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Personal Finance Society
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Fact files | 04 Mar 2016
This factfile was last updated by the author in October 2015.  This fact-file explores the financial services sector for High-Net Worth Individuals (HNWIs) in the UK. HNWIs are defined as individuals owning a large pool of liquid financial assets - the 'qualifying' or 'defining' a...
News items | 02 Mar 2016
Personal Finance Society news update from 17 February to 1 March 2016 on taxation, retirement planning, and investments.
News items | 22 Feb 2016
Personal Finance Society news update from 3rd February to 16th February 2016 on taxation, retirement planning, and investments.
News items | 02 Feb 2016
Personal Finance Society news update from 20th January to 2nd February 2016 on taxation, retirement planning, and investments.
News items | 19 Jan 2016
Personal Finance Society news update from 9th January to 19th January 2016 on taxation, retirement planning, and investments.
News items | 11 Jan 2016
Personal Finance Society news update from 2 December 2015 to 8 January 2016 on taxation, retirement planning, and investments.
Technical articles | 01 Jul 2001
Journal of Insurance Research and Practice - Considers the impact of the Pension Act 1995 which requires pension fund trustees to disclose "the extent to which social, environmental or ethical considerations are taken into account in the selection, retention and realisation of investments",...
Technical articles | 30 Nov 2015
Personal Finance Society news update from 18 November 2015 - 01 December 2015 on taxation, retirement planning, and investments.
News items | 23 Nov 2015
Personal Finance Society news update from 4 November 2015 - 17 November 2015 on taxation, retirement planning, and investments.
 

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