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TISA Annual Conference 2017 - keynote speakers Vince Cable & Nicky Morgan

21 Nov 2017
etc. venues
200 Aldersgate, St Paul’s, London, EC1A 4HD
Conferences & Seminars, Other, General Interest
Pensions, Life Assurance, Wealth Management

Costs (VAT inclusive):Members £330. Non members £480. Member firms are entitled to one free place at the conference.  Places are allocated on a first come first served basis. Please note you need to be logged into the members' area to enable you to book and pay by credit card at the member rate – for a list of members please see here.


The Annual Conference is the flagship event in TISA’s seminar programme and an ever-popular event across the financial services industry. This year the Conference theme is ‘Going Global: Transforming the UK into a smarter global financial centre’. Digitalisation in financial services is a driving force for change. Coupled with the opportunities for the expansion of global trade post-Brexit the UK is well-placed to further develop and transform its Global market position. But with many challenges ahead and the needs of consumers centre stage, this has to be a smart transformation.

TISA CISI Accreditation






Our programme will focus on the opportunities for the UK and the savings and investment market to expand its world trade post-Brexit, the role digitalisation and FinTech innovation will play, economic developments and how best to meet the needs of the consumer. We’ll also consider the opportunities for our sector as the Government’s Brexit plans become clearer.

We are excited to introduce a brand-new feature at this year’s Conference – the TISA Information Zone. These consist of 3 separate sessions which offer you the opportunity to hear about, ask questions on and discuss the latest developments in our policy and technical work.

Conference Speakers & Programme
This year’s Conference Chair is Richard Romer-Lee, Co-founder & MD, Square Mile Investment Consulting and Research.  Other confirmed speakers to date include:

  • Rt Hon Sir Vince Cable MP
  • Rupert Harrison, PhD, Managing Director Blackrock – ‘Economic scenario; what does the future hold for UK savers and investors?’
  • Jonathan Bamford, Head of Parliamentary & Government Affairs, Information Commissioners Office - ‘Smarter regulatory expectations: consumer protection and viewpoint on personal data ownership’
  • Rupert Pybus, Global Head of Marketing, Columbia Threadneedle Investments & Jane Goodland, Responsible Business Director, Old Mutual Wealth - 'Starting young - building financial awareness skills at school’
  • Adrian Boulding, Director of Retirement, TISA & Bill Robinson, Senior Adviser, KPMG - 'TISA Savings Index'
  • Pru Ashby, Head of North America, London & Partners - 'Making FinTech smarter'
  • Tom McPhail, Hargreaves Lansdown
  • Rt Hon Nicky Morgan MP
Brexit Panel Session
Chaired by Iain Anderson, Executive Chairman at Cicero, our interactive panel session will consider the implications, impact and opportunities arising from Brexit. Participants to date: Oliver Wright, Public Policy Editor of The Times, Vicky Ford, MP and Chris Leslie, MP.

We will be revealing the rest of our exciting speaker line-up shortly.

TISA Information Zone

11:00 – 11:20 Session 1: Technical Update – Our Technical Policy Director Jeffrey Mushens provides the latest on regulations impacting UK financial services, both domestically and from the EU, including the essential work being carried out in our MiFID II and CASS member forums.

11:20 – 11:40 Session 2: Savings Update – Renny Biggins, Pensions Technical Officer, showcases our expertise in the savings and retirement space on complex areas like traversing the age 75 watershed with multiple pensions, the expanding ISA universe and will provide a taster of our training capabilities in these areas.

11:40 – 12.00 Session 3: Digital Update – TISA's Digital Innovation manifesto spans the formation of a Digital Identity pilot to address the needs for fully fledged and secure identity and authentication for the Financial Services Sector, the need for understanding on how Data Protection requirements are evolving, alongside the ongoing need to support the UK FinTech sector, and provide training and awareness. Digital Innovation Director Andrew Churchill will update on the Digital Identity pilot and how the Code of Conduct in Data Handling will apply.

If you are interested in attending any of the Information Zone sessions, simply select the ‘Breakfast & Information Zone sessions’ tick box option when completing the booking form. All sessions are free and do not need to be booked separately – delegates are free to attend any or all of the sessions as they wish.

Delegate Options 
We are keen that you get the most from the TISA Annual Conference. When completing the booking form this year, please be sure to select from the following additional options:

  • Breakfast & Information Zone sessions
  • Lunch
  • Drinks Reception

Lead Sponsor: DST
Lunch Sponsor: Aberdeen Standard Investments
Refreshments Sponsor: Duff & Phelps
Lanyard Sponsor:  LexisNexis Risk Solutions

Investment 2020
KickStart Money

TISA members receive 1 free place on a first come first served basis.

Price available upon application
7 Hours
Dakota House, 25 Falcon Court, Preston Farm Business Park, STOCKTON-ON-TEES, TS18 3TX.

Tel: +44 (0) 1642 666999