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Personal Finance Society
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16 Mar 2016
A briefing for members on the 2016 Budget.
Research | 16 Oct 2015
A briefing on the HM Treasury and FCA's Financial Advice Market Review.
22 Apr 2015
This CII briefing provides an overview of the various party manifestos ahead of the General Election on 7 May.
Research | 07 Apr 2015
We asked a number of individuals and bodies covering a spectrum of opinion within and outside financial services, to set out their hopes and fears for the forthcoming General Election.
Research | 18 Mar 2015
A briefing for members on the last Budget before the 2015 General Election.
Research | 09 Jan 2015
A report, by the CII and Cicero, considering the potential global political and societal risks facing us in 2015 and beyond. It paints a picture of a time of continuing major economic and political challenges and risks and how the these risks can be identified, managed and, if possible, mit...
Research | 19 Mar 2014
Baby boomers are often thought of as a gilded generation, rich in property and reaping the benefits of a once-generous state. However Tony Stenning at BlackRock points out that in fact this group may not be as "asset-heavy" as is typically thought.
12 Mar 2014
Quick Links Panel Chair - Jonathan Rees, Lay Director, Personal Finance Society Sue Lewis, Chair, Financial Services Consumer Panel Jane Vass, Head of Public Policy, AgeUK Carl Pheasey, Head of Policy and Propositions, Money Advice Service Michelle Cracknell, Chief Ex...
Research | 27 Aug 2013
The Government's workplace pension reforms represent a significant challenge for small firms, many of whom will have to offer their employees an occupational pension scheme for the first time. This research report identifies how ready small businesses are for the reforms and how financial a...

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