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Policy and Public Affairs

SMCR Resource Point

21 August 2017
A page of materials to make sense of the Senior Managers & Certification Regime (SMCR) that will soon underpin the regulation of important staff within all financial services firms.

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

PFS statement regarding FCA's proposed changes to advice on pension transfers

22 June 2017
We welcome the FCA's new proposals on advice relating to pension transfers, as it rethinks the regulator's fundamental starting point regar ...

PFS statement regarding today's Queen's Speech

21 June 2017
In light of today's Queen's Speech, the Personal Finance Society welcomes the Government's decision to put the FCA in charge of regulating ...

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 ...

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.
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 stakeholder views.
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