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My PFS - Technical news - 19/07/16

20 July 2016
Personal Finance Society news update from the 5 July to 19 July 2016 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.

Staying invested through the turmoil »

Markets experienced significant turmoil as they attempted to price in the immediate impacts and longer-term risks of the surprise Brexit vote. European and FTSE 250 shares fell sharply, as did the Pound.

Trust wording »

One of the key benefits of trust law is that, apart from a couple of restrictions relating to legality and perpetuity, it is pretty much up to the individual settlor to decide the terms of a trust. It should go without saying that, in addition to the trust provisions being legal, the words used should make sense.

A Matter of Life and Death (Part 2) »

In our previous article, we examined the recent history of pension term assurance and group 'death in service' cover. In this article we look at some remaining issues and solutions and, in particular, relevant life policies. The article also describes where we are now that it has become clear that there was more to revised rules on paying lump sums in respect of individuals who die before the age of 75 than we might have first thought.

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 or call 0207 417 4415/3574.

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 »