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Life & Pensions

What is value for Money? »
Independent Governance Committees (IGCs) have been with us for a year now. They are required in respect of workplace group personal pension plans and fill a gap that would otherwise be filled by trustees of an occupational pension scheme. They are designed to offer protection to members who have little practical knowledge of what is 'on offer'. The Office of Fair trading identified problems in the market including a weak demand side and potential for conflicts of interest.
Trust investments in tax year 2016/17 »
Last month we considered the key tax changes taking effect from 6 April 2016 and how they affect trustees of the various types of trust.
Recent developments in life assurance law »
This factfile was last updated by the author in January 2016. This fact file looks at key developments since 2010 in legal topics of particular relevance to life assurance. The Law Commission reviewed various legal aspects of insurance contracts in 2006 and the significant changes which arose from this review  were enacted in the Consumer Insurance (Disclosure and Representations) Act, 2012. Insurable interest has an ancient statutory basis and it is often thought that the concept is outdated and of little modern application. However, it does occasionally show its teeth and was again put back on the Law Commission's agenda in March 2015 with a third consultation.
Life insurance in Hong Kong »
The text available here is an extract of the report "Life insurance in Hong Kong, key trends and opportunities to 2019. ©Timetric. March 2016". It provides an outlook over the life insurance industry in Hong Kong, with supporting statistics: 
My PFS - Technical news - 26/04/16 »
Personal Finance Society news update from 13 April to 26 April 2016 on taxation, retirement planning and investments.
My PFS - Technical news - 12/04/16 »
Personal Finance Society news update from 30 March to 12 April 2016 on taxation, retirement planning, and investments.
Some less frequent aspects of the taxation of chargeable event gains »
As will be widely known chargeable event gains arising on life assurance policies, capital redemption policies and purchased life annuities are subject to income tax under the chargeable events regime.
My PFS - Technical news - 29/03/16 »
Personal Finance Society news update from 16 March to 29 March 2016 on taxation, retirement planning, and investments.
Budget March 2016 - a summary »
This was the third Budget within the space of 12 months. It threatened to be the most difficult of the trio because of constraints imposed by June's EU referendum and disappointing economic numbers. Nevertheless, the Chancellor managed to produce several surprises, including net taxcutsin 2017/18 and 2018/19 before reaching his often repeated goal of a budget surplus in 2019/20.
My PFS - Technical news - 15/03/16 »
Personal Finance Society news update from 2 March to 15 March 2016 on taxation, retirement planning, and investments.
The taxing problem of pensions and divorce »
You could be forgiven for thinking that the UK legal system is preoccupied with divorce. The newspapers feed us an endless supply of rather sordid stories of financial settlements involving all sorts of wealthy (before they started proceedings) people from all walks of life and, increasingly all sorts of nationalities. This is not real life as most of us know it.
Financial Advice Market Review Final Report »
On 14 March, the Treasury and FCA published their final report on the Financial Advice Market Review (FAMR), including some 28 recommendations for possible action.
Insurance Apps »
It is projected that next year there will be more than 250 billion app downloads worldwide. Luke Holloway takes a look at how the insurance industry is capitalising on this ever-expanding distribution channel.
Accelerated learning and memory techniques »
In this Insurance Institute of London revision lecture, Rob Murray, ACII, Partner, Lane Clark & Peacock and General Insurance Actuary of the Year 2012, outlined, with practical examples, a number of different memory techniques to assist students when preparing for exams or wider business or personal situations.
Sian Fisher - some of her early observations and comments »
The CII's new CEO Sian Fisher talks about the role and shares some of her early observations and comments on the likely future direction for the Institute.

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