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Chartered Insurance Institute
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Personal Finance

SRI: environmentally, socially and financially useful »
Examines how the retail Sustainable, Responsible and ethical Investment (SRI) market got to where it is today and why accelerating the integration of ethical, social and environmental factors into retail investment planning makes sense.
Personal Finance Society appoints new president »
The Personal Finance Society has named NFU Mutual's Nick Turner as its new president for 2016/17.
Backstage with Keith Richards »
  Following last week's Annual General Meeting, I am thrilled to introduce you to the Personal Finance Society's new president and board for 2016/2017.
My PFS - Technical news - 13/09/16 »
Personal Finance Society news update from 31 August to 13 September 2016 on taxation, retirement planning and investments.
Personal portfolio bonds »
At the 2016 Budget it was announced that the government would review the categories of permitted investments which could be held in a policy of life insurance, life annuity or capital redemption policy without it becoming taxable as a personal portfolio bond (PPB).
Inheritance tax and trust review for non-UK domiciled individuals »
Despite the previous announcement of the end of this series, I am delighted to continue sharing my trust and estate planning thoughts with you.
Women in Finance Charter »
Leading financial services firms are signing up to a new government Charter designed to improve gender diversity in senior positions in the sector.
Backstage with Keith Richards »
  Yesterday I attended the launch of a campaign to unite the insurance profession behind gender parity in work and in society more broadly.
My PFS - Technical news - 30/08/16 »
Personal Finance Society news update from 17 August to 30 August 2016 on taxation, retirement planning and investments.
Markets misbehaving nicely »
The real difficulty is not in predicting whether markets will react or how they react, but by how much they will react. In July last year, the population of Greece voted to reject the bailout terms proposed by the European Commission, the International Monetary Fund and the European Central Bank. This was a major event since it was Greece's first referendum since 1974. The bailout was rejected in all regions of Greece, as well as across all Greek constituencies, giving the country's government an exceptionally strong mandate with which to repudiate its obligations. Bad news for the stability of the Eurozone? You would think so, and so did the European stockmarket falling 9% between the date of the announcement of the referendum and the vote to reject the bailout.
Back to business »
With the Brexit Referendum a distant memory it remains to be seen how pensions and employment legislation will be affected. Against this background, Parliament is due to return from summer recess on 5 September, at which point the report stage of the Finance Bill will commence, although this will of course be interrupted again when the party-conference season starts. Here is an explanation of what we are expecting from the Bill.
After Brexit, what next for the mortgage market? »
Up until the surprise result of the EU referendum vote, the mortgage sector was doing well. 
Mortgage and Protection Roadshows October 2016 »
About the Event Following a successful round of events in Spring, the Society of Mortgage Professionals (SMP) is proud to announce another series of mortgage and protection road shows in the Autumn. We are delighted that the Financial Conduct Authority (FCA) will feature again, as well a special focus on level 4 technical case studies.
Protection market review - September 2016 »
Protection market news update for September 2016
Mortgage market review - September 2016 »
Mortgage market update for September 2016



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