Rewards without all of the risks »
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year. Back then the rise in inflation (which would spike if Trump's fiscal stimuli came through), prompting investors to sell bonds and buy equities, was the single big issue that framed any conversations between brokers, investors and traders.
My PFS - Technical news - 11/04/16 »
Personal Finance Society news update from 29 March 11 April
CII and IFC join forces to tackle insurance gap for women globally »
The Chartered Insurance Institute and International Finance Corporation, a member of the World Bank Group, have signed a memorandum of understanding, joining forces to tackle the protection gap faced by women, increase their knowledge of risk and access to insurance.
Protection market review April 2017 »
Protection market update for April 2017
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
MP survey into life and pensions measures »
MP survey into attitudes towards the life and pensions sector's
voluntary 2016 Commitment.
The General Data Protection Regulations 2018 explained »
This half hour Faculty video focuses on the General Data Protection Regulations which come into force on 25 May 2018. This essential video covers the current DPA legislation; the changes that will be made by the GDPR; how these changes will impact insurers; and the key steps that insurers should be taking to prepare for GDPR.
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
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.
CII calls for Brexit transitional arrangements as economic confidence plummets across the profession »
CII urges the Government to make an early commitment to transitional arrangements following the UK’s departure from the EU.
2017 CII member economic outlook & Brexit survey results »
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.
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.
New Generation group produce best practice guidance for dealing with vulnerable customers »
Vulnerable customers require special consideration from
the insurance profession, according to a new report from
the Chartered Insurance
Institute's Underwriting Faculty New Generation
Group. The report, Customer Vulnerability - How
well is insurance responding? is the culmination of 18 months
of research by a group of five rising stars from across the
CII/PFS Statement: FCA Consultation Paper - Reviewing the funding of the FSCS »
Responding to the release of the FCA's Consultation
Reviewing the funding of the FSCS, Keith Richards,
Managing Director (Engagement) at the Chartered Insurance Institute
and Chief Executive of the Personal Finance Society, has welcomed
the opportunity for stakeholders to provide feedback on potential
reforms to both the FSCS levy and the cost of professional
indemnity insurance, and the suggestion that the burden of FSCS
funding will be shifted to higher risk segments of the