TISA - Tax Incentivised Savings Association - Sm Cr

SM&CR




The purpose of the SM&CR Hub is to provide useful tools, handy links, good and best practice and practical guides to assist firms in their implementation and ongoing operation of the SM&CR.

Content for this page will continue to grow and will be regularly updated by TISA and the output from our SM&CR Working Group and Sub Groups. If there is any topic not covered that you feel would be useful please contact us to let us know.

Click on the buttons below for quick links to the relevant areas or scroll down the page to view all content.



Latest News                                                                                       Dates for Your Diary
SM&CR Template Project Checklist & Plan Launched (08/11/18)             09/12/18 - Implementation date for insurers
SM&CR Culture Measurement Toolkit Launched (08/11/18)                    10/12/18 - Consultation close for GC18/4                                                                               
SM&CR Implementation Considerations paper added (10/12/18)            29/01/19 - SM&CR Certification starts sooner than you think
                                                                                                        10/12/19 - Implementation date for solo regulated firms
                                                           




Content is being worked on by our SM&CR Working Group and Sub Groups and will be added soon - watch this space...

 
Certified Staff
Content is being worked on by our SM&CR Working Group and Sub Groups and will be added soon - watch this space...


TISA technical bulletins designed to assist firms in their understanding of the Conduct Rules (TISA members only).


A template project plan including all relevant areas of SM&CR for implementation including relevant dates for work planning to ensure readiness for 10th December 2019. This can be used and adapted as required by firms to use as their own project plan or to inform their SM&CR project.

Key messages for firms going through SM&CR implementation from those who have survived the process.
SM&CR Implementation Considerations


A toolkit providing culture measurement tools for firms to modify and used as required to understand their current position and track progress towards any desired change or to view change as a result of the implementation of SM&CR.



Content is being worked on by our SM&CR Working Group and Sub Groups and will be added soon - watch this space...




The Senior Managers and Certification Regime: Guide for FCA solo-regulated firms
 

 

Slides from TISA Events