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



💡 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?

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, 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.

TISA and Schroders have begun work to develop an unbranded marketing video targeting millennial and Gen-Y women who live outside of London. The aim of the video is to demonstrate more inclusive marketing. It is part of a programme of work showing how a shift in language, marketing and communication techniques can help to increase consideration of S&S ISAs among groups often missing out on products available to them.

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

With thanks to our roundtable hosts

Meet our Roundtable speakers


Holly Mackay,
Founder and CEO, Boring Money


Gillian Hepburn,
Head of UK Intermediary Solutions, Schroders


Carol Knight,


Jessie Davidson,
Analyst, Oxera


Faith Reynolds,
Advisor to the Board, TISA

Latest news


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.

Read More »

Holly Mackay

Economic Secretary to the Treasury and City Minister

Holly has worked in finance since 1999. She is a financial expert, a commentator on investment markets and the founder and MD of Boring Money. She passionately believes that we can explain things better, and that investments shouldn’t just be for “The Old Boys”.
A successful entrepreneur who built and then sold her first business in 2014, Holly is a regular media commentator and has appeared on or contributed to the BBC, The Times, The Telegraph and The Mail on Sunday. She is living proof that you can be in Set 4 for Maths when you’re 13 and still get your head around investments.
Boring Money had 1 million visitors to the site in the last year and has a 4.9/5 rating on Trustpilot.

Gillian Hepburn

Head of UK Intermediary Solutions, Schroders

Gillian has over 30 years’ experience in financial services. Prior to joining Schroders, she had an extensive career at Standard Life followed by consultancy positions with a range of platform providers, asset managers and financial advisers. She also founded DISCUS, a business which provided research, insight and educational content for financial advisers about the outsourced investment market and spent time as Head of Strategic Partnerships at the Embark Group. Gillian is responsible for outsourced investment solutions for the UK Intermediary market including model portfolios on platforms and multi-asset funds.

Carol Knight

Chief Executive Officer, TISA, Membership Services

Carol is CEO, TISA Membership Services and Company Secretary. Carol has been in financial services since 1998, having previously worked in variety of industries, including education, local government, Civil Service and the gaming industry.A qualified and experienced teacher Carol gained her degree at King Alfred’s College in Winchester and taught in Romsey, Hampshire. She then spent 7 years at Skandia, managing the PEP & ISA new business and transfers department.

Carol joined TISA in 2004 and has been responsible for the day-to-day running of the Association’s administration centre, technical support, member communications, expanding the events and training programme and technical issues in the cash savings sector. In 2009, she also took on the role of Company Secretary. Carol joined the TISA Board as Operations Director in July 2011, extending her responsibilities to include finance. This was swiftly followed by taking a position as Executive Director for TISA Exchange.

In August 2015, Carol became Chief Operations Officer for TISA, supporting the Director General with the general running of the company and with personal responsibilities for Children’s Financial Education, internal administration, HR and finance together with acting as TISA spokesman for the media and at functions.

Carol is also a Director for both TeX (the contract club managing the legal structure supporting electronic messaging for transfers) and CT Holdings & Services Ltd (which operates under the brand of STAR where TeX and Criterion are working in collaboration to deliver the Service Level Agreements recommended by the Transfers & Re-registration Industry Group tasked by FCA to improve transfer times).

Jessie Davidson

Analyst, Oxera

Jessie is a member of Oxera’s Regulation & Market Design, Financial Services and Transport teams, and its Climate Economics Group. She uses economics and analytical tools to provide solutions to a range of client issues, and has worked on projects spanning impact assessments, commercial disputes and commercial strategy. She has undertaken analysis estimating the impact of policies in a range of sectors, including in aviation, rail transport and decarbonisation, and supported clients in the context of a changing regulatory landscape. Before joining Oxera, Jessie graduated with an MSc in Economics from the University of Warwick, where she specialised in applied microeconomics. She then worked as a research assistant in health and environmental economics.


Faith Reynolds, 

Advisor to the board

Faith is a strategic adviser to industry, government and regulators on fintech, Open Banking, Open Finance & Smart Data. She is the Independent Consumer Representative on the Open Banking Implementation Entity Steering Group. Faith is also a Non Executive Director for the Current Account Switch Service at Pay.UK. She advises the Lending Standards Board on the implementation of the Authorised Push Payment Scams Code and is a Non-Executive Director for Fair4All Finance which is responsible for promoting financial inclusion through the distribution of dormant assets. She is a Senior Fellow at the Finance Innovation Lab. Previously she was a member of the FCA’s Financial Services Consumer Panel and led the Data Rights Working Group for the FCA’s Open Finance Advisory Group. During an earlier part of her career she established Toynbee Hall’s financial inclusion services. She is a 2010 Clore Social Fellow.