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Personal Finance

Periodical Payments Orders and personal injury compensation explained »
In the wake of the recent hike in the Discount Rate for lump sum payments, this half hour continuing professional development video looks at the related issue of Periodical Payments Orders, current take-up and how they operate. PPOs are compensation awards in personal injury claims which, in addition to providing a lump sum for damages for pain and suffering and for past financial loss, provide regular index linked payments for some or all of the future financial loss.
Trust disputes - interesting decisions from 2016 »
This month we continue to look at some interesting Court decisions from last year in the area of trust law. Last month we considered one case concerning trustees' duties when investing trust funds, and another one dealing with the more fundamental question of whether a trust in fact existed or not. Another area that is frequently the subject of a dispute in this area is the beneficiaries' right to receive information from the trustees about the trust fund and there has been a recent decision on this so we start with it. We then look at yet another decision involving a settlor's mistake as to the consequences of a transfer of an asset to a trust.
The penny drops »
Inflation is on the rise. The latest numbers published by the Office for National Statistics show prices increased to 1.8% in January, up from 1.6% in December. Just seven months ago in June, price rises were only coming in at an average of 0.5%.
Increasing complexity demands greater specialism »
The Society of Mortgage Professionals' recent survey found 61% of members supported a standalone lifetime mortgage qualification for pensions and investment advisers so they could sell such products without having full mortgage qualifications.
Getting to grips with the new buy to let affordability checks »
The new Prudential Regulation Authority regime regarding Interest Cover Ratios (ICR) and stress tests are a mathematical consequence of the income tax relief changes announced by George Osborne back in July 2015.
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.
Spring Budget 2017 »
This briefing provides some background and high level analysis of the areas of the Chancellor's Budget that will be of interest to Chartered Insurance Institute members. The note covers economic background and context, key policy announcements (taxation, long-term care, consumer rights and technical education), and stakeholder views.
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.

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