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My PFS - Technical news - 10/10/17

16 October 2017
Personal Finance Society news update from the 27th September to 10th October 2017.    Read more »

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Members get access to a range of benefits, including quality CPD and discounts on CII exams.

Chargeable event gains - Who is assessed and liable for tax? Part 2 »

In Part 1 of this series of 2 articles we explained that chargeable event gains made under life assurance policies (which includes capital redemption policies) owned by individuals or held on non-charitable trusts established by an individual, are potentially subject to income tax. In that article we examined the position where a life assurance policy is not held under trust.

Pensions savings statements »

It’s that time of year again when pension savings statements will be issued. They should be issued by 6 October following the end of the relevant tax year. So pension savings statements will shortly be issued for the 2016/17 tax year.

Protection market review October 2017 »

Protection market update for October 2017

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 »