Inclusive Investing
Joining forces to make investing accessible to all
“At TISA we believe it is vital for organisations to do more, think more creatively and work
more collaboratively to push for greater equity in the financial services industry.”
Carol Knight
CEO of TISA

#InclusiveInvesting2024

💡 Stop putting it off – women, take action to make the most of your money


Did you know? Women are great at investing, but they are often too busy looking after everyone else to spend time on their financial future.

 

Stop putting off saving for tomorrow, today. Let us help you get started on your journey by sharing the keys to unlocking greater investment with a Stocks and Shares ISA (S&S ISA).

💡 Does this surprise you? Women invest as successfully as men – often better.

A Warwick Business School study of 2,800 investors found that overall, women’s investments performed 1.8% better than men’s. It’s no surprise then that women have been successfully investing in their financial futures for a better wellbeing for many years!

 

It’s never too late to begin investing in your financial future and a Stocks and Shares ISA (S&S ISA) is a great place to start. With the tax year end approaching, it’s the perfect time to make a difference now.

💡 Have you ever wondered what a typical investor looks like?

As the end of another tax year approaches, we have been talking to women in the UK about how they are investing in their financial futures. And it’s clear to see that there really is no typical investor.

 

When it comes to money, sometimes the first step is the hardest, or just knowing where to get support. A Stocks and Shares ISA (S&S ISA) could be a great place to start your investing journey.

To find out more, please click on the buttons to visit these resourceful sites.

Follow more #InclusiveInvesting2024 coverage on TISA’s LinkedIn and X pages.

Guest BLOG: Gender diversity in financial services, the why and the how?

Upcoming TISA Event

TISA launches Industry-wide Inclusive Investing Initiative at Parliament

TISA and industry partners yesterday launched a wide-ranging Inclusive Investing initiative to make investing more accessible and equitable for all individuals at an event on

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INSIGHT💡: The keys to unlocking greater investment in Stocks & Shares ISAs

‘Our research shows that 70% of consumers without a Stocks and Shares ISA had never considered investing in one, that most consumers vastly overestimate the probability of losing money in a Stocks and Shares ISA and that peer effects play a significant role in investment decisions. Women, who are 8% less likely than men to invest, are both more likely to overestimate the probability of losing money in a Stocks and Shares ISA than men, and less likely to think that ‘people like them’ invest.'

TISA Inclusive ISA Investing Marketing Roundtable

TISA hosted a roundtable event on Tuesday 19th September 2024, in association with Schroders, to discuss how the marketing of ISA products could be improved to make investing more inclusive.

Building on the work already being conducted by TISA, the roundtable brought together senior industry marketing professionals and those responsible for Corporate Social Responsibility (CSR), to discuss best practices in developing marketing that better takes account of potential female investors; the barriers to reaching wider audiences effectively; and changes needed within the industry to promote greater equity, diversity, and inclusion.  Disparities in gender and wealth are an oft-talked about issue but nevertheless continue to persist. TISA is adding its voice to call for change in this important area.

Speakers of the roundtable included Gillian Hepburn, Jessie Davidson and Holly Mackay. We were also joined by Angus Henderson (Alpine Films) and Anna Brading (Mentora Money) who are supporting the video project being undertaken by TISA, sponsored by Schroders. More here.

TISA Holds Inclusive Investing Marketing Roundtable with Industry Leaders

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With thanks to our roundtable hosts

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Blog

Blog: A Day in the Life: Filming Conversations About Investing in Birmingham

Being a financial educator and TikToker comes with its unique set of challenges and exciting opportunities. One day in October, I had the incredible experience of collaborating with TISA and Schroders for a day of filming in Birmingham. The mission? To engage women in conversations about investing, bringing money discussions to the streets of central Birmingham. Here’s a glimpse into the behind-the-scenes of this empowering day.

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