TISA - Tax Incentivised Savings Association - Releases

TISA strengthens management team

TISA, the investments and savings membership organisation, has expanded its senior management team with three new appointments:

Harry Weber-Brown Digital Innovation Director
Theresa Gibson Head of Marketing, Sponsorship and Events
Andy Gordon Regulation Executive.

Harry Weber-Brown joins the permanent staff having managed TISA's key digital projects. In his new role he will direct TISAs digital innovation programme including an industry initiative to deliver a Digital Identity for consumers of financial services products, MIFID II Industry Standards & Solution, Open Asset Management, the Savings and Investments Dashboard and TISAs growing work on Open Standards. Harry has over 20 years experience working in digital strategic planning and delivery across financial services in the UK and Europe and in the commercial, public and not-for-profit sectors.

Theresa Gibsons role is to further develop TISAs marketing and communications with member firms, increase awareness of TISAs activity with stakeholders and enhance the promotion of the training and seminar programme. Theresa has wide ranging marketing experience from across the retail sector including event creation, management and sponsorship.

Andy Gordon will work alongside Jeffrey Mushens, TISAs Technical Policy Director, to extend the support we offer members and the broader market on the interpretation and implementation of new legislation and regulation. In particular, Andy will lead the drive to enable more representatives from member firms to join TISA technical working groups and update the market through an extended regulatory seminar and training programme. Andy has extensive senior level experience across a broad cross-section of financial services companies and possesses an extensive knowledge and understanding of regulation and the support firms need to achieve and retain compliance.

Commenting on these appointments David Dalton-Brown, TISAs Director General said:

TISA has gone from strength to strength over the past 12 months and I am delighted that this has enabled us to expand the management team with these key appointments.

Our membership continues to rapidly increase with more new members in the pipeline. We are delivering on significant consumer focussed, industry projects including digital developments, digital open standards, childrens education and savings, guidance, retirement planning, MiFID II and other regulatory implementation. Our strategic policy work is also increasingly recognised by Government Ministers, departments and regulators.

The appointments of Harry, Theresa and Andy will enable us to focus resources on the key areas, continue to grow our activity and support our drive to promote better financial futures for consumers and deliver added value to our members.

Ends.

Issued on behalf of TISA by Atlas Partners, for further information please contact: Sarah Evans, telephone: 020 7183 7154 or 07523 609413, 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.