Cash & Investment Savings Technical Committee

Cash & Investment Savings Technical Committee


The Cash and Investment Technical Committee will consider, advise and lead industry initiatives to improve technical landscape of cash and investment savings in the UK.  In particular, the committee works with HMRC and all other relevant interested parties on the Child Trust Fund (CTF) rollover workstream. The committee will also consider Policy matters such as ISA simplification of new government initiatives and, where necessary, establish a working group to prepare proposals.

Areas of focus

  • Technical issues raised by the main policy council.
  • Child Trust Fund rollover.
  • Technical simplification for investment and savings products.
  • Liaise with HMRC on technical matters raised within committee.
  • Policy: ISA simplification

Nigel Banfield, Technical Policy Manager (Cash Savings) leads on this work at TISA

Participating member firms

Chair: Rob Jameson, M&G Investments

Aberdeen Standard Investments

Aegon UK Plc

Altus Limited

Barclays PLC

Barclays Wealth

Brewin Dolphin Ltd

Cazenove Capital

Coutts & Co

Danske Bank

Fidelity International

GBST Wealth Management

Hargreaves Lansdown



Interactive Investor

JTC Group

L & G plc

Lloyds Banking Group

M & G Investments

Money Guided


Old Mutual Wealth



Punter Southall Wealth Limited

Rathbone Bros Plc

Redmayne Bentley

Royal Bank of Scotland

Saltus Private Wealth

Sanlam Financial Services UK Ltd

Santander UK Plc

Smith & Williamson IS Ltd


Standard Life Plc

Thesis Asset Management

Third Platform Services Limited

Virgin Money PLC

Cash & Investment Savings

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If you are a TISA member, and would like to get involved with the Cash & Investment Savings work, please get in touch

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