£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.
£399 per person (£249 for members)
The event will explore how manufacturers are progressing in conducting all the reviews necessary to meet the outcome rules for their existing open products and services ahead of the 30th April 2023 deadline and further consider the duty’s opportunities, implementation challenges and industry best practice for achieving compliance at every...
£535 per person (£385 for members)
Join us for this informative 2-part online course where you’ll be given the tips and resources you need to introduce a compassionate strategy and meet the specific needs of vulnerable customers.
£315 per person (£165 for members)
This TISA training course has been designed to provide staff with an overview of the key facts about Powers of Attorney. There is a vast amount of information available from various sources on Powers of Attorney and this course aims to consolidate and condense the key areas to give a...
£400 per person (£250 for members)
Risk-based monitoring may seem an obvious and simple concept, but for regulated firms it is often complex and hard to demonstrate to senior management that it has value that befits the investment needed. Is a monitoring programme that checks adherence to a litany of rules effective in a world of...
£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...
£315 per person (£165 for members)
This two hour in person workshop is designed to provide an overview of the key operational issues that managers need to be aware of in relation to ISA flexibility.
£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).
£400 per person (£250 for members)
This half day course will provide you with the opportunity to evaluate your approach to Board Reporting, try new techniques, assess your strengths and potential development areas and implement process improvement. Anyone who creates, gathers or supervises board packs and reports, including Senior Management, Company Secretaries, heads of Risk, Compliance...
£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.
£480 per person (£330 for members)
We are pleased to offer the opportunity to participate in the full conference virtually from your location via Microsoft Teams. The pensions industry continues to face a relentless stream of change including Pension Dashboards, the Consumer Duty and Value for Money. With a backdrop of the Cost-of-Living crisis, record inflation...
£370 per person (£220 for members)
This 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.
£480 per person (£330 for members)
The pensions industry continues to face a relentless stream of change including Pension Dashboards, the Consumer Duty and Value for Money. With a backdrop of the Cost-of-Living crisis, record inflation and low levels of financial resilience, we are facing unprecedented challenges in helping consumers plan for their futures. The conference...
£399 per person (£249 for members)
This half day in person session is intended to provide attendees with practical takeaways to help you successfully test your ability to remain within impact tolerance for your important business services, and thus comply with the Operational Resilience regulatory requirements.
£480 per person (£330 for members)
We are pleased to announce TISA’s third Annual Digital Conference which will explore the emerging digital trends and technologies in the financial services industry and deliberate about the evolving Open Finance ecosystem, Digital ID, the future outlook of cryptoassets and CBDC, the power of blockchain in transforming financial services and...
£399 per person (£249 for members)
TISA’s CASS Spring Forum will bring together leading industry practitioners and financial services auditors in order to discuss the latest regulatory requirements. Join us to hear from and engage with CASS specialists regarding key issues concerning client money and assets, including the latest market trends and CASS challenges.
£399 per person (£249 for members)
We are pleased to offer the opportunity to participate in the full conference virtually from your location. TISA’s CASS Spring Forum will bring together leading industry practitioners and financial services auditors in order to discuss the latest regulatory requirements. Join us to hear from and engage with CASS specialists regarding...
£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...
£315 per person (£165 for members)
This two hour workshop is designed to provide an overview of the key operational issues that managers need to be aware of in relation to ISA flexibility.
£535 per person (£385 for members)
Join us for this informative 2-part online course where you’ll be given the tips and resources you need to introduce a compassionate strategy and meet the specific needs of vulnerable customers.
£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.
£400 per person (£250 for members)
This short online course aims to help to position cyber security at the heart of a firm’s monitoring and controls, using traditional techniques (such as the Conduct Risk Framework) and the Senior Managers and Certification regime, as well as helping to identify relevant Guidance and provide ideas on plugging skills...
£370 per person (£220 for members)
This 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.
£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.
£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.
£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.
£370 per person (£220 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...
£480 per person (£0 for members)
The Investing and Saving Alliance (TISA) is pleased to invite you to its third Annual Big Picture Conference. The conference will bring together leading voices from business, politics and regulation and delve into megatrends that will shape the financial services industry in the years to come. At this event we...
£480 per person (£0 for members)
The programme to be announced soon!