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Personal Finance Society
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Technical articles | 09 Apr 2013
Given the small size of the Cypriot economy, it is remarkable that the country's impending bankruptcy should have created the shock waves that it did.  That the country should be in trouble hardly came as any surprise. The links with Greece were strong, so some collateral damage seemed...
Technical articles | 23 May 2018
As you read this, we’re just weeks away from the biggest reform to the mortgage welfare safety net in seventy years as Support for Mortgage Interest (SMI) switches from being a benefit to becoming a DWP loan which will be subject to rolled-up compound interest, a property charge and being repayab...
01 Apr 2014
This presentation offers you a balanced view of smarter beta and active investments. James Crossley will look at the benefits of passive and active investing, review smarter beta and truly active strategis, asses the risk of a purely passive strategy and offer a sensible approach to blendin...
Technical articles | 04 Nov 2013
New regulations concerning the liability of credit rating agencies came into force this summer. Jennifer Smee looks at whether the changes will have any real-world implications for insurers.
News items | 01 Jul 2011
The FSA has published their newsletter targeted at smaller wholesale insurance intermediaries. The lead article is about the FCA's intended approach to regulation and delivers the following key messages:
News items | 01 Jan 2011
The fourth edition of this newsletter has been published and covers the following topics: Adequacy of firms' financial resources, Risk Mitigation Programme trends, Financial crime - sanctions against Iran, Keeping contact details up to date, Client Money self-assessment and Recent Speeches. T...
Technical articles | 01 Aug 2009
Current economic conditions have made running with-profit funds even more challenging than usual. Christopher O'Brien analyses the impact of the crisis on the top 37 life insurers and the steps, including smoothing, that they have taken to meet policyholders' guarantees.
News items | 30 Jan 2019
We enter 2019 in a position of relative strength, with the most recent data from IRESS, Equifax Touchstone and other sources suggesting that notwithstanding GDPR and the introduction of the Insurance Distribution Directive, the industry has experienced growth in demand for advice and in sales for...
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 ...
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