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Chartered Insurance Institute
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Life & Pensions

Demand for pension transfer qualification soars as over 500 sign up to certificate in first week »
Over 500 personal finance professionals have signed up to the Chartered Insurance Institute's (CII) pension transfers qualification in the first week of its launch following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
Protection market review August 2017 »
Protection market update for August 2017
My PFS - Technical news - 18/07/17 »
Personal Finance Society news update from 5th to 18th July 2017.
CII to launch new pension transfers qualification »
The Chartered Insurance Institute (CII) is preparing the launch of a new pension transfers qualification following the Financial Conduct Authority's (FCA) proposals to tighten the advice requirements for the transfer of safeguarded benefits.
My PFS - Technical news - 4/07/17 »
Personal Finance Society news update from 21st June to 4th July 2017.
Protection market review July 2017 »
Protection market update for July 2017
General Election June 2017: the aftermath »
Short paper outlining how the outcome of the General Election is likely to impact on the Government's forthcoming legislative programme.   
My PFS - Technical news - 06/06/17 »
Personal Finance Society news update from 24th May to 6th June 2017.
My PFS - Technical news - 20/06/17 »
Personal Finance Society news update from 7th to 20th June 2017.
Protection market review June 2017 »
Protection market update for June 2017
My PFS - Technical news - 23/05/17 »
Personal Finance Society news update from 10th to 23rd May 2017.
My PFS - Technical news - 09/05/17 »
Personal Finance Society news update from 26th April to 9th May 2017.
Protection market review May 2017 »
Protection market update for May 2017
My PFS - Technical news - 25/04/17 »
Personal Finance Society news update from 11th to 25th April 2017.
Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5 April 2017 an additional IHT allowance is available in respect of a residence which the testator owns or has owned in the past. This is called the "residence nil rate band" (RNRB) and is given by an increase in the standard nil rate band available to the individual. Although the RNRB has also been referred to as the "main" residence nil rate band, this is incorrect. For a property to qualify under the RNRB legislation, it is sufficient for the property to have been a residence (i.e. not necessarily a main residence) of the deceased at some point.

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