Events and Training

Membership Plus (M+)

Unlimited access to TISA Events for FREE, all year round!

CASS Spring Forum - London

Monday 28th April 2025, London

£399 per person (£249 for members)

TISA’s CASS Spring Forum will bring together leading industry practitioners and financial services auditors to discuss the latest regulatory requirements.

ISA Qualifying Investments Online Workshop 2025

Thursday 1st May 2025, Zoom

£370 per person (£220 for members)

This online workshop will look in detail at how to determine if an investment qualifies to be held within an ISA, taking delegates through the stages of investigation necessary to make a decision.

Pensions Landscape & Transfers Workshop 2025

Wednesday 7th May 2025, Zoom

£400 per person (£250 for members)

Join this online workshop to gain a holistic view of the UK pensions landscape, the challenges being faced and the initiatives being introduced.

Introduction to ISAs Online Workshop 2025

Wednesday 7th May 2025, Zoom

£315 per person (£165 for members)

The workshop aims to provide an overview of how the ISA scheme works, what key options are available to ISA investors and what authorised ISA managers need to do to adhere to the ISA regulations.

Flexible ISAs Online Workshop 2025

Thursday 15th May 2025, Zoom

£315 per person (£165 for members)

This two hour online workshop is designed to provide an overview of the key operational issues that managers need to be aware of in relation to ISA flexibility.

How to navigate the FCA Handbook 2025

Monday 19th May 2025, Zoom

£535 per person (£385 for members)

Using a series of worked examples, this course aims to provide delegates with an overview on how to navigate the FCA Handbook - a vast, sprawling and sometimes seemingly impenetrable document.

CASS Spring Forum - Edinburgh

Tuesday 20th May 2025, Edinburgh, Scotland

£399 per person (£249 for members)

Bringing together leading industry practitioners and financial services auditors to discuss the latest regulatory requirements. Join us in Edinburgh to hear from and engage with CASS specialists regarding key issues concerning client money and assets, including the latest market trends and CASS challenges.

HMRC ISA Returns Online Workshop 2025

Wednesday 21st May 2025, Zoom

£315 per person (£165 for members)

This workshop will guide delegates through all the ISA returns and clarify all the key components that need to be included as well as highlight the recent changes that the government has made to the returns. The workshop will be useful for any individuals who are actively involved in the...

CASS Accounting and Reconciliations 2025

Tuesday 27th May 2025, Zoom

£590 per person (£440 for members)

This 4 hour online workshop is intended to provide a detailed understanding of the requirements for good CASS Reconciliation, both the preparation and subsequent  actions and follow up under the FCA regulatory regime. The course will include practical examples of good and bad practice, which firms should be looking to...

Junior ISA (JISA) Key Facts Online Workshop 2025

Tuesday 3rd June 2025, Zoom

£315 per person (£165 for members)

Junior ISAs (JISAs) have their own separate rules and, like ISAs, the regulations and additional HMRC guidance are constantly being updated and it is important that JISA managers and their employees are fully aware of their obligations on the key issues. This online workshop has been designed to provide staff...

Complaints Handling Online Workshop 2025

Tuesday 3rd June 2025, Zoom

£535 per person (£385 for members)

In this full day online workshop you’ll learn how to create an effective and sensitive complaints procedure that will help you keep your customers (who may have otherwise gone in frustration to your competitors).

ISA Repairs & Voids Online Workshop 2025

Wednesday 4th June 2025, Zoom

£370 per person (£220 for members)

This online workshop takes delegates through the various steps involved when carrying out an ISA repair or an ISA void including the removal of the necessary investments or cash and the tax implications for both the ISA manager and the investor. The session will cover the repairing or voiding of...

DC Retirement Options Workshop 2025

Wednesday 4th June 2025, Zoom

£370 per person (£220 for members)

Join this online workshop to gain an understanding of the retirement options open to DC pension savers.  The challenges and risks being faced and new additions and changes to the framework.

The Essentials of Money Management Taster Session

How to empower your workforce

Wednesday 4th June 2025, London

£200 per person (£0 for members)

Taster session: Explore the full range of training programmes TISA has developed that support employees to develop Essential Money Management skills.  We are inviting HR and Learning and Development professionals to join us and experience a taste of the options available to you to support your workforce development.

TISA Big Picture Conference 2025

Tuesday 10th June 2025, London

£480 per person (£0 for members)

FREE FOR ALL TISA MEMBERS. This year’s conference will delve into the transformative role of artificial intelligence, automation, and digital innovation in financial services, as well as how the UK can strengthen its position as a global financial hub.

Operational Resililence Briefing

Wednesday 11th June 2025, London

£399 per person (£249 for members)

Join us at our Operational Resilience briefing to hear from the Regulator and industry leaders about how firms can be evolving operational resilience capabilities and operating models going forward.

Deceased ISAs/Additional Permitted Subscriptions 2025

Thursday 12th June 2025, Zoom

£370 per person (£220 for members)

This online workshop is designed to provide an overview of the key rules that managers need to be aware of when an ISA client dies and their obligations regarding additional permitted subscriptions.

TISA Annual Retirement Conference 2025

Tuesday 17th June 2025, London

£480 per person (£330 for members)

Join us at our 2025 Annual Retirement Conference where we will focus on some of the ongoing key areas of change we face as an industry and consider the impact this has on consumers.

TISA Virtual briefing: AI in financial services - legal, regulatory and risk perspectives

Wednesday 18th June 2025,

£399 per person (£249 for members)

The purpose of this session is to consider in detail, AI governance - different approaches taken across the financial services sector; AI third party risk - pre-contractual risk assessments, due diligence and contracting considerations for procuring and deploying AI; and AI regulatory compliance - a review of the current state...

CASS Governance & Oversight 2025

Thursday 19th June 2025, Zoom

£480 per person (£330 for members)

This 3 hour online workshop is intended to provide an understanding of the requirements for good CASS oversight and governance under the FCA regulatory regime. The course will include practical examples of good and bad governance and areas of best practice, which firms should be looking to meet or aspire...

Navigating the Evolving Fraud Landscape briefing

Tuesday 24th June 2025, London

£399 per person (£249 for members)

This event will explore how firms can consider their consumer duty obligations across the fraud prevention, detection, and investigation lifecycle to support those in vulnerable circumstances and promote trust in the market.

ISA Transfers Online Workshop

Wednesday 25th June 2025, Zoom

£370 per person (£220 for members)

This three hour online workshop will look in detail at the key regulatory issues that managers must adhere to in addition to the key areas of the ISA Guidance Notes and industry guidelines that managers should be aware of

Introduction to ISAs Online Workshop 2025

Thursday 26th June 2025, Zoom

£315 per person (£165 for members)

The workshop aims to provide an overview of how the ISA scheme works, what key options are available to ISA investors and what authorised ISA managers need to do to adhere to the ISA regulations.

Pension Death Benefit Online Workshop 2025

Tuesday 16th September 2025, Zoom

£370 per person (£220 for members)

DC pension death benefits have undergone several changes in recent years, with an increase in the options available and the opportunity to pass on pension wealth through generations without incurring tax charges. This course is designed to help attendees understand the various options available, the processing of associated crystallisation events...

TISA Annual CASS Conference 2025

Monday 13th October 2025, London

£699 per person (£449 for members)

TISA’s 11th Annual CASS Conference brings together leading industry practitioners and financial services auditors to discuss the latest regulatory developments and key CASS compliance requirements.

TISA Annual Conference 2025

Wednesday 12th November 2025, London

£480 per person (£0 for members)