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My PFS - Technical news - 10/11/2015

09 November 2015
Personal Finance Society news update from 21 October 2015 - 03 November 2015 on taxation, retirement planning, and investments.    Read more »

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

Business protection in 2015 »

Last month we looked at business protection trusts and how, if at all, these could be affected by the recently-announced changes to inheritance tax (IHT). This month we look at other matters related to business protection, as well as protection plans effected by businesses, in light of recent developments. Let's start with some fundamentals on key person cover.

Tax avoidance and evasion »

In advance of the Autumn Statement, which is to be delivered on 25 November, we thought it may be useful to provide a summary of the current position in the battle to stem tax avoidance and evasion on the basis that we may hear more on this subject in the Autumn Statement.  We look first at the "domestic" aspects and then the "international" aspects.

Overloaded! Can we really understand all of this information? »

In the haste to give the world data, GDP figures are rushed out within a month of the quarter ending, which leads to multiple GDP releases. Yet this first reading (or 'shot in the dark') often moves markets significantly as investors react.

The quality of advice: pension freedoms »

The new pension freedoms are now embedded and the providers, in the true spirit of competition, have taken different views on what options they wish to provide. Overarching this however, is the nature and quality of advice, if any, being given to members of pension schemes.

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 »