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Personal Finance Society
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Your online repository of news, technical and market information
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My PFS Technical news - 03/04/18

03 April 2018
Personal Finance Society news update from the 15 March to 28 March 2018.    Read more »

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

Protection market review - February 2018 »

Protection market update, including; news, regulation & legislation, product development & innovation, consumer trends and experts corner.

Mortgage market review - February 2018 »

Mortgage market update for February, including; news, regulation and legislation, product development and innovation, consumer trends and experts corner.

Bypass Trusts and the 45% special lump sum death benefit charge »

As is well known, in the case of a member of a pension scheme dying aged 75 or over and a lump sum being paid to a personal discretionary/flexible trust (such as a by-pass trust), a 45% SLSDBC income tax charge will arise. On later payment of some or all of this amount to a beneficiary, the beneficiary will be taxed on the grossed-up amount but be entitled to a credit for tax previously suffered by the trustees.

Personal tax changes effective from 6 April 2018 »

A reminder of some of the less publicised changes to personal taxation, effective from 6 April 2018, which may impact on the clients of financial advisers.

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 »