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.
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.
Good leadership. Culture, ethics and conduct in financial services »
CII and CMI report on the role of senior leaders in developing
good culture and behaviours within financial services.
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
FCA Appropriate Qualification Exam Standards »
The updating of the Appropriate Examination Standards has been a
priority for some time and it is pleasing that it has now happened.
We are mindful that the review does not focus on underpinning
structural issues like the make-up of the regulated activities
order itself or changing the levels of the qualification required
for particular activities.
Autumn statement 2016 »
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 23rd November 2016, which are subject
Economic background »
Personal taxation »
Business taxes »
Tax avoidance, evasion and
Main income tax allowances and
Income tax rates and
Policy Briefing: Autumn Statement 2016 »
A short briefing on the areas of the Chancellor's Autumn
Statement of interest to members
Response to the Autumn Statement 2016 »
Response to the Chancellor's Insurance Premium Tax increase announcement.
Apprenticeships levy »
This briefing sets out what is known about the detail of the
levy, as well as the important questions that have yet to be
answered. UPDATED NOVEMBER 2016
CII Briefing: Navigating Brexit »
An update to CII members on the Government's approach to
negotiations to leave the EU, as well as an introduction to some of
the risks and priorities for the insurance sector and wider
HM Treasury definition of advice consultation »
The Personal Finance Society recognises the government's
implicit endorsement of the benefits associated with more people
being able to access information, guidance and advice in respect of
their financial needs.