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Investor Working Group

Investor Working Group

Our Investor Working Group monitors and influences developments that impact investment in the public markets including plans for a UK ISA, reforms to the UK’s pension landscape and the implementation of the Investment Research Review.

Engaging with key government departments, regulators and other industry bodies including HM Treasury, Department for Business and Trade, British Business Bank, FCA, and the UK Equity Markets Association (UKEMA).

Investor Working Group Members

Investor Working Group Chair

Paul Stevens  Business Growth Fund (BGF)

Fraser Elms   Herald Investment Management Ltd
James Goodman   Schroders Investment Plc
Judith MacKenzie   Downing LLP
Katie Potts   Herald Investment Management Ltd
Richard Power   Octopus Investments
Eustace Santa Barbara   Canaccord Genuity
Gervais Williams   Premier Miton Group Plc

Meetings

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17 April, 2024

Investor Working Group – April 2024

This meeting is being held on Wednesday 17 April February at 9.00am with Sunil Dhall of the UK Equity Markets Association (UKEMA) as guest speaker.
22 February, 2024

Investor Working Group – February 2024

This meeting is being held on Thursday 22 February at 4.00pm with Rachel Kent and Melanie Johnson, of the Investment Research Review. 

Published Responses

31 October, 2024 in Responses

QCA response to the FCA – Review of FCA requirements following the introduction of the Consumer Duty

QCA Response to the FCA - Review of FCA requirements following the introduction of the Consumer Duty.
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31 October, 2024 in Responses

QCA Response to HM Treasury – The Accelerated Settlement Taskforce Technical Group’s report and draft recommendations.

QCA Response to HM Treasury - The Accelerated Settlement Taskforce Technical Group's report and draft recommendations.
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31 October, 2024 in Responses

QCA Response to FRC – Opportunities for the Future of Digital Reporting.

QCA Response to FRC - Opportunities for the Future of Digital Reporting
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