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Personal Finance Society
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Technical articles | 01 Dec 2005
The benefits of ASP are starting to look pretty marginal - especially if the aim is saving IHT. If a member nominates someone other than his or her spouse to receive the lump sum death benefit under ASP, there will almost certainly be an IHT charge when the member dies. This will probably b...
Lectures | 02 Feb 2005
The changing face of retirement planning. Lecture delivered by Ian Naismith (Head of Pensions Market Development, Scottish Widows) on 02 February 2005.
Technical articles | 02 Jun 2015
The Chancellor's recent pre-election Budget brought the usual raft of changes to taxation for individuals and businesses alike. John Woolley looks at what's new…
Technical articles | 01 Apr 2015
In this issue's technical article, John Woolley takes an in depth look at the taxation of death benefits paid under money purchase personal pension plans.
Research | 18 Mar 2015
A briefing for members on the last Budget before the 2015 General Election.
Research | 11 Jun 2014
The CII group response to the Chancellor's pension reforms announced in Budget 2014. Our submission focuses on the "guidance guarantee" emphasising the need for standards in this area to protect the public.
Research | 08 May 2014
The CII's Public Affairs Updates contain news from Westminster and Whitehall, Europe and the regulator. This edition covers FCA thematic reviews, MiFID II and FCA guidance following the Budget pension reforms.
Research | 12 Mar 2014
The CII's Public Affairs Updates contain news from Westminster and Whitehall, Europe and the regulator. This edition covers updates on annuities, platforms and incentives.
Technical articles | 01 Jan 2012
This is the second in a series of two Technical Articles considering different aspects surrounding the decisions that need to be made with clients in the light of the reduction in the lifetime allowance, and the relative merits of electing for fixed protection. You can find the previous art...
 

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