Our mission - to educate and engage

Hosted first UKSPA nationwide conferences for financial advisers, with industry-leading speakers and high quality educational content.

• Launched UKSPA website as the 'go to' resource for information on structured products.
• Introduced UKSPA Product Codes, to allow distributors to identify and compare products that can be used on all product literature, alongside retail facing education on product payoff.

Established monthly updates for distributors, providing useful market commentary on equity markets, volatility, interest rates, credit and inflation.

Launched online product database, allowing UK retail distributors to access information on publicly-available products in a clear and easily comparable format.

Introduced UKSPA Risk Ratings, the industry's first two-dimensional rating to allow distributors to compare products easily.

Started publishing performance data for structured products broken down by sector (protected vs. non-protected, growth vs. income).

Set industry standards by developing best practice guides for product stress testing model inputs and VFM tests for equity linked structured products.

Launched an online target market tool for members, providing ability to confirm target market client needs and product complexity restrictions.

Became a full member of EUSIPA, providing European wide coordination / lobbying.

Started publishing monthly fixed rate bond levels to use for VFM benchmarks.

Created a series of educational videos for each UKSPA Product Code, to provide investors with knowledge for confident investing.

Established a code of conduct, to encourage member firms to always operate to a high standard when designing and marketing structured products for investors.

Completed further work into defining target markets based on product complexity, including setting minimum standards as to how certain products are described so that they can be easily understood by investors.

Established Legal and Regulatory Affairs Committee ('LRAC'), to promote the highest regulatory and compliance standards across the industry and encourage strong communication with regulators.

Joined ESMA/EIOPA PRIIPS working group.

Established UKSPA Marketing Committee, a working group that provide advice to the Exec Committee, focusing on industry positioning / clear messaging and identifying oppourtunities, both ad-hoc and regular.

Launched Portfolio Optimiser tool, allowing users to test the impact of including of a specific structured product within a user-defined portfolio of funds.

Joined the following working groups: FCA PRIIPS roundtable, FInDatEx and EUSIPA PRIIPS technical working group.

Established the IBOR transition workstream.

Ran a series of CPD-accredited webinars for advisers on including structured products in portfolio planning.

UKSPA achieved 'Commendation' at the 2020 ILP Moneyfacts Awards for Portfolio Optimiser.

Published a series of short, educational 'Masterclass' videos aimed at introducing structured products to retail investors.

Conducted a survey of UK financial advisers to understand their needs when advising on structured products.

New workstream established, looking specifically at CSDR Settlement Discipline compliance.

New Consumer Duty workstream established.

UKSPA expands its Product Database to cover the whole of market, in response to adviser feedback.

ESG workstream established.

UKSPA members collectively work towards a consistent set of messaging for structured products, to capture the main potential benefits for their use within an investment portfolio.

New workstream on VfM testing for non-equity linked structured products established.