Malcolm Small to join TISA
New Portfolio and Retirement Planning function created
TISA has appointed Malcolm Small to the new role of Director, Portfolio and Retirement Planning. The new Portfolio Planning function includes distribution which will include wraps and Retirement includes pensions, bonds and of course SIPPs.
Small, who joins the staff of TISA, has a particular interest in, and experience of, retail financial services distribution and has been involved in a number of initiatives building new businesses in this field. He has recently been Chairman of the Investment and Life Assurance Group.
The role will include the creation of a Distribution Council, which will have a Wrap Committee, and will focus on developing both industry-wide and public policy solutions.
Tony Vine-Lott, TISA Director General, said:
“Malcolm Small joins TISA at an important time. This new role focused on Retirement and Portfolio Planning is set to support both existing and new TISA members in this important and expanding part of the tax incentivised savings market.”
Malcolm Small said:
“TISA has shown real public policy leadership in the field of ISAs and Child Trust Funds. I am looking forward to helping the Association build further capacity as it continues to expand its reach across tax incentivised investing.”
From 1 July 2007, the Pep & ISA Managers Association was renamed as the Tax Incentivised Savings Association (TISA): www.tisa.uk.com
For more information:
Tony Vine-Lott, TISA Director General
07790 006108
Iain Anderson, Cicero Consulting
020 7665 9530
07785 507045