TISA - Tax Incentivised Savings Association - Slides From Events

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Slides from Events

MiFID II EMT and Costs & Charges (14 September)
  1. MiFID II EMT and Costs & Charges (3,586 kb)
  2. Approach to Implementation of MiFID II Costs & Charges Disclosures v16 (DRAFT) (2,308 kb)
Implementing MiFID II for Retail Business (11 July) (1,752 kb)

SMCR Seminar (29 June)
  1. Jane Stoakes, Duff & Phelps (303 kb)
  2. Presentations (1,443 kb)
Robo-Pensions: The Digital Revolution Seminar (24 May)
  1. Robo-Pensions: The Digital Revolution Seminar (24 May) (2,928 kb)
  2. Dunstan Thomas (2,587 kb)
CASS Seminar Edinburgh 28th February (2,310 kb)

Data seminar (9 February) (825 kb)

CASS Seminar London - 24th January 2017 (3,006 kb)

New Anti-Money Laundering Directive - staying a step ahead (25th October) (2,074 kb)

AGM & Discussion Forum - Brexit (470 kb)

CASS Seminar (11th October) (3,281 kb)

LISA Seminar London (4 October) (2,670 kb)

MiFID II Seminar London (28 September) (2,449 kb)

MiFID II Seminar Edinburgh (26 September) (2,735 kb)

Secondary Annuity Market Seminar 30th June 2016 (2,325 kb)

LISA Conference 30th June 2016 (3,019 kb)

How to CLICK with your customers in the FinTech revolution 28th June 2016 (7,718 kb)

