TISA gets into shape with 2009 events programme
TISA – the Tax Incentivised Savings Association – is to hold a series of events in 2009 to highlight consumer and industry expectations for the future in the savings and retirement planning sectors.
Starting the programme will be “Shaping the Future” to be held on Tuesday 24 February in London. This conference will focus on how the industry can tailor its products and services to fulfil the expectations of the consumer, whilst at the same time also complying with the needs of the regulator.
Topics to be debated from the consumer viewpoint will include the changing face of distribution; maximising outcomes for consumers through financial innovation; key issues and opportunities the financial services industry needs to face up to and customer service. From the regulatory standpoint presentations will cover treating customers fairly; financial capability; personal accounts; and protection.
TISA Director General Tony Vine-Lott says:
“The current economic downturn is prompting people to act cautiously and to feel more inclined to save. But we need to do more. This means providers offering innovative products to fully meet the consumer needs and government joining up the range of incentivised savings schemes to create a meaningful saving for life platform.
“TISA is uniquely placed to bring the consumer, provider and government/regulator viewpoints together – that is why this series of conferences is so important.”
Confirmed speakers at this conference include:
Chris Pond, Director of Financial Capability, FSA
Malcolm McLean, Chief Executive, Pensions Advisory Service
Peter Le Beau, Associate Director, Lyncombe Consultancy Ltd
Doug Taylor, Personal Finance Team Leader, Which?
Peter Tutton, Social Policy Officer, Citizens’ Advice Bureau
Robert Reid, Head of Financial Planning, Raymond James Investment Services Ltd.
Chairmen for the day will be Simon Morris, Partner at CMS Cameron McKenna LLP (morning) and Mick McAteer, Director at The Financial Inclusion Centre (afternoon).
The conference will be held on Tuesday 24 February at M&G Investments, Governor’s House, Laurence Pountney Hill, London EC4R 0HH from 09.30 to 17.00. Further details are available on the TISA website: www.tisa.uk.com
Ends
For further information, please contact:
Tony Vine-Lott, Director General, TISA – Tel: 01372 374728, Mobile: 07790 006108 Email: tony.vine-lott@tisa.uk.com
Steve Radford, Cauldron Consulting – Tel: 020 3178 7238, Mobile: 07889 903786 Email: steve.radford@cauldron-consulting.com
Or visit: TISA’s website: www.tisa.uk.com
Email enquiries to: enquiries@tisa.uk.com
Notes for Editors
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 long term 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 its policy in this area. Recent TISA successes include improvements to the ISA, the regime in which ISAs operate and simplification of the CTF.