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Personal Finance

Protection market review March 2017 »
Protection market update for March 2017
Mortgage market review March 2017 »
Mortgage market update for March 2017
New Alliance to enhance professionalism in financial services »
Three leading Chartered Professional Bodies have joined forces to enhance and sustain the level of professionalism and trust in the financial services sector.
Q2 2017 Regional Conferences Announced »
The focus of the Q2 regional conferences will be on understanding the practical implications and opportunities arising from the 2017 Budget. Other key themes of this quarter's broad programme include risk and retirement planning.
Defined benefit green paper »
The long awaited Green paper issued by the Department for Work and Pensions is a significant document in both number of pages and the depth of the content. It followed an informal consultation in 2016 which was undertaken with a range of stakeholders, from which no consensus was reached on whether or how to adjust the current balance between protecting members and supporting employers.
Trust disputes - interesting decisions from 2016 »
Court decisions are very useful in reinforcing knowledge and understanding, especially in the area of trust law. Recently we have looked at some cases involving trustee mistakes and rectification. As it happens, in 2016 there were quite a few very interesting trust cases which deserve proper consideration. This month we will look at two of these - the first concerning trustees' duties when investing trust funds, and the second dealing with the more fundamental question of whether a trust in fact existed or not.
Government consultation on public financial guidance »
Response to the Government's proposals to create a single financial guidance body to deliver unregulated guidance to the public. We make several suggestions, including that this body work with the advice profession to deliver a free Financial Health Check to all adults in the UK.
Consultation on pension scams »
We believe the Government, regulators and financial advice professionals have a common and joint responsibility to act in the interests of consumers by seeking out and eliminating the unscrupulous behaviour of cold callers, scammers and fraudsters.
Mortgage market review February 2017 »
Mortgage market update for February 2017
Protection market review February 2017 »
Protection market update for February 2017
FCA future mission consultation »
We support this fundamental review of the FCA's work going forward. Much has happened in the financial markets even since the creation of the FCA in 2012. There has been much new insight on how consumers behave with financial products and services, including the impact of technology and new processes. 
Rectification of trust mistakes »
It is a well-known fact that once a trust deed has been executed it cannot simply be amended subsequently. Certainly, changes will not be allowed simply because the settlor changes his mind. However, where it is clear that a mistake has been made and there is evidence to support this, there are two possible remedies: a remedy of rectification and a remedy of rescission (setting aside). Both need an application to the Court and, being "equitable remedies", are at the Court's discretion, which depends to a large extent on the conduct of the applicant.
CII calls for Brexit transitional arrangements as economic confidence plummets across profession »
Economic confidence across the insurance profession falls to its lowest level since 2011 Nearly half (48%) of those working in insurance expect the economy to deteriorate in 2017 92% of those in the Lloyd's market believe securing EU passporting rights should be a top priority in Brexit negotiations The CII calls on Theresa May to make early commitment to transition arrangements post-Brexit 
CII member economic outlook and Brexit survey results »
This edition of the CII Member Survey indicates a significant fall in confidence for 2017 among CII members, across all three key indicators measuring economic, business and employment prospects. Following growth in all indices, the yearly change in 2016 is the greatest one-year fall for each index since records began in 2011.
More than just the big print: meeting the needs of an ageing population »
Providers and advisers face an on-going challenge of delivering inclusive services to the growing number of oldest old and others faced with similar complex needs.

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