Events and Training

Open Finance Conference 2019

A Digital Revolution reshaping UK Financial Services

Monday 18th November 2019, London

£480 per person (£330 for members)

Introduction to ISAs

Tuesday 26th November 2019, London

£300 per person (£150 for members)

Additional Permitted Subscriptions - deceased ISA holders

Thursday 28th November 2019, London

£400 per person (£200 for members)

Annual Conference

Financial wellbeing for all

Tuesday 3rd December 2019, London

£480 per person (£330 for members)

The UK faces uncertain times as the full ramifications of Brexit on the economy and society start to be felt. Financial wellbeing will be centre stage. TISA’s 2019 Annual Conference will examine the key factors if we are to deliver a financially inclusive society.

Financial Crime Briefing

Wednesday 4th December 2019, London

£300 per person (£150 for members)

ISA Repairs & Voids Workshop

Thursday 5th December 2019, London

£400 per person (£200 for members)

Operational Resilience Forum

How not to experience the next high-profile failure

Thursday 5th December 2019, London

£399 per person (£249 for members)

Flexible ISAs

Tuesday 10th December 2019, Edinburgh

£300 per person (£150 for members)

Flexible ISAs

Thursday 16th January 2020, London

£300 per person (£150 for members)

Client Money Refresh – Recap and Update on CASS Requirements

Thursday 23rd January 2020, London

£400 per person (£300 for members)

This course will cover the ongoing training requirements for those engaged in CASS related roles, whether as CASS specialists, operational practitioners or in Compliance or Internal Audit. Participants will receive a refresher of the Client Money requirements within CASS 7, including a recap of the key requirements and updates, based...

ISA Key Facts

Thursday 23rd January 2020, London

£500 per person (£250 for members)

Annual Retirement Conference

Tuesday 11th February 2020, London

£480 per person (£330 for members)

Client Money & Custody Asset Refresh – Recap and Update on CASS Requirements

Thursday 13th February 2020, London

£400 per person (£300 for members)

Client Money Refresh – Recap and Update on CASS Requirements

Thursday 12th March 2020, London

£400 per person (£300 for members)

This course will cover the ongoing training requirements for those engaged in CASS related roles, whether as CASS specialists, operational practitioners or in Compliance or Internal Audit. Participants will receive a refresher of the Client Money requirements within CASS 7, including a recap of the key requirements and updates, based...

Client Money & Custody Asset Refresh – Recap and Update on CASS Requirements

Thursday 2nd April 2020, London

£400 per person (£300 for members)