TISA Financial Advice & Guidance Conference 2026
Wednesday 15th April 2026, London
£480 per person (£330 for members)
Join us at our Financial Advice & Guidance Conference which will bring together financial services regulators and industry leaders.
£480 per person (£330 for members)
Join us at our Financial Advice & Guidance Conference which will bring together financial services regulators and industry leaders.
£425 per person (£275 for members)
Based on experience from multiple best execution projects, this online course highlights the key areas where firms fail and how firms can make their best execution policies genuinely embedded and value-added.
£499 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.
£330 per person (£180 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.
£425 per person (£275 for members)
This half-day workshop breaks down how the FCA and ICO sandboxes operate, who can benefit, and what makes a standout application. We’ll also explore the Supercharged Sandbox — a cross-regulator programme designed for advanced, multi-disciplinary innovations. Although the current round will have closed, understanding its structure can help future-proof your projects...
£330 per person (£180 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...
£330 per person (£180 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...
£399 per person (£249 for members)
£575 per person (£425 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.
£575 per person (£425 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.
£480 per person (£330 for members)
Join us at TISA’s Financial Crime Conference, which will bring together leaders from the financial services sector to discuss the evolving regulatory landscape. Our conference will delve into the latest policy and regulatory developments impacting the industry, including the UK Government's review of the Anti-Money Laundering (AML) legislation, the Money...
£480 per person (£330 for members)
This 4 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...
£390 per person (£240 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...
£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.
£330 per person (£180 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.
£390 per person (£240 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.
£480 per person (£330 for members)
Join us at our 2026 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.
£575 per person (£425 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).
£390 per person (£240 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
£425 per person (£275 for members)
This half-day workshop on Artificial Intelligence in Financial Services will break down what AI really is, explore how it’s transforming the finance world, and look at real examples you can relate to. No jargon, no hype — just practical insights, real-world use cases, and a view of what’s coming next.
£575 per person (£425 for members)
This is a full-day course on risk-based compliance monitoring - a fundamental staple of the regulated environment, but with firms being disciplined on a regular basis for failures of compliance, questions arise as to the effectiveness of the monitoring in place, whether it has the right aims and objectives, uses...
£425 per person (£275 for members)
This half-day online workshop looks at the FCA view on why culture matters, introduces core concepts around organisational culture and how to measure it, and explores how to embed cultural resilience across your firm. You'll gain insight into regulatory expectations, real-world M&A and leadership case studies, and practical tools to...
£635 per person (£485 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.
£390 per person (£240 for members)
This introductory Accessibility Training session provides a clear and practical foundation in inclusive design. The session brings a powerful, human perspective to accessibility, combining lived experience with industry expertise.
£425 per person (£275 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. We will cover all types of DC pension transfer processing and a review of forthcoming industry initiatives.
£480 per person (£0 for members)
FREE FOR ALL TISA MEMBERS. Our sixth Annual Big Picture Conference: Uniting voices across business, politics, and regulation to explore megatrends shaping the finance industry.
£635 per person (£485 for members)
This 4 hour online workshop is intended to provide a good understanding of the requirements for compliance with the Client Assets (CASS) rules of the FCA, relating to Client Money & Custody Assets.
£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.
£330 per person (£180 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...
£499 per person (£249 for members)
We are pleased to invite you to TISA’s Consumer Duty Forum, the seventh of a series of events on the topic, at which we will assess progress made by firms in the past months.
£100 per person (£50 for members)
Part of our Money Management Training Series, designed to support financial wellbeing in your workplace and communities. Join us for this online webinar and build the foundation for financial wellbeing by reshaping how you think and feel about money. This module explores the psychology of money, helping participants develop a...
£100 per person (£50 for members)
Take the confusion out of payslips and bank statements. This online session breaks down how salary, tax, and deductions work, giving participants the clarity and confidence to understand exactly what they earn, what they keep, and how to manage it effectively.
£100 per person (£50 for members)
Part of our Money Management Training Series, designed to support financial wellbeing in your workplace and communities. Turn everyday spending into a powerful financial tool. This practical session covers budgeting techniques and simple strategies to take control of money, reduce unnecessary costs, and build sustainable savings.
£100 per person (£50 for members)
Demystify credit and take control of your financial reputation. This module helps participants understand credit scores, manage borrowing responsibly, and make informed decisions that support long-term financial goals.
£450 per person (£300 for members)
This online course has been designed to provide staff with an overview of the key facts within the ISA regulations. The workshop will be updated to include all the relevant changes to the ISA regulations which came into force on 6 April 2024 so attendees can be sure that they...
£100 per person (£50 for members)
Equip yourself with the tools to tackle debt with confidence. This session explores practical repayment strategies, helping participants reduce financial pressure and work towards greater financial independence.
£100 per person (£50 for members)
Start building wealth with confidence. This module introduces the fundamentals of investing, including risk and long-term planning, empowering participants to make informed decisions about growing their money.
£100 per person (£50 for members)
Make your money go further where it matters most. This session focuses on managing everyday living costs, offering practical tips to reduce expenses and improve financial stability.
£200 per person (£100 for members)
Plan today for peace of mind tomorrow. This module helps participants understand pensions and retirement planning, giving them the tools to build a secure financial future.
£390 per person (£240 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
£330 per person (£180 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.
£390 per person (£240 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...
£425 per person (£275 for members)
This half-day course looks at Social Engineering and the dangers for facilitating fraud, cyber crime and intellectual property theft. Combatting social engineering risk effectively should be central to any firm’s financial crime and Consumer Duty controls.
£425 per person (£275 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.
£480 per person (£0 for members)
Join us at our flagship Annual Conference 2026 - the key event for industry professionals. Agenda to be announced.