Slides from Meetings

PAIFs and TEFs Open Industry Meeting

1. Clive Shelton, TISA - A Regulatory Perspective (56 kb)
2. Melville Rodrigues, CMS Cameron McKenna LLP - Market Dynamics and Legal Guidance (48 kb)
3. Malcolm Richardson, M&G - Tax Update - a fund manager's perspective (61 kb)
4. Angela Nagarajah, HMRC - PAIFs and TEFs: Optional method for providing tax information to investors (1,175 kb)

Emergency Budget Implications (29 June)

1. Matthew Elliott, The TaxPayers' Alliance (652 kb)
2. David Hazelton, Raymond James (177 kb)
3. Richard Brown, HSBC (72 kb)

Social Media: what does it mean for your business? 22 June

1. Elaine Doherty - Logica (2,644 kb)
2. Alpesh Doshi - Fintricity (1,310 kb)
3. Mari Anne Snow - SophiaThink Consulting (1,890 kb)
4. Bob Pike - MDT Limited (5,529 kb)
5. Mike Driver - LogiCRM (1,032 kb)
6. Thomas Brown - Chartered Institute of Marketing (5,181 kb)

Discussion Forum - 17 June

1. Discussion Forum - TISA (212 kb)
2. Karen Bond - Navigant Consulting (164 kb)

Implementing SWIFT Messaging for re-registration (2,981 kb)

Wraps & Platforms - operating principles and practical issues

1. Daniel Egan - Barclays Wealth (349 kb)
2. David Moffat - IFDS (256 kb)
3. Rob Hudson - Chartwell Group (206 kb)
4. Kevin Okell - Altus Ltd (1,032 kb)
5. Steve Tully - FSA (28 kb)

RDR - Will it Work? Seminar

1. Nick Bamford, Informed Choice (160 kb)
2. David Burns, NMG Group (52 kb)
3. Frank Fletcher, Widewater Consulting (597 kb)
4. Richard Hobbs, Lansons Communications (47 kb)
5. Rob Hudson, Chartwell Group (128 kb)
6. Lucian Camp, Tangible Financial (324 kb)

Discussion Forum - 11 March 2010

1. Peter Brooke - Navigant Consulting (678 kb)
2. Nick Emmins - RBC Dexia Investor Services (582 kb)
3. TISA (62 kb)

Pension Briefing Session 11th February 2010 (42 kb)

TISA Annual Conference 18 November 2009

1. Trevor Williams - Lloyds TSB (392 kb)
2. Sheila Nicoll - FSA (156 kb)
3. Antony John - BNP Paribas Investment Partners (641 kb)
4. Julian Marr - Marketing-hub.co.uk (150 kb)
5. Karen Bond - Navigant Consulting (431 kb)
6. The Rt Hon Theresa May MP (99 kb)

Personal Accounts Seminar - 5 November

1. Rachel Vahey - Aegon (147 kb)
2. Jim Bligh - CBI (38 kb)
3. Ian Richards - Independent Consultant (85 kb)
4. Helen Dean - PADA (163 kb)

Discussion Forum Wednesday 21 October

1. Andrew Baldock - EMX Co Ltd (126 kb)
2. Neil Jamieson - ETF Securities Ltd (657 kb)
3. Roger Colletta/Dave Lee - Cimetric (783 kb)

Retirement Savings Challenge 2009

1. Ian Owen - Partnership Assurance (30 kb)
2. Adrian Boulding - Legal & General (873 kb)
3. Lucian Camp - Tangible Financial (38 kb)

Corporate Wrap - The Future for Workplace Benefits

1. Holly Mackay - The Platforum (774 kb)
2. Jerry Norton - Logica Solutions (UK) Ltd (154 kb)
3. Jamie Jenkins - Standard Life (80 kb)
4. Andrew Cheseldine - Hewitt (143 kb)
5. Magnus Spence - Spence Johnson Ltd (183 kb)
6. Kevan Ward - Bravura Solutions (UK) Ltd (539 kb)

Distribution and Advice in the post - RDR World - seminar 16 September 2009

1. Hugo Thorman - Ascentric (218 kb)
2. Richard Hobbs - Beachcroft Regulatory Consulting (62 kb)
3. Jonathan Gunby - NMG Financial Services Consulting (229 kb)
4. Richard Taylor - FSA (173 kb)
5. Shaun Crawford - Ernst & Young (434 kb)

Financial Crime Seminar 24 June 2009

1. Simon Morris - CMS Cameron McKenna (44 kb)
2. D.C.I. Tristram Hicks - Metropolitan Police (92 kb)
3. Ben Hur - NIBC Bank NV (51 kb)
4. Debbie Ives - IFDS (123 kb)
5. David Broadway - IFDS (47 kb)
6. Debbie Ward - Ernst & Young (188 kb)

