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Personal Finance Society
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Policy and Public Affairs

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
The CII responds to the Autumn Statement 2016 »
The CII responds to the Chancellor's Insurance Premium Tax increase announcement
Apprenticeships levy »
This briefing sets out what is known about the detail of the levy, as well as the important questions that have yet to be answered. UPDATED NOVEMBER 2016
CII Briefing: Navigating Brexit »
An update to CII members on the Government's approach to negotiations to leave the EU, as well as an introduction to some of the risks and priorities for the insurance sector and wider financial services. 
HM Treasury definition of advice consultation »
The Personal Finance Society recognises the government's implicit endorsement of the benefits associated with more people being able to access information, guidance and advice in respect of their financial needs.  
Building resilient households »
Each year, a million people in the UK suffer a prolonged absence from work due to sickness. Insurance can, and does, play a significant role both in helping people cope financially during a sickness absence and in getting them back to work. Many other services and agencies also play a major part.
SRI: environmentally, socially and financially useful »
Examines how the retail Sustainable, Responsible and ethical Investment (SRI) market got to where it is today and why accelerating the integration of ethical, social and environmental factors into retail investment planning makes sense.
Public Affairs Update »
The CII public affairs update for the period June-August 2016. Includes political developments stemming from the Brexit referendum, and other regulatory announcements.
Insurance Act Hub »
The Insurance Act takes effect from August 2016. This micro site provides members with access to some key information and materials from a variety of sources.
Disruptive influences 2.0: the FinTech revolution »
The second report published by the Chartered Insurance Institute in association with Cicero Group on disruptive technology in financial services.
CII briefing: EU referendum result »
A briefing summarising what the EU referendum result means for CII members.

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