
CONSUMER ACCESS
Considering issues that could directly impact access to financial products.
Go toThe Investing and Saving Alliance’s (TISA) ambition is to improve the financial wellbeing of all UK consumers by working collectively with the financial services industry to deliver solutions and champion innovation, for the benefit of people, our industry, and the nation.
We do this by working with our member firms to deliver practical solutions and devise innovative, evidence-based strategic proposals for government, policy makers and regulators that address major consumer issues.
TISA is a not-for-profit membership organisation and a trusted partner of key industry stakeholders in helping shape the future of the UK financial services and the environment in which we operate. We have approximately 270 member firms involved in the supply and distribution of savings, investment products and associated services. Our members include the UK’s major investment managers, retail banks, online platforms, insurance companies, pension providers, distributors, building societies, wealth managers, third party administrators, FinTechs, financial consultants, financial advisers, industry infrastructure providers and stockbrokers.
With a focus on four key workstreams that best support the consumer and UK financial services, TISA has become a leading industry voice and ally for delivering consumer focused initiatives.
As part of our commitment to delivering focused and impactful consumer outcomes, TISA’s policy working groups have been structured into four distinct workstreams:
TISA’s organisational structure ensures the enhanced management of both our membership services and our digital initiatives, as well as the group’s subsidiary companies and affiliations.
CEO, TISA
Carol is CEO, TISA Membership Services and Company Secretary. Carol has been in financial services since 1998, having previously worked in variety of industries, including education, local government, Civil Service and the gaming industry.
A qualified and experienced teacher Carol gained her degree at King Alfred’s College in Winchester and taught in Romsey, Hampshire. She then spent 7 years at Skandia, managing the PEP & ISA new business and transfers department.
Carol joined TISA in 2004 and has been responsible for the day-to-day running of the Association’s administration centre, technical support, member communications, expanding the events and training programme and technical issues in the cash savings sector. In 2009, she also took on the role of Company Secretary. Carol joined the TISA Board as Operations Director in July 2011, extending her responsibilities to include finance. This was swiftly followed by taking a position as Executive Director for TISA Exchange.
In August 2015, Carol became Chief Operations Officer for TISA, supporting the Director General with the general running of the company and with personal responsibilities for Children’s Financial Education, internal administration, HR and finance together with acting as TISA spokesman for the media and at functions.
Carol is also a Director for both TeX (the contract club managing the legal structure supporting electronic messaging for transfers) and CT Holdings & Services Ltd (which operates under the brand of STAR where TeX and Criterion are working in collaboration to deliver the Service Level Agreements recommended by the Transfers & Re-registration Industry Group tasked by FCA to improve transfer times).