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Life & Pensions

Member economic outlook and Brexit survey results »
Economic and employment prospects for 2018. Results from the annual Chartered Insurance Institute member economic and Brexit temperature. 
My PFS Technical news - 14/02/2018 »
Personal Finance Society news update on taxation & trusts, investments and pensions for the period 1 - 14 February 2018.
My PFS Technical news - 06/02/2018 »
Personal Finance Society news update 18 - 31 January 2018, including information on taxation & trusts, pensions and investment planning.
My PFS - Technical news - 23/01/18 »
Personal Finance Society news update 5 December 2017 - 17 January 2018. Information on taxation and trusts, investments and pensions.
Chartered Insurance Institute to transform Faculties into Societies »
The Chartered Insurance Institute 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 21 November to 4 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 7-20 November 2017.
Vulnerable customers and insurance »
In this 30 minute 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.
Autumn Budget 2017 at a glance »
An 'at a glance' briefing for Chartered Insurance Institute members following the 2017 Autumn Budget.
Protection market review - November 2017 »
Protection market review November 2017.
My PFS - Technical news - 24/10/17 »
Personal Finance Society news update from the 11th October to 24th October 2017.
My PFS - Technical news - 06/11/17 »
Personal Finance Society news update from the 24th October to 6th November 2017.
Protection market review October 2017 part 2 »
Protection market review October 2017 part 2

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