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My PFS - Technical news - 10/10/16

14 October 2016
Personal Finance Society news update from the 27 September to 10 October 2016 on taxation, retirement planning, and investments.    Read more »

Not already a member?

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

Personal portfolio bonds »

At the 2016 Budget it was announced that the government would review the categories of permitted investments which could be held in a policy of life insurance, life annuity or capital redemption policy without it becoming taxable as a personal portfolio bond (PPB).

Inheritance tax and trust review for non-UK domiciled individuals »

Despite the previous announcement of the end of this series, I am delighted to continue sharing my trust and estate planning thoughts with you.

Back to business »

With the Brexit Referendum a distant memory it remains to be seen how pensions and employment legislation will be affected.

Against this background, Parliament is due to return from summer recess on 5 September, at which point the report stage of the Finance Bill will commence, although this will of course be interrupted again when the party-conference season starts. Here is an explanation of what we are expecting from the Bill.

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 »