TISA to develop open standards to share people's investment data

13 member firms to oversee project

Tom Ellis
clock • 1 min read

The Tax Incentivised Savings Association has launched a project to develop what it called an 'Open Savings & Investment solution' in order to allow UK savers to "more easily control their key holdings and valuation data".

The association said the project's vision is to see financial services firms release their customers' data in a secure, standardised form so it can be shared easily between those businesses and with their clients. It said the project covers all consumer savings and investments, including ISAs, pensions, bonds, GIAs, insurance products and any other non-banking assets. Some 13 members of TISA have agreed to join a committee to oversee the project. These include Bravura, FNZ and GBST, which provide the majority of the adviser platform market with technology, as well as other financial serv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Half of advisers use technology for Consumer Duty compliance

Half of advisers use technology for Consumer Duty compliance

Advisers not aware of digital tools that can help

Sophia Panayi
clock 04 September 2026 • 2 min read
The human advantage: Why better AI raises the value of good advice

The human advantage: Why better AI raises the value of good advice

Raising the standard of understanding

Elly Dowding and Lee Coates
clock 04 September 2026 • 4 min read
Marloo adds Morningstar research and data to AI platform

Marloo adds Morningstar research and data to AI platform

Available to UK adviser users

Sophia Panayi
clock 02 September 2026 • 1 min read