive director Richard Freeman will be retiring from Quilter plc. Richard has agreed to continue his involvement with TISA and will remain a TISA independent NED.

Jane Goodland, Responsible Business Director at Quilter, said: TISAs commitment to ensuring good practice for consumers makes joining the Board an exciting prospect. Im delighted with my appointment and hope to bring further expertise to the Board and TISA strategy development through my experience in responsible investment and sustainable business and my commitment to addressing diversity issues within our industry.

Gregg McClymont, Head of Retirement at Aberdeen Standard Investments, said: Helping to ensure consumers have the best options when it comes to saving for their future is a worthy cause, and I hope my experience both as head of Retirement Savings and as a former Shadow Minister for Work and Pensions can strengthen TISAs continued commitment to consumers.

Clive Shelton, TISA Chairman said: We are excited to welcome Jane and Gregg to the Board. Their diversity of experience and combined passion for consumer focus will ensure that TISA continues to meet the varied needs of our broad membership base, while also delivering the best options for consumers. I also thank Richard Freeman for his enthusiastic support and contribution to TISA. In particular, Richards expertise in distribution has been an invaluable help as TISA developed its strategic policy towards ensuring UK consumers can access the financial guidance they need.

Ends

Issued on behalf of TISA by Atlas Partners, for further information please contact:

Sarah Evans, telephone: 020 7183 7154 or 07523609413, email sarah.evans@atlas-partners.co.uk Email: tisa@atlas-partners.co.uk

Notes for Editors

TISA is a unique, consumer focused membership organisation. Our aim is to improve the financial wellbeing of UK consumers by aligning the interests of people, the financial services industry and the UK economy. We achieve this by delivering innovative, evidence-based proposals to government, policy makers and regulators.

TISAs growing membership comprises more than 190 firms involved in the supply and distribution of savings and investment products and services. These members represent all sectors of the financial services industry, including asset managers, insurance companies, fund managers, distributors, building societies, investment managers, third party administrators, FinTech, consultants and advisers, software providers, financial advisers, pension providers, banks and stockbrokers.

Current themes of TISA policy work include:
Brexit: developing proposals for government that will enable the savings and investments sector to prosper on a global scale
Digitalisation: a digital identity for consumers of financial services, innovation, standards and data responsibilities
ISAs: LISA, simplification of the regime
Retirement saving: the Auto Enrolment review, self-employed and pension tax relief
Housing: the use of property to supplement retirement income
Guidance: developing a framework and services to make guidance more widely available
Education: supporting the education of young people to make them aware of the impact of finance on their life.

TISA also provides support on a range of operational and technical issues targeted at improving infrastructure and processes, standards of good practice and the interpretation and implementation of new rules and regulations. TISA has a successful track record in working cooperatively with government, regulators, HMT, DWP and HMRC to improve industry effectiveness by reducing cost and risk and to enhance customer outcomes. This work currently includes: MiFID II, CASS, the UK Fund Trading & Settlement initiative and Payments Strategy Forum. TISA Exchange (TeX) is providing a model for transfers and re-registrations.