Transfers Database
Use this link to access the secure transfers database hosted by TISA on behalf of the industry.
This information is for everyone, not just an exclusive for TISA members.
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This page provides a variety of information and resources in relation to Individual Savings Accounts (ISAs).
ISAs have been the most widely used savings vehicle for savings in the UK since their introduction in April 1999 and are commonly regarded as the most successful Government savings initiative due to their tax-favoured incentives of being free from UK income and capital gains tax. There have been numerous changes to ISA regulations over the years to provide additional flexibility for consumers and further incentivise savings for a first home and for retirement planning.
Within this page, you can access a variety of useful information on ISAs, including TISA’s ISA events and training, up to date news on ISAs, various ISA publications including TISA’s Guide to ISAs and ISA statistics and guidance published by HMRC.
Members of TISA have access to additional information including TISA technical bulletins, consolidated ISA regulations and guidance produced by TISA, a database of ISA qualifying investments and frequently asked questions on a variety of ISA topics.
Use this link to access the secure transfers database hosted by TISA on behalf of the industry.
This information is for everyone, not just an exclusive for TISA members.
Go toUse the links below to access brief guides to ISAs and historic schemes.
Individual Savings Accounts (ISAs)
individual savings accounts (isas) historic schemes CTF & JISA subscription limitsHMRC produce specific guidance notes that help authorised ISA managers adhere to the ISA regulations. This guidance is generally the first reference point for ISA managers. The guidance is updated on a regular basis and is available on the GOV.UK website. HMRC also issue ongoing ISA Bulletins which go hand in hand with the ISA Managers’ Guidance.
click hereQ: Where can I find information about TISA’s responses to government and regulatory consultations?
A: Details of all responses are available on our website.
Q: Do TISA issue any public newsletters or publications?
A: We issue public newsletters annually, quarterly and monthly. Also we regularly post blogs to LinkedIn on topical issues affecting our members and the savings and investment industry as a whole.
Q: Do you keep a list of qualifying / non-qualifying investments?
A: No but we do maintain a list of responses to technical enquiries we have received in relation to investments eligibility. This information is available to all TISA members and searchable by stock name.
Q: Where can I find a list of recognised stock exchanges and other HMRC information?
A: HMRC maintain a public list of recognised stock exchanges on their website.
Access to the information in this area of the website is only available to TISA member firms. It provides access to regular ISA technical bulletins on a range of ISA issues, consolidated ISA regulations and ISA Managers’ Guidance, lists of ISA qualifying investments, frequently asked questions from the industry on ISAs and access to TISA’s technical support.
TISA provides member firms with regular technical ISA bulletins which help ISA managers stay abreast of any developments and changes in the ISA world. The updates provided in these bulletins inform member firms about government proposals, changes to the ISA regulations, amendments to the ISA Managers’ Guidance or provide feedback resulting from TISA’s correspondence or discussions with HMRC or HM Treasury (HMT).
View a list of recent ISA bulletins below or use the options provided to search by keyword or date or to browse our full list of ISA bulletins.
Use this link to access and search a list of specific investments where their ISA qualifying status has previously been queried with TISA and see the feedback provided in relation to each investment.
click hereTISA maintains, for its members, a set of consolidated ISA regulations reflecting each change to the Statutory Instrument and a downloadable copy of the HMRC ISA Managers’ Guidance
click hereTISA receives a significant number of technical queries from member firms covering all aspects of the ISA rules. In addition to the generic ISA questions & answers available above, TISA member firms have access to this facility which provides a comprehensive and up to date summary of many of the key questions that are received from the ISA industry.
click hereMember firms can get in touch with our ISA technical team for assistance with their queries by emailing enquiries@tisa.uk.com