Protection market review May 2017 »
Protection market update for May 2017
My PFS - Technical news - 25/04/17 »
Personal Finance Society news update from 11th to 25th April
Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5
April 2017 an additional IHT allowance is available in respect of a
residence which the testator owns or has owned in the past. This is
called the "residence nil rate band" (RNRB) and is given by an
increase in the standard nil rate band available to the individual.
Although the RNRB has also been referred to as the "main" residence
nil rate band, this is incorrect. For a property to qualify under
the RNRB legislation, it is sufficient for the property to have
been a residence (i.e. not necessarily a main residence) of the
deceased at some point.
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 summary - March 2017 »
The guide represents the author's understanding of the law and HM Revenue & Customs practice as at 9th March 2017, which are subject to change.
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.
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.