Slides from Meetings

For slides from the TISA Annual Conference, please scroll to the foot of this page.

TISA Distribution of Retirement Solutions in the 'At Retirement' Market - 26th 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)

TISA Discussion Forum - 19 October 2011

1. Chris Pickles - BT (1,172 kb)
2. Nigel Banfield - L&G (185 kb)
3. TISA (578 kb)

TISA The Future Shape of Retail Distribution

1. Robert Pink, Google UK (1,055 kb)
2. Bruce Davidson & Chris McCullam, Altus (953 kb)
3. Dominic Lindley, Which? (230 kb)
4. Harry Kerr, Avalon Investment Services Ltd (207 kb)
5. Elaine McCarthy, The Money Advice Service (138 kb)

Distributor Funds - defining the principles for good consumer outcomes (27 September 2011)

1. Peter Smith, FSA (60 kb)
2. Michaela Walker, Eversheds LLP (606 kb)
3. Oliver Wallin, Octopus Investments (200 kb)
4. Rebecca Prestage, Personal Finance Society (111 kb)
5. Ryan Hicke, SEI Investments (Europe) Ltd (196 kb)

TISA Corporate Wrap, Employee Wealth and Workplace Saving – The Future? (15 September 2011)

1. Nick Watkins, GfK Financial and Frank Fletcher, Widewater Consulting (1,220 kb)
2. Katherine Moxham, Group Risk Development (281 kb)
3. Jamie Jenkins, Standard Life (135 kb)
4. Tony Filbin, L&G (199 kb)
5. Francis Moore, European Pensions Management Ltd (103 kb)
6. Malcolm Small, TISA (45 kb)

Consultation on Structured Products - 27 July 2011

1. David Beaston, TISA (68 kb)
2. Ben Hunt, Barclays Wealth (78 kb)
3. Christopher Taylor, The Investment Bridge Limited (225 kb)
4. Gareth Shaw, Which? (39 kb)

Distribution of Retirment Products in a Post-RDR World - 23 June 2011

1. Richard Hobbs, Lansons Communications (47 kb)
2. Nigel Aston, DCisions (612 kb)
3. Andy Cheseldine, Lane Clark & Peacock LLP (186 kb)
4. Adrian Walker, Skandia (121 kb)
5. Alan Walker, Capgemini Consulting UK (593 kb)
6. Jon Jory, John Jory Ltd (246 kb)

Discussion Forum - 16 June 2011

1. TISA (177 kb)
2. BACS, Andy Hollingdale & Anne Pieckielon (212 kb)

Wraps and Platforms in the Post-RDR World Seminar - 9 June 2011

1. Jonathan Gunby - NMG Group (277 kb)
2. Paul Resnik - FinaMetrica (422 kb)
3. Carl Howard - Barclays (711 kb)
4. Holly Mackay - The Platforum (723 kb)
5. David Reed - Threadneedle (277 kb)

Platform Re-registration Plenary Meeting 11 May 2011 (283 kb)

TISA VAT round table and VAT update on Budget 2011

1. Lanre Peters, FIL Administration (176 kb)
2. Richard Louden - Deloitte LLP (379 kb)
3. David Coppins - HMRC (151 kb)

UK Retail Distribution - the post 2012 landscape

1. Andrew Fisher, Towry (120 kb)
2. Ian Buckley, Rathbone Trust Company Ltd (80 kb)
3. David Moffat, IFDS (293 kb)
4. Roderic Rennison, The Ideas Lab (819 kb)
5. Martin Hayward, PensionDCisions (651 kb)

Discussion Forum - 8 March 2011

1. Angela Teodorescu - Brewin Dolphin (279 kb)
2. TISA (389 kb)
3. Ed Cole - Barclays (115 kb)

Financial Crime - the ever changing landscape!

