Fidelity’s David Dalton-Brown joins TISA Board
TISA – Tax Incentivised Savings Association – has appointed David Dalton-Brown, the Executive Director and Head of Fidelity FundsNetwork and UK Platforms, to the Board as a Non-Executive Director.
David Dalton-Brown joined Fidelity in March 2005 with a mandate to develop the FundsNetwork proposition for the pre/post retirement marketplace. In 2009 his responsibilities were extended to include responsibility for the development of Fidelity’s DC platform.
Prior to joining Fidelity David Dalton-Brown was a Business Development Director at Prudential and gained wide ranging experience in the platform and financial services sector working for Norwich Union, KPMG and Ernst & Young.
TISA Chairman John Brasington says:
“David’s wealth of financial services experience will be invaluable to our Board, particularly in the areas of retirement planning. I am also looking forward to his contribution to our work urging government, its advisers, regulators and other bodies to work together to encourage higher levels of consumer saving and to fulfil consumers’ long term financial interests.”
David Dalton-Brown comments:
“I am delighted to be joining the TISA board and I look forward to contributing to TISA’s ongoing development through playing a full and active role through my knowledge of the platform market and the wider medium to long-term savings market. After such a turbulent period in economic history, savings should be at the forefront of everyone’s minds, but this is not yet the case. I hope that by working with TISA we can help restore faith in the UK financial system and urge the government to be doing more in the way of encouraging consumer saving.”
TISA’s other Non-Executive Directors are Clive Shelton, Peter Thomson, Julian Korek, Tony Solway, Eric Stobart and David White.
Ends
For further information please contact:
John Brasington, Chairman, TISA, telephone 07971 280315 (mobile).
Issued on behalf of TISA by Cauldron Consulting, contact Steve Radford, telephone 020 3178 7238 or 07889 903786 (mobile). Email: steve.radford@cauldron-consulting.com
Notes for editors
Biographical Note: David Dalton-Brown
David Dalton-Brown (Executive Director, Head of Fidelity FundsNetwork and UK Platforms), joined Fidelity in March 2005 with a mandate to develop the FundsNetwork proposition for the pre/post retirement marketplace. Since then the platform has grown, offering a choice of tax wrappers – including ISA, SIPP, onshore and offshore bonds as well as a range of tax/estate planning trusts and continues to innovate to provide the open architecture fund based platform solutions that consumers and advisers are looking for.
In 2009 David’s responsibilities were extended to include responsibility for the development of Fidelity’s DC platform and the integration of the FundsNetwork and DC platforms to create a complete pre / post retirement solution for consumers, advisers and employers.
In 2009 Fidelity’s platform assets under administration have grown to over £22bn.
Prior to joining Fidelity, David was Business Development Director at Prudential and gained wide ranging experience in the platform and financial services sector working for Norwich Union (10 years in a range of senior roles), KPMG (as a Partner in their insurance practice) and Ernst & Young. He has a BSc (Hons) in Electrical/Electronic Engineering from Brunel University.
The Tax Incentivised Savings Association (TISA)
TISA is the premier trade association in the UK retail savings and investment industry. By engaging with member firms, government, political parties, regulators and consumer groups TISA’s ultimate goal is always to further consumers’ best interests. It seeks to improve the range, features and quality of savings and investment schemes available whilst at the same time encouraging more people to save for their financial security and peace of mind.
Uniquely, TISA is able to articulate the opinions of the whole savings and investments marketplace through its membership comprising over 120 member firms involved in the supply or distribution of products to the sector and its consumer interest. TISA’s remit extends across the broad spectrum of government sponsored savings and investment vehicles including:
• Individual Savings Accounts (ISAs)
• Child Trust Funds (CTFs)
• Savings Gateway
• Personal Pensions
• Investment Bonds
• Employer based pension schemes
• Wraps and platforms
• Other consumer-centric savings schemes and initiatives.
HM Government uses TISA’s market knowledge and ability to represent the views of both the savings and investments industry and consumers to help it to formulate its policy in this area. Recent TISA successes include improvements to the ISA, the regime in which ISAs operate and simplification of the CTF.