LISA Conference 27th June 2016
  1. LISA Conference 27th June 2016 (2,269 kb)
  2. Richard Parkin, Fidelity (109 kb)
What makes a good mastertrust? 20th April 2016
  1. Andrew Warwick-Thompson, The Pensions Regulator (122 kb)
  2. Nigel Waterson, NOW: Pensions (617 kb)
  3. Matthew Doyle, PLSA (277 kb)
  4. John Moret, MoretoSIPPs (607 kb)
  5. Trevor Best, Corpad (98 kb)
P2P Seminar 19th April 2016
  1. Jake Wombwell-Povey, Goji Holdings Ltd (262 kb)
  2. Simon Turner, HMRC (113 kb)
  3. Monica Gogna, Ropes and Gray (115 kb)
MiFID Seminar 9th March 2016
  1. Jennifer Shelley, IFDS (548 kb)
  2. Nicky Young, Standard Life (360 kb)
  3. Jacqui Hughes, KPMG (591 kb)
  4. Florian van Megen, The Investment Association (529 kb)
  5. Michael Lewis, Pinsent Masons (111 kb)
TISA Seminar: CASS Oversight - 8 March
  1. Frazer Watkins, IFDS (974 kb)
  2. Ash Saluja, CMS Cameron McKenna LLP (87 kb)
  3. Shaid Moughal, Standard Life (300 kb)
  4. Karen Bond, Walbrook Partners (207 kb)
  5. Jennifer Duncan, KPMG (185 kb)
CASS All Day Conference - 2 March 2016
  1. Jane Moore, FCA (82 kb)
  2. Debbie Ives, IFDS (564 kb)
  3. Ash Saluja, CMS Cameron McKenna LLP (90 kb)
  4. Karen Bond, Walbrook Partners (447 kb)
  5. Nick Kinseley, BNY Mellon (86 kb)
  6. Andrew Clark, Cofunds and Shaid Moughal, Standard Life (341 kb)
  7. Richard Faulkner, KPMG (255 kb)
  8. Robert Forbes, RBC Investor & Treasury Services (205 kb)
Financial Advice Market Review Engaging consumers and enhancing access
  1. Carl Pheasey, MAS (1,328 kb)
  2. Tony Stenning, BlackRock (293 kb)
  3. Steve Jenner, Henderson Global Investors (196 kb)
  4. Charles McCready, TISA (79 kb)
The New Retirement Income Landscape - 20 January 2016
  1. Rob Yuille, ABI (331 kb)
  2. Christopher Nichols, Standard Life (575 kb)
  3. Gavin Casey, Aegon (377 kb)
  4. Keith Webster and Paul Edmondson, CMS Cameron McKenna LLP (95 kb)
  5. Joanne Segers, PLSA (225 kb)
The New Retirement Landscape - 14 January 2016
  1. Rob Yuille, ABI (331 kb)
  2. Christopher Nichols, Standard Life (575 kb)
  3. Adrian Boulding, Pension Quality Mark (92 kb)
  4. Ian Naismith, Scottish Widows (595 kb)
  5. Gavin Casey, Aegon (377 kb)
  6. Keith Webster and Paul Edmondson, CMS Cameron McKenna LLP (95 kb)
Common Reporting Standards Seminar (9 December 2015)
  1. Chris Orchard, HMRC (463 kb)
  2. Robert Johnston, IFDS (378 kb)
  3. Ali Hasan Kazimi and Rob Smith, Mazars LLP (255 kb)
  4. Mark State, Fidelity (84 kb)
Cyber Crime Seminar (8 December 2015)
  1. John Rigby, AlixPartners (354 kb)
  2. Ashley Roughton, NABARRO LLP (159 kb)
  3. Luke Scanlon, Pinsent Masons LLP (549 kb)
TISA Annual Conference 2015 (18 November 2015)
  1. David Dalton-Brown (559 kb)
  2. Bob Ferguson (501 kb)
  3. John Salmon (1,225 kb)
  4. Tony Solway (259 kb)
  5. Don Thibeau (2,503 kb)
AGM/Discussion Forum (30 September)
  1. Anna Cartwright, HM Treasury (212 kb)
  2. Simon Turner, HMRC (382 kb)
  3. Gareth Miller, Grant Thornton (4,228 kb)
  4. Charles McCready, TISA (492 kb)
MiFID II Seminar (29 September)
  1. Michael Wainwright, Dentons LLP (77 kb)
  2. Stephen Hanks, FCA (97 kb)
  3. Dan Hedley, Fidelity (50 kb)
  4. Sally Rigg, KPMG (694 kb)
  5. Simon Andrews (169 kb)
Consultation on Pensions Tax Relief (15 September)
  1. Hugh Nolan, JLT Employee Benefits (191 kb)
  2. Charles McCready, TISA (141 kb)
  3. Giles Lenton, The Wisdom Council (288 kb)
  4. Rosy Anand, L&G Plc (49 kb)
  5. Tom Riley, Nationwide (164 kb)
Preparing for MiFID ll (30 June)
  1. Sally Rigg, KPMG (840 kb)
  2. Stephen Hanks, FCA (631 kb)
  3. Dan Hedley, Fidelity Worldwide Investments (833 kb)
