TISA - Tax Incentivised Savings Association - Training Events


TISA use experienced industry practitioners who have a wealth of practical and technical knowledge to deliver training in their specialist areas. We offer various types of training courses:
  • Courses with a high level of technical content. These courses are relevant to experienced staff who need an update or refresher course and those who require an in-depth knowledge of specific elements of the ISA rules.  Current ISA topics include transfers, qualifying investments, applications and repairs/voids.  We also cover other regulatory and administrative matters such as Junior ISA (JISA) administration, powers of attorney and the more technical aspects of pensions administration and Treating Customers Fairly (TCF). 
  • Overview courses are available covering ISA administration and TCF, targeted at an introductory level and covering all aspects of the Regulations and respective Guidance Notes.
  • We also plan to further increase the range of topics that we currently offer training on and which could include client money, collective investments and private client administration along with other regulatory issues.  Work is also under way to expand on the ISA and TCF modules currently available.  Details of these will be uploaded when they are available.