TISA produces a wide variety of publications for our members, the UK financial services industry alongside relevant professional services and consumers. This ranges from essential good and best practice on the interpretation and implementation of new regulation, technical guides and briefings, our responses to government and regulatory consultations.
Our best practice guides are exclusively for TISA members, as part of their member benefits.
More details on those here: Best Practice Guides – TISA
🔎 Browse our TISA publications below or search by title, category or type.
If you would like to discuss any TISA publications, please contact us at enquiries@tisa.uk.com.
VIEW TISA BEST PRACTICE GUIDES HERE (MEMBER ONLY)
TISA response to PRA's consultation CP17/24 (March 2025)
TISA response to FCA's consultation CP24/28 (March 2025)
TISA response to DP24/3 Pensions: Adapting our requirements for a changing market (February 2025)
TISA response to CP24/27 – proposed targeted support reforms for Pensions (February 2025)
TISA response to FOS and FCA’s Call for Input on Modernising the Redress System (January 2025)
TISA response to Help to Save Consultation (January 2025)
TISA response to CP24/26 (January 2025)
TISA response to the consultation on the Regulation of Buy Now, Pay Later (November 2024)
TISA response to the Call for Evidence on the Curriculum and Assessment Review (November 2024)
TISA response to DWP consultation: The Occupational Pension Schemes Regulations 2025 (November 2024)
TISA response to GP 24/4: The treatment of politically exposed persons (October 2024)
TISA response to CP24/16: The Value for Money Framework (October 2024)
TISA response to the DWP Call for Evidence: Pensions Investment Review (September 2024)
TISA Policy Manifesto (June 2024)
TISA response to CP 24/9: FCA’s Consultation on Financial Crime Updates (June 2024)
TISA response to CP 24/8 (June 2024)
TISA response to Individual Savings Account: UK ISA Consultation (June 2024)
TISA response to HMRC Consultation on CARF and CRS (May 2024)
TISA response to DWP call for evidence (January 2024)
TISA response to CP23/20: Diversity and Inclusion (December 2023)
TISA response to DWP: Helping savers understand their pension choices (August 2023)
TISA response to DWP: Ending the proliferation of deferred small pots (August 2023)
Enabling Financial Services use of GPG45 Proofing Techniques (July 2023)
TISA response to: Help to Save Reform (June 2023)
TISA response to: Addressing the challenge of deferred small pots - a call for evidence (March 2023)
TISA response to PDP: Design standards consultation (February 2023)
TISA/Oxera joint Stocks and Shares ISAs research report (November 2022)
Response by TISA - Helping savers understand their pension choices (July 2022)
TISA-EY Open Finance Report (July 2022)
TISA response to: Facilitating investment in illiquid assets (May 2022)
TISA response to Proposed revision to AS TM1: Statutory Money Purchase Illustrations (April 2022)
TISA response to Second State Pension age review: independent report call for evidence (April 2022)
Response by TISA to - CP22/3-Pensions dashboards: proposed rules for pension providers (April 2022)
TISA response to Consultation on the draft Pensions Dashboards Regulations 2022 (March 2022)
TISA Governance, Culture & Conduct Committee - Response to CP 21/36 (March 2022)
ISA Compliance Call to Evidence Response (February 2022)
Response by TISA to CP21/32 - Improving outcomes in non-workplace pensions (February 2022)
TISA response to Enabling investment in productive finance (January 2022)
TISA response to - Mental Capacity Act: Small Payments Scheme Consultation (January 2022)
TISA response to Driving Value for Money in defined contribution pensions (December 2021)
Decumulation proposals (November 2021)