  4. Michael Lewis, Pinsent Masons LLP (472 kb)
  5. Samantha Seewoosurran, Newgatge Communications, Brussels (1,294 kb)
  6. Chris Selden, IFDS (664 kb)
Guidance Deconstructed for life, not just at retirement (11 June)
  1. David Moffat, IFSD (641 kb)
  2. Paul Boscott, FairLife (435 kb)
  3. Nick Webb, JPMorgan (134 kb)
  4. Gillian Lofts, EY (180 kb)
Launch of industry and Government Policy Proposals by The Savings and Investments Policy project
  1. Tony Stenning, BlackRock - Introduction (97 kb)
  2. Greg Davies, Barclays (949 kb)
  3. Carlton Hood, Old Mutual (256 kb)
  4. Angela Byrne, RBS (191 kb)
  5. John Salmon, Pinsent Masons (194 kb)
  6. Peter Smith, TISA (151 kb)
  7. Adrian Boulding, L&G Plc (147 kb)
  8. Tony Stenning, BlackRock (161 kb)
Meeting the challenges of CASS requirements for June 1st (9 February)
  1. Karen Bond, Walbrook Partners (300 kb)
  2. Ash Saluja, CMS Cameron McKenna LLP (179 kb)
  3. Nigel Banfield, Banfield Business Solutions (101 kb)
  4. Jeffrey Mushens, TISA (45 kb)
  5. John Thiede, Sidley Austin LLP (101 kb)
  6. Richard Faulkner, KPMG (79 kb)
Pension Reforms: The Impact on Providers and Customers - (9 December 2014)
  1. Tim Gosden, L&G Plc (1,092 kb)
  2. Polly Fortune, DWP (107 kb)
  3. Kenn Taylor, Grant Thornton LLP (51 kb)
  4. Alan Walker, Capgemini Consulting UK (463 kb)
  5. Paul Johnson, IFS (347 kb)
  6. Maggie Craig, FCA (86 kb)
  7. Ben Franklin, ILC UK (1,564 kb)
TISA Annual Conference 2014 (12 November 2014)
  1. Tony Solway, TISA (195 kb)
  2. Tony Stenning, BlackRock (166 kb)
  3. Greg Davies, Barclays (934 kb)
  4. Summary (405 kb)
Understanding EU Policy & Regulatory Proposals Seminar (6 November 2014)
  1. Samantha Seewoosurrun, Newgate Communications (1,812 kb)
  2. Wim van Velzen and Jean de Ruyt, Covington & Burling LLP (441 kb)
  3. Charlotte Hill, Covington & Burling LLP (52 kb)
  4. Katharine King, FCA (82 kb)
  5. Richard Metcalfe, IMA (117 kb)
AGM & Discussion Forum (15 October 2014)
  1. Anthony Holland_Kinetic Partners LLP (730 kb)
  2. Kenn Taylor_Grant Thornton LLP (44 kb)
  3. Jon Gwinnett_Nucleus Financial (446 kb)
  4. Peter Shipp_TISA (337 kb)
The Looming Pension Transfers Challenge (10 July 2014)
  1. Jeffrey Mushens, TISA/TeX (178 kb)
  2. Toni Clark, Department for Work and Pensions (136 kb)
  3. Jamie Jenkins_StandardLife (485 kb)
  4. Paul Pettitt_Origo (1,082 kb)
  5. Simon Laight_Pinsent Masons (282 kb)
  6. Ben Cocks_Altus Ltd (1,037 kb)
CASS: A New World - The Why, Where, How and When (8 July 2014)
  1. Jeffrey Mushens, TISA (171 kb)
  2. Martin Digweed, IFDS (996 kb)
  3. Ash Saluja, CMS Cameron McKenna LLP (480 kb)
  4. Adam Gregory, IFDS (469 kb)
  5. Chris Selden, IFDS (689 kb)
  6. Susan Wright, IMA (111 kb)
  7. Kevin Huby, KPMG (2,033 kb)
Tax and the Single Platform (23 June 2014)
  1. Daniel Lyons, Deloitte LLP (77 kb)
  2. Tobin Ashby, Pinsent Masons LLP (328 kb)
  3. Rachel Hanger, KPMG (367 kb)
Our Financial Future - Key Findings from a State of the Nation Review (20 May 2014)
  1. Adrian Boulding, L&G Plc (746 kb)
  2. Sharon Chapman, BSA (179 kb)
  3. Tony Stenning, BlackRock (248 kb)
  4. Jackie Oatway, MAS (297 kb)
TISA Platforms - Change and Challenges (15 May 2014)
  1. Kevin Okell, Altus Ltd (973 kb)
  2. Mark Polson, the lang cat (2,886 kb)
  3. Matt Thomas, KPMG (116 kb)
  4. Jeffrey Mushens, TISA (74 kb)
  5. Peter Smith, TISA (223 kb)
Retirement - New Guidance: Open Industry Meeting (13 May 2014)
  1. Adrian Boulding, L&G Plc (121 kb)
  2. Robert Reid, Syndaxi Financial Planning (146 kb)
  3. Malcolm Small, IoD (31 kb)
  4. Jackie Oatway, MAS (53 kb)
The new ISA (April/May 2014) (711 kb)