1. David Swanney, JMLSG (108 kb)
2. Charlotte Hill, Stephenson Harwood (185 kb)
3. Keith Dewey - Ernst & Young (195 kb)
4. John Horan - CAML Global Limited (608 kb)
5. Martin Churchill - SOCA (814 kb)

Auto-enrolment; making it work - Seminar

1. Joanna Hancock, tPR (332 kb)
2. Nigel Stanley, TUC (93 kb)
3. Abigail Morris, BCC (80 kb)
4. Darren Philp, NAPF (218 kb)
5. Edmund Downes, Aviva (204 kb)
6. Paul Gilbody, NEST (150 kb)
7. Adrian Boulding, L&G (166 kb)

Discussion Forum - 21 October 2010

1. Peter Tyler - BBA (439 kb)
2. Fredrik Ostlund & Marie Barber - Kinetic Partners LLP (584 kb)
3. Dave Beaston - TISA (533 kb)
4. Malcolm Small - TISA (170 kb)

Retirement Conference 2010

1. Stan Metheny, New York Life (243 kb)
2. Roger Thompson, JP Morgan (394 kb)
3. Bob Scott, Lane Clark & Peacock LLP (516 kb)
4. Tim Jones, NEST (221 kb)
5. Martin Hayward, PensionDCisions (463 kb)

Independent, Bancassurer, Restricted - the Future of UK Distribution?

1. Jamie Jenkins - Standard Life (99 kb)
2. David Stuart, Barclays (178 kb)
3. Richard Freeman, Intrinsic Financial Services (186 kb)
4. Richard Hobbs, Lansons Communications (44 kb)
5. Andrew Fisher, Towry (108 kb)

Corporate Wrap - a solution looking for a market?

1. Martin Laws, Hewitt Associates (133 kb)
2. Kevan Ward, Bravura Solutions (265 kb)
3. Nigel Aston, PensionDCisions (470 kb)
4. Pete Glancy, Scottish Widows (283 kb)
5. David Harris, TOR Financial Consulting Ltd (134 kb)

PAIFs and TEFs Steering Group Meeting 14th Sept 10

1. Nigel Kay (185 kb)
2. Melville Rodrigues (20 kb)
3. Hugo Thorman (114 kb)

PENSIONS - ADMINISTRATION MOVES CENTRE STAGE

1. Justin Wray, tPR (52 kb)
2. Ian Price, SJP (267 kb)
3. Paul Gilbody, NEST (434 kb)
4. Jon Willis, IFDS (1,077 kb)
5. Kevin Shilling, Shilling Communication (561 kb)
6. Magnus Spence, Spence Johnson (1,141 kb)

Distributor Influenced Funds Open Industry Meeting

1. Nigel Speirs, Buckles Investment Services (349 kb)
2. Simon Morris - CMS Cameron McKenna (26 kb)
3. David Moffat - IFDS (132 kb)
4. David Norman, TCF Investment (66 kb)

PAIFs and TEFs Open Industry Meeting - 6 July 2010

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 2010

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 2010

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 2010

1. Discussion Forum - TISA (212 kb)
2. Karen Bond - Navigant Consulting (164 kb)
3. Ernst & Young FATCA Brochure (561 kb)
4. Robert Russo - Ernst & Young (93 kb)

Implementing SWIFT Messaging for re-registration - 9 June 2010 (2,981 kb)

Wraps & Platforms - operating principles and practical issues - 22 April 2010

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 - 25 March 2010

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 - 11 February 2010 (42 kb)

Personal Accounts Seminar - 5 November 2009

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 2009

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 - 7 October 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 October 2009

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)

Conference Slides

TISA Annual Conference 2011

1. Conference Agenda (incl. link to Mark Hoban's speech on HMT website) (310 kb)
2. Professor David B Smith - University of Derby, Tax Payers’ Alliance & Beacon Economic Forecasting (1,030 kb)
3. Michael Johnson - Research Fellow, Centre for Policy Studies (326 kb)

TISA Annual Conference 2010

1. Conference Agenda (67 kb)
2. Speech by the Financial Secretary to the Treasury, Mark Hoban MP (189 kb)
3. Paul Smee - "Life after cheques: the continuing revolution in UK payments" (65 kb)
4. Mike Morrison - "Pensions - the state we are in" (1,138 kb)
5. Elissa Bayer - "Have the emerging markets emerged?" (450 kb)
6. Richard Northedge - "Why have a crisis if we don't learn the lessons?" (text) (287 kb)
7. Peter Smith - "Making the investment market work better for consumers" (54 kb)

TISA Annual Conference 2009

1. Trevor Williams - Lloyds TSB (392 kb)
2. Sheila Nicoll - FSA (156 kb)
3. Anthony 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)

TISA Annual Conference 2008 (1,756 kb)