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My PFS Technical news 06/02/2018

31 January 2018
Personal Finance Society news update from the 18th of January to the 31st of January 2018.    Read more »

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Mortgage market review January 2018 »

Mortgage market update for January 2018

Tax-Year-End planning for individuals »

TABLE OF CONTENTS

  1. Introduction
  2. Income tax
  3. Capital gains tax
  4. Inheritance tax
  5. Using tax-efficient investments
  6. Pensions
  7. End of year tax planning reminders
  8. 12 quick new tax year tips

Pensions and divorce »

Pension simplification in 2006 and then pension freedoms in 2015 have changed the face of retirement so significantly that their impact on other areas such as divorce just can’t be ignored. We still technically have three options to deal with pensions in divorce settlements, offsetting, earmarking and pension sharing but are they all still viable in today’s pension landscape? All the options are impacted differently by the changes we have seen since A-day and may need reviewing if possible.

Recent additions to the CII library »

A list of recent book purchases by month, from May 2012 onwards. To view these and print collection, please visit the library catalogue. Most of these books can be borrowed by CII members, and a postal service is available. For further information, please contact the library at knowledge@cii.co.uk or call 0207 417 4406.

Insurance Institute of London

The Insurance Institute of London (IIL) aims to raise the levels of professional knowledge of those working in insurance in London and assists members in their career development and supports the role and work of the CII. Podcasts, videos and lecture notes from past IIL lectures are available on this site.


IIL lectures »

Policy and Public Affairs

The CII is committed to enhancing the reputation and standing of the insurance and financial services sector. To support this, Policy and Public Affairs produce material covering a wide range of subjects including UK and European regulation, industry developments, legislation and regular public affairs updates.


Policy research »