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Life & Pensions

My PFS - Technical news - 26/04/16 »
Personal Finance Society news update from 13 April to 26 April 2016 on taxation, retirement planning and investments.
My PFS - Technical news - 12/04/16 »
Personal Finance Society news update from 30 March to 12 April 2016 on taxation, retirement planning, and investments.
Some less frequent aspects of the taxation of chargeable event gains »
As will be widely known chargeable event gains arising on life assurance policies, capital redemption policies and purchased life annuities are subject to income tax under the chargeable events regime.
My PFS - Technical news - 29/03/16 »
Personal Finance Society news update from 16 March to 29 March 2016 on taxation, retirement planning, and investments.
Budget March 2016 - a summary »
This was the third Budget within the space of 12 months. It threatened to be the most difficult of the trio because of constraints imposed by June's EU referendum and disappointing economic numbers. Nevertheless, the Chancellor managed to produce several surprises, including net taxcutsin 2017/18 and 2018/19 before reaching his often repeated goal of a budget surplus in 2019/20.
My PFS - Technical news - 15/03/16 »
Personal Finance Society news update from 2 March to 15 March 2016 on taxation, retirement planning, and investments.
The taxing problem of pensions and divorce »
You could be forgiven for thinking that the UK legal system is preoccupied with divorce. The newspapers feed us an endless supply of rather sordid stories of financial settlements involving all sorts of wealthy (before they started proceedings) people from all walks of life and, increasingly all sorts of nationalities. This is not real life as most of us know it.
Financial Advice Market Review Final Report »
On 14 March, the Treasury and FCA published their final report on the Financial Advice Market Review (FAMR), including some 28 recommendations for possible action.
Insurance Apps »
It is projected that next year there will be more than 250 billion app downloads worldwide. Luke Holloway takes a look at how the insurance industry is capitalising on this ever-expanding distribution channel.
Accelerated learning and memory techniques »
In this Insurance Institute of London revision lecture, Rob Murray, ACII, Partner, Lane Clark & Peacock and General Insurance Actuary of the Year 2012, outlined, with practical examples, a number of different memory techniques to assist students when preparing for exams or wider business or personal situations.
Sian Fisher CII CEO »
The CII's new CEO Sian Fisher talks about the role and shares some of her early observations and comments on the likely future direction for the institute.
My PFS - Technical news - 01/03/16 »
Personal Finance Society news update from 17 February to 1 March 2016 on taxation, retirement planning, and investments.
Changing behaviour, changing attitudes »
Changing the way you and your team do things is not just about learning new skills but about adapting and changing behaviours. In this half hour CPD video we look at how to drive cultural and behavioural change with specialist Katrina Rafferty.
The overseas pensioner »
Individuals entitled to a UK State Pension who decide to retire abroad should consider the potential impact this might have on their State Pension.
The current State Pension scheme - Basic State Pension (BSP) »
The "Current State Pension Scheme" refers to the following, non means-tested elements, of the State Retirement provision:

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