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Personal Finance Society
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01 Jun 2013
Terry Bateman will consider these policies in terms of their concept, the contect in which they happen, content of the rules surrounding them and how that generally applies to financial planning.
Syllabuses | 01 Jun 2013
CII syllabus for IF2 General insurance business 2012-13
Technical articles | 14 May 2013
This month's article continues on the subject of the General Anti-Abuse Rule (the GAAR). The GAAR is a special statutory rule that targets tax avoidance schemes which, because they are complex and/or novel, are outside of the general tax legislation. Only schemes that are abusive are within...
Research | 13 May 2013
An insurer perspective of some of the challenges facing the GI sector. The author starts by acknowledging that the social value of insurance is being lost in the lack of trust. Then he explains that rising to this will help the industry confront other issues such as emerging technology and ...
Technical articles | 22 Apr 2013
The subject of tax avoidance and evasion has been headline news for some time bearing in mind that HMRC has estimated that in 2011/12 the "tax gap" (the difference between the tax due and that collected) amounted to £32bn.  Of this it is estimated that avoidance accounted for 14% (£5bn...
- None - | 11 Mar 2013
A great deal has been written and talked about tax avoidance in the last couple of years. At the time of writing we are anticipating the introduction of the general anti-abuse rule (GAAR) and this is of particular concern to those involved in trusts. The proposal is that the new provisions ...
Technical articles | 28 Feb 2013
The PFS will be hosting two bespoke paraplanning conferences in late June and early July, in association with 7IM and Legal & General. Mark Hutchinson previews what promises to be a unique day of practical skills workshops, knowledge and networking for professional paraplanners...
Lectures | 25 Jan 2013
Will clients pay fees in the post RDR world?  What are the issues for intermediaries and their clients in a post RDR world? How might they be overcome followed by a general overview of the post RDR landscape, including regulatory developments.
Research | 03 Jan 2013
This report is the last in the CII Centenary Future Risk series; it identifies risks and discusses their implications for society, the insurance sector and financial services in general. 

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