Evolution of Distribution - 'What is the New Normal for Advisory Business Models and Are You Ready for the Challenges?' - 27 March 2014
  1. Jeremy Oakley and Matt Thomas, KPMG (641 kb)
  2. Patrick Ingram, Parmenion Capital Partners LLP (465 kb)
  3. Simon Chamberlain, Succession (238 kb)
  4. Richard Freeman, Intrinsic Financial Services (4,340 kb)
  5. Andrew Fisher, Towry (939 kb)
Discussion Forum - 5 March 2014 (782 kb)

TISA CP13/5 update and the current regulatory environment for CASS (13 February 2014)
  1. Paul Leech and Mike Williams, Deloitte LLP (55 kb)
  2. Jeffrey Mushens, TISA (537 kb)
  3. Kevin Huby, KPMG (292 kb)
  4. Jim Muir, AutoRek (953 kb)
  5. Karen Bond_Walbrook Partners (359 kb)
  6. Ash Saluja_CMS Cameron McKenna LLP (50 kb)
Financial Well Being - Key Challenges for UK Savers (6 February 2014)
  1. Michelle Cracknell, TPAS (370 kb)
  2. Mark Fiander, Money Advice Service (414 kb)
  3. Charlotte Clark, HM Treasury (129 kb)
  4. Mick McAteer (143 kb)
Discussion Forum - 16 October 2013 (365 kb)

Retirement Income - time for alternatives? (15 October 2013)
  1. Jackie Oatway, Money Advice Service (628 kb)
  2. Graham Vidler, NEST (782 kb)
  3. Adrian Boulding, L&G (269 kb)
  4. Alan Higham, Annuity Direct Ltd (287 kb)
Platforms - The Need for Innovation & Change (8 October 2013)
  1. Jeffrey Mushens, TISA (125 kb)
  2. Holly Mackay, The Platforum (3,363 kb)
CASS Seminar Edinburgh (1 October 2013)
  1. Ash Saluja, CMS Cameron McKenna LLP (49 kb)
  2. Karen Bond, Walbrook Partners (715 kb)
  3. Chris Golland, Standard Life (118 kb)
  4. Robert Hare, Lloyds Banking Group (171 kb)
  5. Paul Mitchell, BNY Mellon (966 kb)
CASS Seminar London (23 September 2013)
  1. Ash Saluja, CMS Cameron McKenna LLP (49 kb)
  2. Mark Lester, Walbrook Partners (715 kb)
  3. Chris Golland, Standard Life (118 kb)
  4. Robert Hare, Lloyds Banking Group (171 kb)
  5. Paul Mitchell, BNY Mellon (966 kb)
  6. Robert Forbes (58 kb)
'Evolution of Distribution - Are you prepared for the Real Challenge?' - 19 September 2013
  1. Bob Ferguson, FCA (187 kb)
  2. Matt Thomas, Jeremy Oakley, KPMG (771 kb)
TISA Data Quality Project: Proposal to Establish Industry Standard on Consumer Data (5 September 2013)
  1. Nigel Banfield, Data Quality ExCo - Chair (42 kb)
  2. Stephen Harmston, YouGov (153 kb)
  3. Steve Wilson, BSI (186 kb)
  4. Helen Coulson, TISA (176 kb)
  5. Nigel Banfield, Data Quality ExCo - Summary (30 kb)
Special Discussion Forum - 27 June 2013 (164 kb)

Pension and Savings Policy Briefing - 26 June 2013 (95 kb)

