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Personal Finance Society
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Technical articles | 01 Aug 2005
Corporate investors have numerous factors to take into account when considering whether to invest available funds.  If they decide to proceed, they must also choose which, if any, retail investment wrapper would be most appropriate.  The aim of this article is to present advisers ...
Syllabuses | 01 Sep 2004
CII syllabus for SV1 Savings and investments 2004.
Syllabuses | 01 Sep 2003
CII syllabus for SV1 Savings and investments 2003
News items | 05 Mar 2018
Personal Finance Society news update 15 - 28 February 2018. Essential updates on taxation & trusts, investments and pensions.
Technical articles | 16 Feb 2018
The issues surrounding mental capacity are ever more topical which is not really surprising given the increasingly aging population. Financial planning advisers will come across this issue when dealing with trusts or estate planning generally, especially when considering making gifts, but also wh...
News items | 14 Feb 2018
Personal Finance Society news update on taxation & trusts, investments and pensions for the period 1 - 14 February 2018.
News items | 17 Jan 2018
Personal Finance Society news update 5 December 2017 - 17 January 2018. Information on taxation and trusts, investments and pensions.
Market data | 30 Nov 2017
@ Copyright 22 November 2017. All rights reserved. This summary has been prepared very rapidly and is for general information only. The proposals are in any event subject to amendment before the Finance Act. You are recommended to seek competent professional advice before taking any action on the...
Lectures | 02 Mar 2017
In this Insurance Institute of London (IIL) financial services lecture Mark Brownridge discussed how financial planners can use EIS within a financial planning context and he broke down some of the myths and misconceptions that surround EIS to help planners become confident in either starti...

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