Day 1 revisited the launch of TISA’s Member Documents area, introduced earlier this year to give members easier access to exclusive research and the latest Best Practice Guides. Built in response to member feedback, the area has helped make the member experience smoother and key documents easier to find.
Day 2 celebrated the work of TISA’s training team and programme. During the year, we delivered 180 hours of online CPD training through 54 workshops, with 397 registered delegates from across our membership and wider customer base.
We also introduced new courses including AI Decoded, Sandbox Innovation, FCA Culture and a new CASS course, all designed to support teams with up-to-date regulatory knowledge and industry best practice. A special thank you was shared with our expert trainers for their continued contribution to professional development.
Day 3 reflected on member feedback and what our members value most. Following the 2024 Annual Member Survey, TISA was awarded the Investor in Customers Gold Badge, with 97 percent of respondents likely to recommend TISA and an average rating of 8.54.
Members highlighted networking and knowledge sharing, lobbying, regulatory support, staying up to date with industry change and specialist CASS and ISA support as the areas they value most. Later in the year, TISA was also recognised with the Investor in Customers Company that Cares Award, reflecting our ongoing commitment to supporting members.
Day 4 highlighted TISA’s technical support service, widely used by members for confidential guidance on ISAs, regulatory matters and industry best practice.
This year the team handled around 2,000 member queries, issued over 20 technical bulletins and supported the introduction of Long Term Asset Funds and Cryptoasset Exchange Traded Notes into ISAs, as well as ongoing work on digital ISA reporting.
The team continues to work closely with member firms and HMRC to ensure a smooth transition to new regulations.
Find out more about the technical service >
Day 5 highlighted TISA’s engagement with key policy makers and industry stakeholders to support and advocate for our members.
During the year we worked closely with organisations including the FCA, FOS, HM Treasury, HMRC, DWP, Money and Pensions Service, The Pensions Regulator, PRA, ICO, DSIT and APPGs to ensure member views influenced policy and regulation.
Looking ahead, further engagement is planned to continue lobbying for positive change and better outcomes for UK consumers.
Find out more about TISA’s policy work >
Review our 2025 strategic journey >
Day 6 revisited the launch of TISA’s new Future Leaders Programme (FLP), the first cross-industry learning cohort of its kind, led by BPP and supported by government levy funding.
The September launch event brought together member firms and TISA managers, highlighting the collaborative spirit that defines TISA. Special thanks to Baringa for hosting and Quirk Solutions for their leadership presentation.
View the FLP launch highlights >
Register interest for future cohorts: marketing@tisa.uk.com
Day 7 celebrated TISA members, both existing and new, who support our mission to improve financial wellbeing for UK consumers.
During the year, we held 165 working group meetings with over 1,000 individuals from 179 employers across the UK financial services industry. We also welcomed 15 new members, including Söderberg & Partners, Manchester Credit Union, RC Brown Investment Management, Aventur, Attivo, Ortec Finance, Upvest, Simmons & Simmons, Raisin, Monex Europe, Bondsmith, InvestEngine, XTB, True Potential LLP and J. Safra Sarasin.
Check your firm in the member directory
Day 8 highlighted TISA’s Policy Team work in 2025. The team commissioned five new research pieces, including the Performance Disclosures research launched at the Inclusive Investing Conference and a study on taxing unused pension wealth, as well as three industry polls of 2,000 UK consumers.
TISA also responded to 28 industry consultations with member input. Key themes included financial education, financial inclusion, FOS reform, targeted support, ISAs, pensions reform and AI, including the launch of new AI training.
Explore TISA policy work and groups >
Day 9 highlighted TISA’s Financial Education initiatives, a core part of our mission to support financial wellbeing across the UK.
In August, the Financial Education Council launched new Financial Education Toolkits, sent to over 140 schools in Greater Manchester, to help teachers deliver high-quality financial education in primary and secondary schools.
The year also saw a major step forward with the national curriculum review announcement, strengthening financial education across the UK.
Access the Toolkits >
Curriculum review announcement >
Day 10 spotlighted TISA’s PR activity in 2025. Following the appointment of Tendo Consulting as our PR agency in January, TISA was featured or quoted in 248 articles across 72 media outlets, including The Times, BBC, Financial Times and Daily Mail.
Key topics included Cash ISAs, pensions and the Budget, while Tendo also carried out three polling studies on AI, saving habits and trust in financial services.
In honour of Save the Children’s annual Christmas Jumper Day, our team proudly wore their festive jumpers as we celebrate our brilliant colleagues and welcome our newest team members.
A huge thank you to everyone across TISA, you all play a pivotal role in what we achieve.
Wishing our members a warm and joyful festive season!
Day 12 rounded off the 12 Days of TISA by highlighting our events calendar. In 2025 we hosted 16 in-person events, including conferences, forums and briefings, welcoming 1,385 delegates and delivering 67 CPD hours.
We thanked all speakers, including regulators and policy makers, and our member hosts, including Baringa, Burges Salmon, CMS London and Edinburgh, Fidelity International, Kroll, Leonardo Royal Hotel, Norton Rose Fulbright, Pinsent Masons, Quilter and Vanguard.
Looking ahead, our 2026 events include firm favourites and new themes, with a super early bird discount available until 31 December.