Electronic transfers Service, Strategy and STP Seminar (26 June 2013)
  1. Martin Morgan, BNY Mellon (390 kb)
  2. James Willson, KPMG LLP (53 kb)
  3. Malcolm Small, TISA (58 kb)
  4. Ben Cocks, Altus Ltd (648 kb)
  5. Trevor Brown, Bravura (78 kb)
European and Regulatory Development and Prospects Seminar 20 June 2013
  1. Katharine King, FCA (93 kb)
  2. Dan Hedley, Fidelity (58 kb)
  3. Stephen Rabel, Kinetic Partners LLP (145 kb)
  4. Michael Lewis, Bruno Geiringer, Pinsent Masons LLP (62 kb)
  5. Tom Wileman, BNY Mellon (53 kb)
TISA FATCA - the final countdown (3 June 2013)
  1. Michael Wainwright, Eversheds (36 kb)
  2. Leigh Pegrum, IFDS (164 kb)
  3. Robert Bridson, PwC (115 kb)
Demonstrating Suitability in Investment Advice - Current Issues and Potential Solutions (23 May 2013)
  1. Simon Morris, CMS Cameron McKenna LLP (89 kb)
  2. David Middleton, Towry (213 kb)
  3. Robert Reid, Syndaxi Financial Planning (190 kb)
  4. Stewart Cazier, Henderson Global Investors (111 kb)
Share classes, re-registration and the implementation of FCA PS13/1 (20 May 2013)
  1. Jeffrey Mushens, TISA (135 kb)
  2. Gavin Wilson, Fidelity (57 kb)
  3. Richard Barrett, IFDS (146 kb)
  4. Julian Webb, M&G Investmenst (54 kb)
  5. David Broadway, IMA (147 kb)
  6. Stephen Mohan (52 kb)
TISA Wrap Version 2 - Where now for the platform market? (9 May 2013)
  1. Shaun Crawford, Ernst & Young (963 kb)
  2. Hugo Thorman, Ascentric (673 kb)
  3. David Thompson, AXA Wealth (787 kb)
  4. Innes Miller, Standard Life (406 kb)
Distribution Models in 2014 (21 March 2013)
  1. Ian Smith, AXA Wealth Direct (138 kb)
  2. Tim Orton, Aviva UK&I Life (1,004 kb)
  3. Nick Cann, IFP (173 kb)
  4. Malcolm Kerr, Ernst & Young (1,301 kb)
Discussion Forum 6 March 2013 (277 kb)

Discussion Forum 17 October
  1. TISA Slides (153 kb)
  2. BACS Slides (71 kb)
Routes to Market after 2013 (27 Sept)
  1. Jonathan Hoar, DCisions (1,493 kb)
  2. Bill Wrest, Barclays (108 kb)
  3. Dave Jeal, Selftrade (644 kb)
  4. Roland Rawicz-Szczerbo, Time4Advice (6,387 kb)
Best Practice in CASS Governance, Oversight and Control (27 Sept) (563 kb)

Beware of CASS - a practical workshop for management exploring the challenges of CASS compliance (26 Sept)
  1. Simon Morris, CMS Cameron McKenna LLP (37 kb)
  2. Kevin Huby and Deborah Weston, Kinetic Partners LLP (310 kb)
  3. Ash Saluja, CMS Cameron McKenna LLP (46 kb)
Centralised Investment Propositions - The future for a growing market (20 Sept)
  1. Karen Bond, Navigant (123 kb)
  2. Tamara Cizeika, Eversheds (160 kb)
  3. Neil Stevens, SimplyBiz (956 kb)
  4. Tom Sheridan, Seven Investment Management (332 kb)
TISA - FATCA - Practical Issues for Fund Managers and Distributors (18 Sept)
  1. Robert Bridson, PwC (64 kb)
  2. Mark State, Fidelity Worldwide Investments (50 kb)
Best Practice in CASS Governance, Oversight and Control (7 Sept) (568 kb)

Beware of CASS - a practical workshop for management exploring the challenges of CASS compliance (6 Sept)
  1. Simon Morris, CMS Cameron McKenna LLP (132 kb)
  2. Kinetic Partners LLP (309 kb)
Beware of CASS - a practical workshop for management exploring the challenges of CASS compliance (21 June)
  1. CMS Cameron McKenna LLP (144 kb)
  2. Kinetic Partners LLP (318 kb)
Discussion Forum 14 June (500 kb)