Discussion Forum 17 June 2009 (4,666 kb)

Financial Needs of an ageing population - 10 June 2009

1. Jospeh Lu - Legal & General (153 kb)
2. Paul Flatters - Trajectory Partnership (362 kb)
3. Ron Wheatcroft - Swiss Re (90 kb)
4. Nick Bostrom - Oxford University (1,502 kb)
5. Robert Gardner - Redington Partners (1,669 kb)

Wrap/Platform Seminar 12 May 2009

1. Geoff Towers - Standard Life Savings Ltd (37 kb)
2. Alan Easter - The Money Portal (317 kb)
3. Matthew Scott - Altus Ltd (526 kb)
4. David Ferguson - Nucleus (596 kb)
5. Steve Tully - FSA (167 kb)

Pension Risk Transfer Seminar 29 April 2009

1. Dan DeKeizer (387 kb)
2. June Mulroy (116 kb)
3. John Quinlivan (69 kb)
4. Andy Reed (183 kb)
5. Clive Wellsteed (149 kb)

Distribution - The Future 18 March 2009

1. Sonya Ditzell - Bravura Solutions (UK) Ltd (598 kb)
2. Paul Shelley - HBOS (165 kb)
3. Paul Boston - Novia Financial (233 kb)
4. Richard Freeman - Intrinsic (359 kb)
5. Roger Colletta - Compeer (355 kb)

Discussion Forum - 11 March 2009 (966 kb)

Operational Risk - 5 March 2009 (710 kb)

Shaping the Future - 24 February 2009

1. Chris Pond, FSA (32 kb)
2. Peter Le Beau, Le Beau Visage (1,051 kb)
3. Malcolm McLean, TPAS (607 kb)
4. Rob Reid, Raymond James (38 kb)
5. Peter Tutton, CAB (55 kb)

Retirement Savings Challenge Conference 27 November 2008 (1,837 kb)

AGM/Discussion Forum - 8 October 2008 (770 kb)

Wraps: views, issues & solutions - 25 June 2008 (2,634 kb)

Discussion Forum - 17 June 2008 (1,169 kb)

The Future of Distribution in the UK Retail Market - 14 May 2008 (1,961 kb)

Discussion Forum - 5 February 2008 London (1,322 kb)

Discussion Forum - 7 November 2007 (1,470 kb)

Discussion Forum - 12 June 2007 (3,802 kb)

ISA Changes Workshops May 2007 (716 kb)

Capital Requirements Directive - Friday 16 March 2007

1. CRD - Patrick Fell (45 kb)
2. CRD - Oliver Lodge (119 kb)
3. CRD - Jared Siddle (915 kb)

Discussion Forum - Tuesday 6 February 2007

1. Forum (1,586 kb)
2. CSTIM - Miriam Edelman (for David Bower, indisposed) (91 kb)
3. Euroclear SA/NV - Edward James (593 kb)
4. HMRC (CAR-AUDIT) - Derick Kielty & Stephen Maudsley (53 kb)

AGM/Discussion Forum - 17 October 2006 (2,375 kb)

MiFID Symposium - June 2006 (6,377 kb)

SWIFT/PIMA Conference - 27 June 2006

1. The Evolution of European Fund Platforms - Tom Marsh (Cerulli) (174 kb)
2. REITS Update - David Hunter (Hunter Advisers) (81 kb)
3. Commodities Update - Nik Bienkowski (ETF Securities Limited) (343 kb)
4. Onshore, Offshore & STP - Jonathan Willis (IFDS) (266 kb)
5. Europeanisation of Regulation - Oliver Lodge (Kinetic Partners) (127 kb)
6. Delivering a successful funds project - Kathy Shackle (Fidelity Inv Lux) (721 kb)
7. Delivering a successful funds project - Joanne Jones (Schroder IM) (183 kb)
8. Delivering Efficient fund processing in Hedge Funds & D C Pension - David Hardman (SWIFT) (1,056 kb)
9. Delivering Efficient fund processing in Hedge Funds & D C Pension - Steve Wallace (Idea Group) (434 kb)
10. The evolution of MiFID - Richard Young (SWIFT) (1,617 kb)
11. Fine tuning the ISA transfer process - Jonathan Farmer (BNP) (522 kb)
12. Fine tuning the ISA transfer process - Peter Shipp (PIMA) (328 kb)

Discussion Forum - 7 February 2006 (2,989 kb)

Conference Slides

TISA Conference 2008 (1,756 kb)

TISA Conference 2007 (863 kb)

PIMA Conference 2006 (1,040 kb)

PIMA Conference 2005 (2,225 kb)

PIMA Conference 2004 (2,584 kb)

PIMA Conference 2003 (2,007 kb)