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. ​

Description

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

Speakers

• Lisa Laybourn, Director of Risk and Technical Policy, TISA
• Chair: Adam Ross FCII, Client Advocate, Marsh/ IIL Ambassador