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Policy and Public Affairs

GDPR resource hub

13 October 2017
A hub of materials to make sense of the new General Data Protection Regulation (GDPR).

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

PRA consultation on diversity

06 September 2017
The PRA has proposed that all Solvency II firms should produce a diversity policy, to improve decision-making at board level, and wants com ...

SMCR resource hub

21 August 2017
A page of materials to make sense of the Senior Managers & Certification Regime (SMCR) that will soon underpin the regulation of importa ...

General Election June 2017: the aftermath

14 June 2017
Short paper outlining how the outcome of the General Election is likely to impact on the Government's forthcoming legislative programme. &n ...

SMCR Update, Analysis & Implications

06 June 2017
The Senior Managers and Certification Regime (SMCR) which has caught senior executives and important functions in deposit-taking institutio ...

FCA consultation CP17/7 on the transposition of the European Insurance Distribution Directive »
The Chartered Insurance Institute welcomes the transposition of the Insurance Distribution Directive (IDD), and looks forward to working with the FCA and Treasury in its implementation. We have been actively involved in discussions leading to the current professionalism provisions within the Insurance Distribution Directive (IDD) since before the European Commission first consulted on a possible proposal for a re-cast Insurance Mediation Directive in 2011.
Insurance Distribution Directive (IDD) »
Briefing summarising the FCA implementation of the Insurance Distribution Directive including professionalism requirements.
Pensions independent governance committees: perceptions of value »
Summary of extensive research into the new Independent Governance Committees set up by defined-contribution pension providers.
FCA Business Plan 2017-18, Risk Outlook and Future Mission »
The FCA Business Plan sets out potential risks and priorities for the year. Technology figures strongly on the regulator's list of areas to watch for.
Will planning in the era of the residence nil rate band »
As surely everybody knows by now, for deaths occurring after 5 April 2017 an additional IHT allowance is available in respect of a residence which the testator owns or has owned in the past. This is called the "residence nil rate band" (RNRB) and is given by an increase in the standard nil rate band available to the individual. Although the RNRB has also been referred to as the "main" residence nil rate band, this is incorrect. For a property to qualify under the RNRB legislation, it is sufficient for the property to have been a residence (i.e. not necessarily a main residence) of the deceased at some point.
Rewards without all of the risks »
Investors seem to be a little less convinced about reflation trades now than they did at the turn of the year. Back then the rise in inflation (which would spike if Trump's fiscal stimuli came through), prompting investors to sell bonds and buy equities, was the single big issue that framed any conversations between brokers, investors and traders.
CII and IFC join forces to tackle insurance gap for women globally »
The Chartered Insurance Institute (CII) and IFC (International Finance Corporation), a member of the World Bank Group, have signed a memorandum of understanding, joining forces to tackle the protection gap faced by women, increase their knowledge of risk and access to insurance.
FCA CP16-42 on FSCS funding »
The Personal Finance Society welcomes the review of FSCS funding and the implicit recognition within the consultation that the current system is unfair to Financial Adviser intermediaries.
Cridland report into State Pension Age reform »
Independent review into State Pension Age by John Cridland CBE recommended reforms to State Pension Age and the pensions Triple Lock.
Spring budget 2017 summary »
This summary has been prepared very rapidly by Taxbriefs and is for general information only. It is recommended to seek competent professional advice before taking or refraining from taking action on the basis of the contents of this publication. The guide represents the authors understanding of the law and HM Revenue & Customs practice as at 9th March 2017, which are subject to change.
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