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Personal Finance Society
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Syllabuses | 01 Sep 2000
CII syllabus for P10 An introduction to commercial general insurances (2000)
Syllabuses | 01 Sep 2000
CII syllabus for P11 An introduction to personal general insurances (2000)
Research | 17 Jul 2014
The FCA has conducted a major thematic review into Price Comparison Websites (PCWs) for private motor, home and travel insurance. This assesses their effectiveness in achieving fair outcomes for consumers buying these policies.  
Research | 06 Jun 2014
Cicero, in association with the Chartered Insurance Institute, has produced a report examining the big political trends facing the financial sector ahead of the next General Election.
Research | 04 Jun 2014
The Queen's Speech 2014 set out the government's proposed legislative programme for the year in the run up to the next General Election - covering 11 new pieces of legislation. Ministers are calling this a "pro-work, pro-business and pro-aspiration" programme. Key areas of reform include pe...
Market data | 01 May 2014
Top 50 UK insurance brokers by brokerage International Top five non-life insurance companies internationally by revenue Top five reinsurers worldwide ranked by 2012 net premiums written Top five insurance brokers internationally by brokerage
Technical articles | 24 Apr 2014
Whilst the attitude of successive Governments to trusts in general - and discretionary trusts in particular - has not been favourable (if not downright hostile) the recent announcement on further improvements to the trusts for the vulnerable regime show that it sees trusts with vulnerable b...
Research | 01 Apr 2014
The Financial Conduct Authority (FCA) has published its Risk Outlook and Business Plan 2014-2015. 
Technical articles | 31 Oct 2013
Since last writing on this subject a few years ago there have been some developments, both in the area of trusts in general and in the area of trusts used with employee/director benefits. In particular the Relevant Life Policy (RLP) has become far more popular and enhanced versions of the p...

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