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Chartered Insurance Institute
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Life & Pensions

Regulatory News December 2010
Trustees’ Problems or Problems With Trustees? »
Every adviser dealing with trusts is familiar with the important reasons why trustees need to be appointed in addition to the settlor of a trust (especially where a trust of a life assurance policy is concerned) and why great care should be taken when choosing additional trustees. In real life, of course, things don't always work out as planned: trustees who have been appointed may not want to act, there may be disagreements amongst the trustees or between trustees and beneficiaries; trustees may die or simply be incompetent. 
“No Mr Bond, I expect you to die” Goldfinger »
This is an article I really should have committed to paper a few months ago. The writing has been on the wall for bond markets for some time, but as long as they continued to defy gravity, bulls were able to argue their case with conviction. And it was by no means an argument without merit. With doubts lingering over the strength of the global economy and continued concern on whether banks in the developed world were adequately capitalised, is there any wonder that the perceived safety of Sovereign debt should have such a strong following?
FSA - Speeches »
Regulatory News November 2010
FSA – Platform proposals »
Regulatory News November 2010
FOS – Spread betting and CFD complaints »
Regulatory News November 2010
Annuities fight back »
The government has moved the deadline for pension annuity purchase from 75 to 77 and has outlined plans to abolish the age limit altogether. Brian Bradley explains why annuities remain a valid option...
Your essential guide to qualification gap fill »
4 steps to gap fill success...
The restriction of pension tax relief »
The Coalition Government has now set out how the pension tax relief rules will operate from the 2011/12 tax year. Major changes will be made to the annual allowance provisions (effective from 6 April 2011) and to the lifetime allowance rules (effective from 6 April 2012). These changes are designed to provide the Treasury with the £4 billion that would have been provided by the heavily criticised 'High income excess relief charge' (HIERC) provisions, which will now be repealed.
Regulatory News Life and Pensions September 2010 »
FSA - Handbook development newsletter
Regulatory News Life and Pensions August 2010 »
HMT - The changing face of financial regulation
Government launch restricted tax relief consultation »
This Technical Article provides a summary and analysis of the Government's consultation on restricting pension tax reliefs. The main points to note include:  



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