Events and Training

Innovative Finance ISA Key Facts Online Workshop 2022

Monday 31st January 2022, GoToWebinar

£500 per person (£250 for members)

This online workshop has been designed to provide newly or soon to be authorised innovative finance (IF) ISA managers with an overview of the key ISA rules that they will have to adhere to once they offer an IF ISA product.

Client Money Refresh Online Workshop 2022

Recap and Update on CASS Requirements

Tuesday 1st February 2022, Online Workshop

£400 per person (£300 for members)

This online workshop 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,...

Additional Permitted Subscriptions - Deceased ISA holders 2022

Tuesday 8th February 2022, GoToWebinar

£400 per person (£200 for members)

This online workshop is designed to provide an overview of the key rules that managers need to be aware of if they have opted to receive additional permitted subscriptions for deceased ISA holders.

New Consumer Duty Forum

Wednesday 9th February 2022, Delivered Virtually, GoToWebinar

£399 per person (£249 for members)

The FCA’s proposals for a New Consumer Duty are intended to set higher expectations for the standard of care that firms provide to consumers, expecting firms to consistently focus on improving consumer outcomes. The Regulator is now consulting for a second time on its proposals, as firms seek to comprehend...

Demystifying cyber security in regulated firms 2022

Thursday 10th February 2022,

£450 per person (£225 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...

ISA Qualifying Investments Online Workshop 2022

Tuesday 22nd February 2022, GoToWebinar

£400 per person (£200 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.

Junior ISA (JISA) Key Facts Online Workshop 2022

Tuesday 1st March 2022, Online Workshop

£400 per person (£200 for members)

This online workshop has been designed to provide staff with an overview of the key facts within the ISA regulations that relate specifically to Junior ISAs (JISAs).

HMRC ISA Returns Online Workshop 2022

Tuesday 1st March 2022, GoToWebinar

£300 per person (£150 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...

Evidencing the Fair Treatment of Vulnerable Customers 2022

Wednesday 2nd March 2022, Zoom

£699 per person (£349 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.

MiFID II Virtual Conference

Thursday 3rd March 2022, Delivered Virtually, GoToWebinar

£480 per person (£330 for members)

We are pleased to invite you to TISA’s MiFID II Conference, which will bring together the Regulator and industry practitioners and experts in order to discuss the latest regulatory developments

The Essentials of CASS for Client Money & Custody Assets 2022

Tuesday 8th March 2022, Online Workshop

£500 per person (£400 for members)

This 4 hour online workshop is intended to provide an overview of the key elements of the Client Money and Custody Asset rules set out in the FCA’s CASS 6 & CASS 7 sourcebooks. It is suitable for those with little or no previous experience in this area or for...

Annual Retirement Conference 2022

Wednesday 9th March 2022, Virtual delivery, GoToWebinar

£480 per person (£330 for members)

The Retirement landscape continues to move at pace, with new challenges and opportunities continually arising. As policy and innovative solutions evolve to enhance consumer outcomes and industry, we look at some of the key areas for 2022. 

ISA Key Facts Online Workshop

Tuesday 15th March 2022, GoToWebinar

£500 per person (£250 for members)

This online course has been designed to provide staff with an overview of the key facts within the ISA regulations.

TISA Annual Digital Conference 2022

Wednesday 16th March 2022, Virtual delivery, GoToWebinar

£480 per person (£330 for members)

We are pleased to announce TISA’s second Annual Digital Conference. As the Government is determined to position the UK as a leader on Open Finance, we will explore the latest developments and discuss how smart data will enable Open Finance to achieve its potential. The conference will further discuss the...

Introduction to ISAs Online Workshop

Thursday 24th March 2022, Online Workshop

£300 per person (£150 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.

ISA Repairs & Voids Online Workshop

Thursday 24th March 2022, GoToWebinar

£400 per person (£200 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...

Powers of Attorney Key Facts

Thursday 31st March 2022,

£300 per person (£150 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...

Financial Literacy Workshop 2022

Wednesday 20th April 2022, GoToWebinar

£699 per person (£349 for members)

TISA’s new full-day Financial Literacy course will provide attendees with the basic tools and confidence to understand things such as their bank account, payslips how they are taxed and offer them something on budgeting, how to avoid being scammed and then start to save.