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Welcome to the PFS Knowledge Services website

Contact us | About the library | Exam guides | Market data | Login

 

The CII library is moving!

In order to provide an even better service, we are undertaking improvement works to the library at the CII London offices, resulting in a modernised library, with added facilities.

The new library will remain at our Aldermanbury site, although it will be situated in a different part of the building. New facilities will include better disabled access and a members’ study area, including tea and coffee-making facilities.

In order to complete these works, the existing library will be closed from 17 December 2009 until the end of April 2010. For further information about the extended closure, please follow the link below. We will continue to provide almost all the services you previously had access to through the library, albeit in an adapted form.

For further information about the restricted service, please click here.

For further information about the new library facilities, please call 0208 989 8464 or email customer.serv@cii.co.uk.

 

The resources on this site are recommended to PFS members for continuing professional development. They can be used to earn credits towards your annual requirement if appropriate to your development needs.

For maintenance reasons some features will be unavailable at 2.30am UK time for about 10 minutes.

 

 

Fact files >

A series of nearly 40 technical guides commissioned from industry experts and regularly updated. Includes several guides to regulation. Other titles include:

The tax treatment of pension schemes
Critical illness insurance
Equity release
Fee-based advice in financial services
Long-term care insurance
Payment protection insurance
Recent developments in life assurance law
Recent developments in mortgage product design
Stakeholder pension schemes
State retirement pensions

Market data >

Key figures on the UK and international markets. Includes inflation and housing finance figures as well as detailed tax data.

Dictionaries >

Define and explain nearly 8,000 terms in insurance, finance, investment and related areas.

Journals >

The complete text of Financial Solutions and other CII Group titles.

PFS focus >

A complete archive of newsletters and other publications from the PFS, including the Technical Bulletin, the Regulatory Bulletin and Technical Tips.

Bookshop >

Exclusive discounts on a wide range of books and other publications. For similar offers on online and other electronic services click here.

Research centre >

A guide to CII and PFS research activities and how members can get involved. Includes published CII research reports and a general guide to research methodology.

Career support centre >

Everything you need to know for a successful and fulfilling career. Includes advice and information on examinations, study skills, business skills, salaries, job hunting, employment law, work and families, repetitive strain injury, stress management, redundancy and retirement.

News digest >

Technical, regulatory and other developments impacting on insurance and financial services since 2005.

 

Global web directory >

The most comprehensive resource of its kind on the web, this directory covers over a thousand sites (from more than 70 countries) focusing on insurance, risk and financial services.

 

Knowledge gateway >

Provides easy access to other sources of information, both printed and online. Incorporates the CII library catalogue as well as details of journal articles and online documents. Click here to search the whole gateway, or browse these sample search links:

Buy to let
Child trust funds
Depolarisation
Fees
Inheritance tax
Wrap accounts
Year-end tax planning

 

 

Generic graphics © 2008 Microsoft Corporation.
 

New on this site

 

The October 2008 exam guides for the financial diploma exams with July sittings are now available to download.

The international element of the market data page has been updated. New information has been added to the sections on Egypt, Indonesia and Thailand.

The Recent additions page has been updated to show the books added to the CII library this month. All items can be borrowed by CII and PFS members, by post if required (UK and Europe).

In an unusually late Budget, Chancellor Alistair Darling introduced important tax and other changes. Details of the main tax provisions are now available here.

In a new fact file on Recent developments in investment product design, Nick Edwards looks at the changes to the investment market over the last 10 years, examining new taxation and regulation, and the response of product providers.

If you have just suffered the misfortune of redundancy you might rightly ask what can your professional body do for you now? We have put together a new redundancy guide to help you in these difficult times and provide some guidance on how to cope.

An illustrated training guide on financial services is now available on this site. This has been developed specifically for use with non-qualified staff working in financial services, whether in service centres or elsewhere.

Our site search has been upgraded. The new facility searches all web pages and documents on this site with options to sort by date and filter by section.

Exam guides are now available free of charge for members on this site, except for guides for the last two sittings and for multiple-choice exams, which are available for purchase on the main CII site. These invaluable study aids are produced for most CII exams, typically including exam questions, examiners' comments on candidates' performance and key points for inclusion in answers.

You can now browse this site by topic. You can choose from guides on health insurance, life assurance, mortgages and pensions. Further topic guides will follow.

 

 

New in print

The Knowledgebook is a compendium of useful technical and market information sent to all PFS members on joining and renewal. In response to member feedback we are now producing the book in two versions – general insurance and financial services – to enable us to provide more sector-specific information. The latest financial services version includes market and company statistics, tax tables, salary surveys and statistical information on non-UK markets.