TISA to hold free P2P seminar
TISA, the investments and savings membership organisation, is holding a free to attend seminar for financial advisers in London on May 3rd on the suitability of peer-to-peer lending as an investment vehicle.
Leading industry figures will address the key questions that advisers face when deciding whether they should consider peer-to-peer and debt-based crowdfunding for their clients, assessing the benefits for clients and determining the potential risks.
Jeffrey Mushens, Technical Director at TISA said:
“The world of peer to peer lending and debt-based crowdfunding has evolved noticeably over the last few years and technology driven developments have led to this area becoming increasingly attractive to a wider investment audience. But while for many advisers this represents an exciting and revolutionary investment opportunity, others are more circumspect. Our aim with this seminar is to increase understanding to enable advisers to make informed decisions on peer-to-peer lending and the role of the Innovative Finance ISA.”
Speakers at the seminar include:
• Julia Groves, Partner, Head of Crowdfunding, Downing – ‘What is the difference between P2P and debt-based crowdfunding?’
• Ceri Williams, Investment Operations, RateSetter – ‘Dispelling the myths around marketplace lending’
• Will Watling, Principal Consultant, Altus Ltd – ‘Challenges to distributing P2P via advisers’
• Monica Gogna, Partner, Ropes & Gray LLP – ‘Legal and Regulatory Challenges for P2P’
• Jake Wombwell-Povey, CEO, Goji – ‘IF ISA’s – the first year’
• Richard Wazacz, CEO, Octopus Choice ‘P2P and Advisers’
There will also be a panel session and open discussion.
The seminar will take place on Wednesday May 3rd at Ropes & Gray LLP, Ludgate Hill, London commencing at 13.00 and concluding by 16.30. Places are limited and can be booked in advance via TISA’s website: http://www.tisa.uk.com/other_event.html?event_id=412
Ends….
For further information please contact:
Alistair Kellie – Telephone: 0207 680 6558/Email Alistair.Kellie@newgatecomms.com
Sara Neidle – Telephone: 020 7680 6550 / Email Sara.Neidle@newgatecomms.com
Jessica Hodson Walker- Telephone: 020 7680 6538/EmailJessica.HodsonWalker@newgatecomms.com
Email: TISA@newgatecomms.com
Notes for Editors
TISA is a unique, consumer focused membership organisation. Our aim is to improve the financial wellbeing of UK consumers by aligning the interests of people, the financial services industry and the UK economy. We achieve this by delivering innovative, evidence based proposals to government, policy makers and regulators.
TISA’s growing membership comprises over 160 firms involved in the supply and distribution of savings and investment products and services. These members represent all sectors of the financial services industry, including asset managers, insurance companies, fund managers, distributors, building societies, investment managers, third party administrators, FinTech, consultants and advisers, software providers, financial advisers, pension providers, banks and stockbrokers.
Current themes of TISA policy work include:
• Brexit: developing proposals for government that will enable the savings and investments sector to prosper on a global scale
• Digitalisation: a digital identity for consumers of financial services, innovation, standards and data responsibilities
• ISA’s: LISA, simplification of the regime
• Retirement saving: the Auto Enrolment review, self-employed and pension tax relief
• Housing: the use of property to supplement retirement income
• Guidance: developing a framework and services to make guidance more widely available
• Education: supporting the education of young people to make them aware of the impact of finance on their life.
TISA also provides support on a range of operational and technical issues targeted at improving infrastructure and processes, standards of good practice and the interpretation and implementation of new rules and regulations. TISA has a successful track record in working cooperatively with government, regulators, HMT, DWP and HMRC to improve industry effectiveness by reducing cost and risk and to enhance customer outcomes. This work currently includes: MiFID II, CASS, the UK Fund Settlement initiative and Payments Strategy Forum. TISA Exchange (TeX) is providing a model for transfers and re-registrations.
Website: www.tisa.uk.com