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
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
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
Spring Budget 2017 »
This briefing provides some background and high level analysis
of the areas of the Chancellor's Budget that will be of interest to
Chartered Insurance Institute members. The note covers economic
background and context, key policy announcements (taxation,
long-term care, consumer rights and technical education), and