TISA response to Stronger nudge to pensions guidance (August 2021)
TISA response to FCA DP21/1 (July 2021)
TISA response to Pensions Dashboards: staging call for input (July 2021)
TISA response to Permitted Charges within Defined Contribution Pension Schemes (June 2021)
TISA response to Pension scams: empowering trustees and protecting members (June 2021)
TISA response to The stronger nudge to pensions guidance (June 2021)
TISA response to Simpler Annual Benefit Statements (June 2021)
TISA response to Pensions consumer journey (June 2021)
Response to increasing the normal minimum pension age: consultation on implementation (April 2021)
TISA Budget Representation (January 2021)
TISA Briefing note - Post-Brexit 2021 UK political timeline (January 2021)
TISA News Briefing: Brexit deal completed 31st December 2020 (January 2021)
Response by TISA to ISAs and open-ended property funds (December 2020)
Vulnerable Customers Virtual Conference 2020 (December 2020)
Annual Review 2019/2020 (October 2020)
Response by TISA to CP 19/32 Building Operational Resilience (October 2020)
TISA responds to the FCA consultation CP20/9 (September 2020)
Getting Retirement Right- Plan, prepare, enjoy: Part 2 Follow up proposals (September 2020)
Response by TISA to Pensions Dashboards Programme (PDP) Call for Input (September 2020)
MaPS Investment Pathways Consumer Comparison tool – Update Communication (May 2020)
Response by TISA to the Dormant Assets Expansion Consultation (April 2020)
Getting Retirement Right (February 2020)
SM&CR Forum 1 Month to Implementation - Q&A Summary from the closing panel session (December 2019)
Retirement Roundup (November 2019)
New TISA vulnerable customers help-sheet addresses hearing loss (October 2019)
Annual Review 2018/19 (October 2019)
Response to FS19/5: Effective competition in non-workplace pensions (October 2019)
Action on Hearing Loss Tips (October 2019)
SM&CR Ownership in BAU (October 2019)
Response by TISA to Child Trust Fund – input to the maturity process July 2019 (October 2019)
TISA response to Digital Identity: Call for Evidence July 2019 (September 2019)
Vulnerable Customers Hearing Loss Help Sheet (August 2019)
Vulnerable Customers – Dyslexia and Dyscalculia Help Sheet (August 2019)
TISA response to CP19/12: Consultation on Investment Platforms Market Study remedies (June 2019)
Covering letter to CP19/12 (June 2019)
SM&CR Outsource Considerations for Senior Managers (March 2019)
TISA Approach to development of BAU best practice in relation to 'Reasonable Steps' (March 2019)
Vulnerable Customers Financial Crime leaflet (March 2019)
Retirement Roundup (February 2019)
TISA response to Children in Care and Financial Education (February 2019)
Brexit: No-Deal Preparation (January 2019)
TISA response to Pensions Dashboards: Working together for the consumer (January 2019)
TISA response to Delivering collective defined contribution pension schemes (January 2019)
2018 TISA Review (December 2018)
SM&CR Implementation Considerations (December 2018)
ISAs - A Technical Introduction (November 2018)
GDPR Briefing Note (November 2018)
Retirement Roundup (October 2018)
Annual Review 17/18 (October 2018)
Net pay joint letter (October 2018)
TISA Response to: CP 18/19 – Introducing the Directory (October 2018)
Powers of Attorney (Scotland) - A guide for administration in financial services - Leaflet
TISA response to FCA Investment Platforms Market Study 17/1.2 (September 2018)
Covering letter to MS17/1 Platforms market study (September 2018)
Share Class Conversions – Statement of recommended practice (September 2018)
Retirement Roundup (September 2018)
Child Trust Fund (CTF) FAQs (September 2018)
TISA response to Pensions cold calling - consultation on regulations (August 2018)
Retirement Roundup (June 2018)
Retirement Roundup (April 2018)
