About TISA Training Coronavirus Update TISA continues to work on behalf of our members and the consumer and we are of course following government guidance and best practice during this time. Our staff are currently working from home and can be contacted as usual via our email addresses and mobile numbers. If you do not know the name or contact details of the individual you want to talk to, please contact tisaoperations@tisa.uk.com and your message will be directed to the appropriate contact/s to help you. Please click here to get the latest on what we are doing in reaction to the COVID-19 emergency. We hope you are keeping well. Quick Links About TISA Events All TISA Training Workshops Events & Training About TISA Training A key aim of TISA is to help members to keep ahead of industry developments, access specialist technical knowledge and enhance their CPD. TISA’s acclaimed training programme provides technical and practical workshops, from specialist to introductory levels and can be accessed via our public courses, regionally or in-house at your firm’s offices. CISI – CPD Accreditation Many of our Seminars, Events and Training courses are endorsed by the CISI for CPD requirements to support your continuing professional development. CISI members also receive a discounted rate at all TISA events. Please refer to the individual events section for further details. London & Edinburgh based, regional or in-house training available Workshops Delivered by TISA experts or in partnership with leading businesses, TISA’s acclaimed training programme is available throughout the year and provides technical and practical courses, from specialist to introductory levels, on a range of business critical topics. The list of upcoming workshops can be seen here Regional workshops If you are able to provide a suitable venue and can guarantee a minimum number of delegates for the workshop you require, we can deliver any of our workshops in the location of your choosing. Workshops can be provided for up to 20 attendees (subject to the size/scope of your training facilities) and we will offer any available places up to this number for other people in your region at our usual attendee fee. Benefits include: Dates can be arranged to suit your requirements. Fees for your attendees will be charged at a discounted rate. Savings on travel and related costs for attendees. Delegates will have less time away from the office. In-house training We can deliver any of our workshops as a closed session for your attendees in the location of your choosing. Benefits include: Dates can be arranged to suit your requirements Fixed fee for up to 20 attendees In some cases, workshop content can be tailored to meet the needs of your group. Your group will be able to ask specific questions knowing the workshop is closed to others. Featured training workshops ISA In-house workshops All ISA workshops are available as in-house sessions delivered on your premises, for your staff, where the content can be tailored specifically to match your product/service if that is appropriate. Training material can therefore be changed to focus on certain ISA topics that are particularly relevant or important to your business. This type of session may be of use to you when multiple members of staff require the same input at the same time, for example staff on a development programme (whether for training & competence [T & C] or continuing professional development [CPD]), prior to launching a new ISA product, expanding an existing service, times of exceptional workloads, or if you are re-locating. Companies that make use of this service value the benefits of being able to discuss business issues during the workshops helping them understand how the various ISA rules impact on their internal business procedures/processes. Read what delegates have to say about TISA in-house ISA training: Insurance Company – In-house ISA Key Facts Workshop The training we’ve received has been comprehensive, thought-provoking and well received by all those that attended. The trainer was very knowledgeable, well prepared and took the time to answer our questions during and after the training. We would recommend the training to anyone wanting a deeper understanding of the ISA rules and the nuances within these. ISA Key Facts, Repairs/Voids and ISA Additional Permitted Subscriptions (APS) Workshops Great sessions run by TISA to enhance our internal business knowledge of ISAs. The workshops helped to bring a large group together, all with different levels of understanding, and bring everyone’s knowledge up to date and to the same level. TISA clearly understood our training needs (by engaging with us early to ensure clarity in our training objectives) and then tailored the training to those needs. Each session was well planned, with a good level of supporting material. TISA clearly knew their stuff and were able to talk through and discuss specific questions as they arose whilst keeping attendee engagement throughout. A really insightful workshop that greatly helped to increase general ISA knowledge within our business. Would definitely recommend them to others and hope to be part of future TISA sessions. If you would like to find out more please contact enquiries@tisa.uk.com. Bespoke Pensions Training Workshops TISA also offers bespoke Pensions workshops that can be delivered in-house to your employees by TISA’s Pensions expert – Renny Biggins. Read more about the workshops below and some feedback from recent events. Pensions Landscape & Transfers Join this online workshop to gain a holistic view of the UK pensions landscape, the challenges being faced and the initiatives being introduced. We will cover all types of DC pension transfer processing and a review of forthcoming industry initiatives. This course is particularly beneficial to those who are newer to pensions administration or those who would like a refresh. Course overview Current state of the UK pensions landscape – types of schemes in operation The regulatory regime Current challenges being faced by Government, providers and consumers Initiatives being introduced and the reasons for them The various types of DC pension transfers which exist and the associated procedures needed to undertake them Who is it for? This course would be useful for anyone responsible for pension transfer, particularly those who are newer to pensions administration and those who would like a refresh. If you would like to find out more please contact website@tisa.uk.com. DC Death Benefits DC pension death benefits have undergone several changes in recent years, with an increase in the options available and the opportunity to pass on pension wealth through generations without incurring tax charges. This course is designed to help attendees understand the various options available, the processing of associated crystallisation events and the potential tax charges that may apply. It is suitable for administrators who process death claims and can serve either as a refresher or education for those new to death claim processing. If you would like to find out more please contact website@tisa.uk.com. Very detailed and technical, very comprehensive. Covered all things I expected it to cover.Value for money – definitely enhanced my knowledge of death benefits. Very relevant and precise! Can we have more tailor made training sessions like this. Feedback from delegates at Phoenix – November 2018 MiFID II/Costs and Charges We are delighted to offer bespoke / in-house tailored training on key aspects of MiFID II and Costs & Charges, which has been delivered to a number of key industry organisations and has also included specific training for NEDs. MiFID II workshops include the following insights: Background and overview What the rules mean Key issues for firms in reporting to clients Explanation of best practice Interactive discussion of firm specific issues. If you would like to find out more please contact website@tisa.uk.com. .st0{fill:#1DA1F2;} .st1{fill:#FFFFFF;} Cookies Privacy Policy Terms & Conditions © Copyright, The Investing and Saving Alliance 2021