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Personal Finance Society
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Policy and Public Affairs

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.
A fall in the personal injury Discount Rate: implications »
On 27 February, the Lord Chancellor announced that the discount (or 'Ogden') rate used to calculate personal injury claims has been reduced from 2.5% to -0.75%.
Government consultation on public financial guidance »
Response to the Government's proposals to create a single financial guidance body to deliver unregulated guidance to the public. We make several suggestions, including that this body work with the advice profession to deliver a free Financial Health Check to all adults in the UK.
Consultation on pension scams »
We believe the Government, regulators and financial advice professionals have a common and joint responsibility to act in the interests of consumers by seeking out and eliminating the unscrupulous behaviour of cold callers, scammers and fraudsters.
FCA future mission consultation »
We support this fundamental review of the FCA's work going forward. Much has happened in the financial markets even since the creation of the FCA in 2012. There has been much new insight on how consumers behave with financial products and services, including the impact of technology and new processes. 
CII calls for Brexit transitional arrangements as economic confidence plummets across profession »
Economic confidence across the insurance profession falls to its lowest level since 2011 Nearly half (48%) of those working in insurance expect the economy to deteriorate in 2017 92% of those in the Lloyd's market believe securing EU passporting rights should be a top priority in Brexit negotiations The CII calls on Theresa May to make early commitment to transition arrangements post-Brexit 
CII member economic outlook and Brexit survey results »
This edition of the CII Member Survey indicates a significant fall in confidence for 2017 among CII members, across all three key indicators measuring economic, business and employment prospects. Following growth in all indices, the yearly change in 2016 is the greatest one-year fall for each index since records began in 2011.
More than just the big print: meeting the needs of an ageing population »
Providers and advisers face an on-going challenge of delivering inclusive services to the growing number of oldest old and others faced with similar complex needs.
Good leadership. Culture, ethics and conduct in financial services »
CII and CMI report on the role of senior leaders in developing good culture and behaviours within financial services.
CII/PFS Statement: FCA Consultation Paper - Reviewing the funding of the FSCS »
Responding to the release of the FCA's Consultation Paper:  Reviewing the funding of the FSCS, Keith Richards, Managing Director (Engagement) at the Chartered Insurance Institute and Chief Executive of the Personal Finance Society, has welcomed the opportunity for stakeholders to provide feedback on potential reforms to both the FSCS levy and the cost of professional indemnity insurance, and the suggestion that the burden of FSCS funding will be shifted to higher risk segments of the sector.
FCA Appropriate Qualification Exam Standards »
The updating of the Appropriate Examination Standards has been a priority for some time and it is pleasing that it has now happened. We are mindful that the review does not focus on underpinning structural issues like the make-up of the regulated activities order itself or changing the levels of the qualification required for particular activities.
Autumn statement 2016 »
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 23rd November 2016, which are subject to change. Quick links Highlights » Introduction » Economic background » Savings and pensions » Personal taxation » Business taxes » Welfare » Tax avoidance, evasion and compliance » Main income tax allowances and rates » Income tax rates and bands » National Insurance Contributions »
Policy Briefing: Autumn Statement 2016 »
A short briefing on the areas of the Chancellor's Autumn Statement of interest to members

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