ICO Seeks comments on draft Data Protection Impact Assessment Guidance (27 March 2018)
GDPR update (12 February 2018)
Retirement Roundup (February 2018)
Response by TISA to the Consultation Paper CP17-37 (February 2018)
TISA response to the Treasury Committee’s Inquiry into Household Finances (January 2018)
GDPR update (22 December 2017)
GDPR update (21 December 2017)
Retirement Roundup (December 2017)
TISA 2017 - New Year Message from David Dalton-Brown, Director General
GDPR update (18 December 2017)
Personal data and the GDPR (11 December 2017)
Update from TISA on GDPR (5 December 2017)
Helping member firms with the General Data Protection Regulation implementation (November 2017)
TISA response to the Legislation on Help to Save Accounts Consultation (October 2017)
Retirement Roundup (October 2017)
Retirement Roundup (September 2017)
TISA response to Retirement Outcomes Review: Interim Report (September 2017)
TISA response to Anti-Money Laudering Supervisory Review (August 2017)
Retirement Roundup (July 2017)
Retirement Roundup (June 2017)
TISA Response to FCA's Guidance Consultation GC 17/4: FAMR Implementation part 1 (May 2017)
TISA Response to Security and Sustainability in Defined Benefit Pension Schemes (May 2017)
TISA response to CP17/02 CASS 7A and SAR (April 2017)
Covering letter to CP17/02 CASS 7A and SAR (April 2017)
Lifetime ISA customer leaflet (April 2017)
Retirement Roundup (April 2017)
TISA Response to Technical Changes to Automatic Enrolment: Consultation (March 2017)
TISA Response to Automatic Enrolment: Initial Questions (March 2017)
Retirement Roundup (March 2017)
TISA response to Information Prompts Consultation (February 2017)
TISA RESPONSE TO PUBLIC FINANCIAL GUIDANCE REVIEW: CONSULTATION ON A SINGLE BODY (February 2017)
TISA Response to Pension scams: consultation (February 2017)
TISA response to reducing the money purchase annual allowance (February 2017)
Brexit - A platform to secure Global Growth (February 2017)
TISA response to Transfers & Re-reg consultation (January 2017)
Covering letter to CP16/32 (January 2017)
TISA response to The Individual Savings Account (Amendment no. XX) Regulation 2017 (January 2017)
TISA response to CP16/29 MiFID II (January 2017)
Covering letter to CP16/29 MiFID II (January 2017)
TISA’s Brexit Programme – Update (November 2016)
Can housing wealth save the day? (November 2016)
TISA response to Amending the definition of financial advice: consultation (November 2016)
TISA response to CP16_19 MiFID II Implementation (November 2016)
TISA response to NEST: Evolving for the future Call for evidence (September 2016)
Covering letter to NEST (September 2016)
TISA response to PSF: Being responsive to user needs (September 2016)
TISA response to FCA: Post-implementation Review of Crowdfunding Rules (September 2016)
HM TREASURY HELP TO BUY: ISA SCHEME RULES (August 2016)
TISA response to DWP: Capping early exit charges for members of occupational schemes (August 2016)
TISA response to CP16/15 Capping early exit pension charges (August 2016)
TISA Brexit Programme (August 2016)
TISA response to Dormant Assets Commision (June 2016)
Covering letter to Dormant Assets Commission (June 2016)
TISA response to FCA CP16/12 (June 2016)
Covering letter to FCA 16/12 (June 2016)
TISA response to Creating a secondary annuity market: tax framework (June 2016)
Covering letter to Creating a secondary annuity market (June 2016)
DP 16_2 Letter to FCA (May 2016)
Personal Savings Allowance Guidance (May 2016)
Letter to the Chancellor (March 2016)
Flexible ISA Customer Leaflet (February 2016)
TISA response to 'Innovation Plan' a TPR Consultation (February 2016)
TISA response to Innovative Finance ISA consultation (February 2016)
TISA response to 'Developing a Retirement Quality Mark' (Jan 2016)
