Previous event
TISA: improving the financial wellbeing of all UK consumers
Wednesday 1 November 2023, 1:00 pm - 2:00 pm
Online event
Lisa Laybourn, Director of Risk and Technical Policy, TISA
Financial Planning
In this IIL financial planning webinar, Lisa Laybourn talks about TISA - The Investment and Saving Alliance - and how they work with member firms to deliver practical solutions and devise innovative, evidence-based strategic proposals for government, policymakers and regulators that address major consumer issues.
In this session, the speaker also gives a high-level overview of the following areas:
- Consumer Duty and Vulnerability
- Advice-Guidance boundary
- Simplification of ISA’s
- Financial Education
Learning objectives:
- To understand the current challenges facing firms in supporting consumers
- To understand how TISA supports firms in managing the regulatory burden
- To understand the legislative and regulatory changes required to improve outcomes for savers and investors
Chair: Adam Ross FCII, Client Advocate, Marsh/ IIL Ambassador
Venue
Online event
Booking information:
You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 3/4 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Tue 31 Oct 2023, 1:00 pm - 2:00 pm
Online event
Richard Dudley ACII, Global Head of Climate Strategy
London Market