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.
Don't forget the book! For wide-ranging, in-depth, authoritative information in a compact form, it's still unmatched. Recent additions lists a selection of the books added to the CII library each month. All items can be borrowed by CII and PFS members, by post if required (UK and Europe).
In his first Budget, the difficult economic circumstances and many pre-announcements left Chancellor Alistair Darling with relatively little scope for surprises. Details of the main tax provisions are now available here.
Our News digest feature provides a handy summary of technical, regulatory and other developments impacting on insurance and financial services since 2005.
For handy figures on births, marriages, deaths and life and health expectancies, visit our new demography feature. Sourced from the Office for National Statistics, these are the most authoritative figures available on UK society – a valuable resource for any adviser who needs to demonstrate to clients the realities of life in the 21st century and the need for adequate financial protection to cope with the challenges.
A new fact file on equity release is now available, providing a detailed guide to this expanding and often controversial product class. Covering both lifetime mortgages and home reversion plans, the guide looks at product features, the consumer profile, product providers, regulation and implications for tax and benefits.
Recent developments in life product design is the latest addition to our range of technical fact files. This survey seeks to summarise the most important developments affecting the design and construction of life assurance policies since 1996.