Covering letter to Developing a Retirement Quality Mark (Jan 2016)
TISA response to Financial Advice Market Review (December 2015)
Covering letter to Financial Advice Market Review (December 2015)
Help to Buy: ISA Factsheet (December 2015)
TISA response to - 'Lifestyling' of Child Trust Funds Consultation (December 2015)
TISA response to 'Flexible ISA - Technical Consultation' (November 2015)
Autumn Submission 2015 (October 2015)
TISA response to HMT: Pension transfers and early exit charges (October 2015)
Covering letter to HMT - Pension transfers and early exit charges (October 2015)
Covering letter to HMT Tax Relief Consultation (September 2015)
Covering letter to the implementation of the Personal Savings Allowance (September 2015)
TISA response to CP23/15 (July 2015)
TISA response to CP15/20 (July 2015)
Covering letter to Creating a Secondary Annuity Market response (June 2015)
TISA response to Creating a Secondary Annuity Market (June 2015)
TISA response to DP15/3 (June 2015)
TISA response to FCA PS15_4 (April 2015)
TISA response to FCA CP15_7 (April 2015)
TISA response to FCA CP15_8 (April 2015)
CTF to JISA Transfer Industry Guidelines (March 2015)
TISA response to Retirement Reforms and the Guidance Guarantee (April 2015)
Combined industry response to draft CTF regulations: CTF to JISA Transfers (February 2015)
TISA response to Retirement Income Market Study (February 2015)
TISA response to CP 14/26 (February 2015)
TISA response to PSR CP14/1 (January 2015)
Covering letter to PSR CP14/1 (January 2015)
TISA response to DWP: Technical Changes to Auto Enrolment (January 2015)
TISA response to CP14/24: Charges in workplace personal pension schemes (December 2014)
Covering letter to CP14/24 (December 2014)
Covering letter to ISA qualifying investments (December 2014)
TISA response to DWP: BETTER WORKPLACE PENSIONS: PUTTING SAVERS’ INTERESTS FIRST (November 2014)
Covering letter to DWP (November 2014)
TISA response to GC14/06 Social Media & customer communications (November 2014)
Covering letter to GC14/06 (November 2014)
TISA response to CP14/11 RETIREMENT REFORMS AND THE GUIDANCE GUARANTEE (September 2014)
Covering letter to CP14/11 (September 2014)
TISA response to HMRC Consultation on Direct Recovery of Debts (July 2014)
Covering letter to HMRC response (July 2014)
TISA response to FCA Consultation on Client Money held in Individual Savings Accounts (June 2014)
Covering Letter to CP 14/9 (June 2014)
TISA RESPONSE to HMT FREEDOM AND CHOICE IN PENSIONS (June 2014)
TISA covering letter to HMT response (June 2014)
The Savings & Investments Policy project - Review Summary (April 2014)
UKFMPG ISO20022 Best Practice v2.1 (March 2014)
UKFMPG ISO20022 Best Practice v1.1 (March 2014)
TISA Pre-Budget Submission (March 2014)
TISA response to Reshaping Workplace Pensions for future generations (December 2013)
Response to DWP Better Workplace Pensions: Charging (November 2013)
TISA Autumn Statement submission (November 2013)
TISA response - Changing Customers to post RDR unit classes (October 2013)
TISA response to CP13/05 (October 2013)
TISA covering letter to CP13/05 (October 2013)
TISA Response to HMRC Pensions Tax Relief Consultation (September 2013)
TISA Response to HM Treasury CTF Consultation (August 2013)
TISA response to ISA qualifying investments (May 2013)
TISA response to DWP Technical Changes to Automatic-Enrolment (May 2013)
TISA response to tPR - REGULATING WORK-BASED DEFINED CONTRIBUTION PENSION SCHEMES (March 2013)
TISA Budget Submission (March 2013)
TISA Budget Submission (November 2012)
TISA response to CP12/12 (September 2012)
TISA response to NAPF - draft code of conduct for pension charges (July 2012)
CP11/26 RDR Advisor Charging (January 2012)
TISA response to 10/29 Platforms: Delivering the RDR (February 2011)
