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Financial Guidance Working Group
The Financial Guidance Working Group seeks to address how best to provide meaningful help to an estimated 45 million UK consumers who need help but are not in the market for fee-paid financial advice. The group aims to influence stakeholders and policymakers such that the industry is able to work co-operatively with public services to provide a consistent guidance service to the public, and promote a more financially resilient society.
Stephen Gay, Policy Team Manager leads on this work at TISA.
Areas of focus
- Engaging with government and the FCA to enables broad based delivery of personalised financial guidance by regulated financial services firms.
- Engaging with government and the new Single Financial Guidance Body and other government stakeholders to explore and implement solutions that enhance consumer access and delivery.
Firms who are members of/participating
Aegon
Aviva
Barclays
Blackrock IM (UK) Limited
Brewin Dolphin Ltd
Fidelity Worldwide
HSBC
Hargreaves Lansdown
Invesco Perpetual
Lloyds Banking Group
Nationwide
Pinsent Masons
Quilter
Royal Bank of Scotland
Vanguard
Zurich
If you are a TISA member, and would like to get involved with the Financial Guidance work, please get in touch at engagement@tisa.uk.com