When Advisers Leave, Who Owns the Client? (30 May)
  1. Robert Campbell, Faegre Baker Daniels (112 kb)
  2. Gillian Cardy, IFA Centre (85 kb)
  3. Chris Davies, engage partnership ltd (1,549 kb)
  4. Keith Richards, Tenet Group Ltd (35 kb)
  5. Mike Alford, Raymond James Financial Inc (385 kb)
VAT & RDR Pan Industry Briefing - 24 May 2012
  1. Alex Beattie, Deloitte (116 kb)
  2. David Coppins, HMRC (41 kb)
  3. Les Cantlay, engage partnership (407 kb)
  4. Peter Smith, L&G (44 kb)
Fund Pricing and the Future Competitive Landscape (17 May)
  1. Jill Holohan, Navigant (99 kb)
  2. David Moffat, IFDS (499 kb)
  3. Michael Wainwright, Eversheds LLP (37 kb)
The Changing World of Wraps and Platforms - challenges and solutions for 2012 (9 May 2012)
  1. Hugo Thorman, Ascentric (72 kb)
  2. Jim Jarvie, Skandia UK (1,342 kb)
  3. Stephen Mohan, TeX (107 kb)
  4. Clive Waller, CWC Research (1,730 kb)
  5. Paul Richards, Fidelity (566 kb)
  6. David Simpson, SEI (112 kb)
UK Retail Distribution - Where we are now and where we are going (22 March 2012)
  1. Jason Butler, Bloomsbury Wealth (1,132 kb)
  2. Neil Stevens, SimplyBiz Plc (321 kb)
  3. Kenn Taylor, Navigant (224 kb)
  4. Simon Morris, CMS Cameron McKenna LLP (47 kb)
  5. David Scott, Vestra Wealth LLP (75 kb)
Discussion Forum - 8 March 2012
  1. BACS Andy Hollingdale (133 kb)
  2. BACS last slide (40 kb)
  3. TISA slides (675 kb)
Pension Transfers and Small Pots - towards an industry solution? (21 February 2012)
  1. Dr Yvonne Braun, ABI (143 kb)
  2. Ben Cocks, Altus (524 kb)
  3. Paul Pettitt, Origo (297 kb)
  4. Darren Philp, NAPF (426 kb)
  5. Margaret Snowdon OBE, PASA (89 kb)
Regulatory Change - Comply and Compete (14 February 2012)
  1. Charlotte Hill, Stephenson Harwood Solicitors (108 kb)
  2. Katherine King, FSA (92 kb)
  3. Dan Hedley, Fidelity Worldwide Investments (33 kb)
  4. Richard Pettifer, KPMG LLP (160 kb)
Data Quality Open Industry Meeting - 8 February 2012
  1. Paul Smith, LV= (98 kb)
  2. Nigel Banfield, L&G (58 kb)
  3. Matt Trevett, Computershare Investor Services (150 kb)
  4. Victoria Holmes, The Pensions Regulator (39 kb)
  5. Margaret Snowdon OBE, PASA (84 kb)
  6. John Broker, ITM (196 kb)
Distribution of Retirement Solutions in the 'At Retirement' Market - 26 January 2012
  1. Professor David Blake, Pensions Institute (516 kb)
  2. Malcolm Small, TISA (57 kb)
  3. Jamie Jenkins, Standard Life (293 kb)
  4. David Burns, NMG Group (523 kb)
  5. Nigel Aston, DCisions (675 kb)
  6. Bob Bullivant, Annuity Direct Ltd (137 kb)

Conference Slides

TISA Annual Conference 2016
  1. Clive Shelton (330 kb)
  2. Nick Bayley (448 kb)
  3. Tony Stenning/Charles McCready (238 kb)
  4. Stephanie Flanders (354 kb)
  5. Dan Morgan (7,518 kb)
  6. Ruth Milligan (181 kb)
  7. John Greenwood (1,465 kb)
  8. Christopher Woolard (86 kb)
  9. David Dalton-Brown (332 kb)
TISA Annual Conference 2015
  1. David Dalton-Brown (556 kb)
  2. Bob Ferguson (499 kb)
  3. John Salmon (1,225 kb)
  4. Tony Solway (262 kb)
  5. Don Thibeau (2,499 kb)
TISA Annual Conference 2014
  1. Greg Davies, Barclays (934 kb)
  2. Tony Solway, TISA (195 kb)
  3. Tony Stenning, BlackRock (166 kb)
  4. Summary (405 kb)
TISA Annual Conference 2013
  1. Christopher Woolard (44 kb)
  2. Mick McAteer (181 kb)
  3. TISA speakers (66 kb)
  4. TISA Savings & Investments Policy Project (82 kb)
  5. Conference report (262 kb)