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With 8 out of 10 ignoring “overwhelming and confusing” investment fund performance reports, new research shows that adding benchmarks, AI tools and educational content will increase their usefulness as majority turn to friends, social media or consumer websites when making investment decisions

March 20, 2025

Consumers more likely to turn to social media and ‘finfluencers’ when making financial decisions than information from financial service firms about how their investment is performing, as fund performance reports leave readers “feeling overwhelmed and confused”

March 20, 2025

New research has found that majority of investors would use AI-powered digital assistants to help them understand how their investments are performing as 8 out of 10 currently disregard “overwhelming and confusing” investment fund performance reports

March 20, 2025

TISA calls for Regulatory Alignment in Pension Projections to strengthen informed decision-making

February 27, 2025

The Investing and Saving Alliance (TISA) Warns of ‘Unintended Consequences’ of FCA’s ‘Name and Shame’ Proposals

February 19, 2025

TISA warns against ‘hasty changes’ to Cash ISAs and urges support for innovative Targeted Support solution as research highlights barriers to investing are lack of understanding and disengagement

February 13, 2025

The Investing and Saving Alliance (TISA) Calls for Changes to Privacy and Electronic Communications Regulations (PECR), to avoid ‘Communication Impasse’ for Roll Out of Targeted Support

February 13, 2025

TISA response to FOS and FCA’s Call for Input on Modernising the Redress System

January 30, 2025

TISA responds to HMRC consultation: Technical consultation – Inheritance Tax on pensions: liability, reporting and payment

January 20, 2025

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