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CII Library | Article | Published 06-2016
PMI Technical News - June 2016A picture of good health: the collection of health and lifestyle information for medically underwritten bulk annuities
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…
Research | 08 May 2015
Pensions expert (now Pensions Minister) Dr Ros Altmann discusses the opportunity the pension reforms present to the advice sector be able to demonstrate, to consumers, the value of financial advice. The freedoms were designed to ensure all pension savers, whether their funds are large or sm...
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.
Technical articles | 30 Mar 2015
In his 2015 Budget Statement, the Chancellor of the Exchequer announced a proposal to allow individuals who were hitherto 'locked' into an annuity to exchange their future income stream for a capital sum. To kick of the process that will lead to this radical change, the Treasury published a...
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.
Technical articles | 09 Apr 2014
The pensions reforms announced in the Budget were heavily influenced by concerns about the annuities market. Liz Booth looks at the FCA's annuities thematic review and impending market study.
 
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