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Personal Finance Society
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Technical articles | 01 Jan 2004
The CII has created a structure that aims to promote competence throughout the industry, says Dr Sandy Scott, the CII's director general.
Lectures | 01 Oct 2003
Regulatory issues in the General Insurance Market. Lecture delivered by John Tiner (Chief Executive, FSA) on 07 October 2003.
Technical articles | 27 Nov 2018
The recently announced increases in the probate fees have, not unexpectedly, resulted in the increase in the number of articles proclaiming the benefits of the so-called probate trusts. Around the same time we have had more details of the fallout from the Universal Asset Preservation Trust scanda...
News items | 18 Sep 2018
The Personal Finance Society elected John White as its president for 2018/2019 at the professional body’s Annual General Meeting (AGM).  
Technical articles | 01 Mar 2003
The General Insurance Reform Act was passed in September 2001 after three years of development, and came into force last July. It sets the tone for a new prudential regulation regime in Australia, and will be seen as a key milestone in what has been a very active period of reform for the country'...
Technical articles | 24 Jul 2018
INTRODUCTION In part one of this two-part article, which looks at the opportunities for investing for children, we looked at the background to investing for children and at investments which can be held in the name of a child. In part two we will look at how investments which cannot directly b...
Technical articles | 01 Jan 2003
Dr Sandy Scott, the CII director general, reveals his strategy to strengthen the CII's profile in 2003.
Technical articles | 01 May 2018
Business succession planning is relevant to sole proprietors, partnerships, limited liability partnerships (LLPs) and limited companies.  It is geared towards setting up a business protection arrangement to provide for the smooth transfer of a business interest in the event of a business owner’s ...
Technical articles | 16 Mar 2018
Last month we looked at the application of some general principles for establishing mental capacity and how the loss of capacity impacts decision making, in particular in the context of will making and deciding to marry. We also looked at some recent guidance as to when attorneys can make gifts a...

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