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Life & Pensions

Life insurance in the UK

05 January 2019
The text available here is an extract of the report "Life insurance in the UK, key trends and opportunities to 2019. ©Timetric. November, 2015". It provides an outlook over the life insurance industry in in th ...

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My PFS - Technical news - 16/03/2018

16 March 2018
Personal Finance Society news update from the 1st March to 14th March 2018.

Spring statement 2018

14 March 2018
Contents Introduction » Economic update » Consultations and other papers  » 2018/19 changes already announced » 2018/19 tax data »

My PFS - Technical news - 06/03/2018

05 March 2018
Personal Finance Society news update from the 15th February to 28th February 2018.

CII member economic outlook and Brexit survey results

02 March 2018
Results from the annual CII member economic and Brexit temperature check

CII urges publication of Brexit financial services position paper as insurance profession splits over future UK-EU regulatory relationship »
CII members are split down the middle over the desired UK-EU future regulatory relationship with the EU post-Brexit. This division is set against a backdrop of a notable improvement in economic and business sentiment since the last annual survey of the profession. The insurance and financial planning profession is united in considering Brexit as the biggest risk to the sector, followed by cyber security. Nearly a quarter of Senior Directors surveyed believe it is likely or highly likely that their firm will move operations out of the UK in the event of a ‘no deal’ scenario. More than twice as many CII members would consider a second referendum to be beneficial for their firm as those who think it would be damaging. CII urges Government to clarify its stance on financial services in Brexit negotiations and calls for the publication of the leaked ‘EU Exit Analysis - Cross Whitehall Briefing’.
My PFS - Technical news - 14/02/2018 »
Personal Finance Society news update from the 1st February to 14th February 2018.
My PFS Technical news 06/02/2018 »
Personal Finance Society news update from the 18 January to 31 January.
My PFS - Technical news - 23/01/18 »
Personal Finance Society news update from the 5th December to 17th January 2018.
Chartered Insurance Institute to transform Faculties into Societies »
The Chartered Insurance Institute (CII)’s Faculties in Underwriting, Claims, Broking, Life & Pensions and Learning & Development will be evolved and relaunched as individual professional Societies as part of a wider engagement strategy
My PFS Technical news 04/12/2017 »
Personal Finance Society news update from the 21st November to 4th December 2017.
The Autumn 2017 Budget the main changes »
In this article we focus on changes and consultations announced in the Autumn 2017 Budget speech and supporting papers of relevance to financial advisers.
Autumn Budget – 22 November 2017 »
@ Copyright 22 November 2017. All rights reserved. This summary has been prepared very rapidly and is for general information only. The proposals are in any event subject to amendment before the Finance Act. You are recommended to seek competent professional advice before taking any action on the basis of the contents of this publication.      CONTENTS Budget highlights 1 Business taxes 9 Introduction 2 Property taxes 13 Personal taxation 3 Value added tax 15 Pensions, savings and investments 6 Tax administration and compliance 16 Capital taxes 8 National insurance contributions 17
My PFS - Technical news - 28/11/17 »
Personal Finance Society news update from the 7th November to 20th November 2017.
Vulnerable customers and insurance »
In this half hour CPD video we talk through the findings of the CII New Generation Group research into insurance and vulnerable customers, including a look at best practice from other sectors and details of the group's seven key recommendations that insurers and brokers should consider when developing their own strategies across claims, underwriting and broking.
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