The Investing and Saving Alliance (TISA)

TI
Financial Advisors

The Investing and Saving Alliance (TISA)

Dakota House, Stockton-on-Tees TS18 3TX
# The Investing and Saving Alliance (TISA)

TISA is a not-for-profit membership organisation representing over 260 firms across the UK savings, investment and financial services sector. Based in Stockton-on-Tees, TISA functions as a trusted industry partner, developing evidence-based strategic solutions for government, policymakers and regulators.

Their primary mission centres on improving financial wellbeing for UK consumers through collaborative engagement with the financial services industry. Rather than operating as a commercial enterprise, TISA bridges the gap between consumer needs and industry capability, identifying and addressing major financial challenges facing the public.

The organisation distinguishes itself through research-led insights—such as their recent work on designing targeted support for investing attitudes—and practical, industry-wide initiatives. They convene key stakeholders through high-profile annual conferences and specialised workshops, creating platforms for knowledge-sharing and professional development.

TISA's approach combines advocacy, training and community building. They provide tailored in-house training programmes for member firms, whilst their online Money Management Training Series democratises financial education through eight focused modules on personal finance topics. Their Engage Newsletter keeps members informed of regulatory developments and industry trends.

What sets TISA apart is their dual focus: improving consumer outcomes whilst supporting industry compliance and innovation. They're not a regulator or advisory firm, but rather a collaborative force facilitating collective industry response to financial wellbeing challenges. This positioning makes them uniquely influential in shaping UK financial services policy and practice.
Services offered
In-house training programmesMoney Management online training modulesResearch and strategic proposalsAnnual conference hostingSpecialist workshops (social engineeringDC retirement optionsvulnerable clients)Policy development consultationMember engagement and networkingNewsletter and industry updates
Location
Dakota House, Stockton-on-Tees TS18 3TX

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