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Personal Finance Society
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CII Library | Book | Published 2017
A Practitioner's Guide to the City Code on Takeovers and Mergers in the only annual title to provide practical commentary and guidance on the work of the City of London's takeover watchdog. Each edition is fully revised and updated to take into account any changes in the Code and their implic...
CII Library | Book | Published 2017
Study text for IF1, Insurance, legal and regulatory (Certificate in Insurance), 2018 edition, by the Chartered Insurance Institute.
CII Library | Book | Published 2017
Study text for IF9, Customer service in insurance (Certificate in Insurance), October 2016-2017 edition, by the Chartered Insurance Institute.
News items | 14 Dec 2016
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...
Research | 13 Dec 2016
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 leve...
Research | 16 Nov 2016
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. 
CII Library | Article | Published 09-2016
Overconfidence is a bias closely associated with strong positive emotions such as pride. Strong positive emotions can hamper effective decision-making. This paper is predicated on the hypothesis that if investors with a pronounced tendency toward overconfidence can regulate strong positive emotio...
Research | 25 Aug 2016
The CII public affairs update for the period June-August 2016. Includes political developments stemming from the Brexit referendum, and other regulatory announcements.
Research | 18 Jul 2016
A summary of the full length CII Guidance document 
 

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