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TISA

Regulation

TISA to hammer out clear MiFID II guidelines

Financial services lobby group TISA has vowed to bring clarity to what the incoming European legislation Markets in Financial Instruments Directive (MiFID II) will mean for advisers and providers.

clock 30 July 2015 •

Regulation

Industry split on mandatory advice for annuity trade-ins

The industry has welcomed the government's proposal to allow consumers to sell on their existing annuities but has clashed over whether advice should be mandatory for those wanting to sell.

clock 19 June 2015 •

Pensions

Adrian Boulding joins TISA after 18 years at Legal & General

Adrian Boulding, Legal & General's pension policy stalwart, has joined the Tax Incentivised Savings Association (TISA) following the announcement of his departure from the provider.

clock 28 May 2015 •

Retirement

FCA under pressure to agree on 'common sense' guidance principles

An industry initiative managed by the Tax Incentivised Savings Association (TISA) and backed by 50 firms and trade bodies has called on the regulator to agree on a ‘common sense' standard for the delivery of guidance to consumers.

clock 11 March 2015 •

Wrap/platforms

Platforms could face £10m bill from tax changes branded as 'horrible as FATCA'

Platforms could be hit with a £10m bill in order to make sure they comply with new EU tax rules, the Tax Incentivised Savings Association (TISA) has warned.

clock 15 September 2014 •

Wrap/platforms

FCA to meet with TISA as trade body sends re-reg reminder

The regulator is set to meet members of the Tax Incentivised Savings Association (TISA) to discuss re-registration rules, with the trade body reiterating to platforms best practice guidelines when dealing with super clean share classes after issues arose...

clock 22 August 2014 •

Wrap/platforms

Standard Life calls for 'common currency' to aid re-reg

Standard Life has called for platforms with super clean deals to house alternative share classes in order to aid re-registration.

clock 11 August 2014 •

Wrap/platforms

Advisers facing super clean fund transfer 'nightmare'

The use of super clean share classes by certain platforms is beginning to cause 'unintended restrictions' for clients trying to re-register to alternative platforms.

clock 28 July 2014 •

Retirement

Labour committed to automatic pension transfers if it gets in

Labour will continue to push through developments on an automatic pension transfer system if it wins the next general election, it has been confirmed.

clock 24 July 2014 •

Your profession

PFS and TISA to launch client ownership principles

The Personal Finance Society (PFS) and Tax Incentivised Savings Association (TISA) are consulting on a protocol designed to provide clarity surrounding the treatment of client relationships between a firm and individual advisers.

clock 12 June 2014 •
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