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Life & Pensions

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.
Rewards without all of the risks »
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year. Back then the rise in inflation (which would spike if Trump's fiscal stimuli came through), prompting investors to sell bonds and buy equities, was the single big issue that framed any conversations between brokers, investors and traders.
My PFS - Technical news - 11/04/16 »
Personal Finance Society news update from 29 March 11 April 2017.
CII and IFC join forces to tackle insurance gap for women globally »
The Chartered Insurance Institute (CII) and IFC (International Finance Corporation), a member of the World Bank Group, have signed a memorandum of understanding, joining forces to tackle the protection gap faced by women, increase their knowledge of risk and access to insurance.
Protection market review April 2017 »
Protection market update for April 2017
Spring budget 2017 summary »
This summary has been prepared very rapidly by Taxbriefs and is for general information only. It is recommended to seek competent professional advice before taking or refraining from taking action on the basis of the contents of this publication. The guide represents the authors understanding of the law and HM Revenue & Customs practice as at 9th March 2017, which are subject to change.
MP survey into life and pensions measures »
MP survey into attitudes towards the life and pensions sector's voluntary 2016 Commitment.
The General Data Protection Regulations 2018 explained »
This half hour Faculty video focuses on the General Data Protection Regulations which come into force on 25 May 2018. This essential video covers the current DPA legislation; the changes that will be made by the GDPR; how these changes will impact insurers; and the key steps that insurers should be taking to prepare for GDPR.  

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