Changes to Corporate Chartered status explained »
As the Chartered Insurance Institute confirms changes to its
Corporate Chartered titles , for both financial services and
general insurance, Ant Gould talks to Steve Jenkins, the
CII's director, financial services and insurance markets,
about the reasons for the changes, the review process and what the
key changes are.
CII briefing: FCA business plan 2015 »
The CII's summary of this year's FCA business plan and risk
Homemade pensions: what do the pension freedoms mean for property equity? »
Nick Hurman looks at what the retirement freedoms will mean the
way retirees deal with their housing finances. How are retirees
considering their housing equity as part of their retirement pot?
And will housing equity and debt form an integral part of the stock
of capital they seek to decumulate?
CII briefing: Budget 2015 »
A briefing for members on the last Budget before the 2015
A brave new retirement: funding life after work and helping to make difficult choices »
Huw Evans, the new ABI Director General, reflects in this
Thinkpiece the profession's concerns about preparedness for the
pension reforms and Pension Wise. He underscores the importance of
working together to do our best for the 6 April launch and focus on
the challenges of longer-term success.
The Government's retirement freedoms, Pension Wise, and views on preparedness »
An updated briefing reflecting the Treasury's announcement on
the public-facing identity of what is called "Pension Wise". This
note covers the Government's update on Pension Wise delivery,
including Treasury and FCA actions in the last few months.
Thinkpiece 112 - The digital panopticon »
In our latest Thinkpiece, Chartered Insurance Practitioner
Duncan Minty considers how the increase in insurers' knowledge
about our everyday lives will impact the future of the industry and
how this resembles the eighteenth century reformer Jeremy Bentham's
idea of a 'panopticon'.
Will I have to sell the family silver? Funding care in retirement »
Describes some of the financial realities of funding social care
in retirement, despite the assurances set out in the Care Act 2014,
and underscores the importance of receiving financial advice.
CII & CentreForum - Fit for growth: investing in a stronger skills base to 2020 »
A paper by the CII and CentreForum exploring how the UK can
remain competitive by creating a skills system that promotes choice
and flexibility and is more responsive to employer demand.
FCA consultation: Buy-to-Let mortgages: the Mortgage Credit Directive Order 2015 »
Following the passing of the EU Mortgage Credit Directive (MCD)
in February, the Financial Conduct Authority (FCA) is now in the
advanced stages of implementing this into the UK. It has recently
issued a consultation on how it will approach the most complex
aspect of the Directive: how it will oversee Buy-to-Let
CII Public Affairs Update Issue 1 2015 »
The CII's Public Affairs updates contain news from Westminster
and Whitehall, Europe and the regulator. This edition covers FCA
guidance on definition of advice, the latest on pensions reform and
proposals on GAP insurance.
FCA finalised guidance on investment advice boundaries »
Following a guidance consultation in July 2014, the Financial
Conduct Authority (FCA) has issued its finalised considered view on
the boundaries between what is and what is not a personal
recommendation in the retail investment market.
It's the right thing to do: empowering employees to speak up »
Cathy James, Chief Executive of the whistleblowing charity
Public Concern at Work describes the all-too-familiar story of
genuinely well-meaning employees getting ignored or even unfairly
reprimanded by employers, and describes initiatives to address
Global political risks in 2015 and beyond »
A report, by the CII and Cicero, considering the potential
global political and societal risks facing us in 2015 and beyond.
It paints a picture of a time of continuing major economic and
political challenges and risks and how the these risks can be
identified, managed and, if possible, mitigated.
The FCA's RDR post-implementation review »
The Financial Conduct Authority (FCA) published its detailed
findings on how the investment advice sector is complying with its
new Retail Distribution Review (RDR) rules that came into force two