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Health and Wellbeing Value Added Benefits – Everything you need …

WebThis week marks Mental Health Awareness week in the UK, which aims to open up the discussion around all aspects of mental wellbeing. The hope is that by encouraging a …

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URL: https://www.thepfs.org/news-insight/news/articles/health-and-wellbeing-value-added-benefits-everything-you-need-to-know/100014

Health Awareness Days in Q2 2021 – 6 things you should read

WebThere have been several awareness days so far this year and we’ve worked with our panel of doctors and medical experts, to give an overview of the condition and …

Category:  Medical Go Health

Policy features and benefits that reduce reliance on the NHS

WebNews. Policy features and benefits that reduce reliance on the NHS. Publication date: 01 November 2021. Last updated: 18 December 2023. Author (s): …

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UPDATED The abolition of the lifetime allowance from 6 April …

WebThe lifetime allowance (LTA) will be abolished on 5 April 2024. Instead, there will be new rules that will limit tax-free lump sum payments both in lifetime and on death. …

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Hospitalisation and rehabilitation support benefits – 5 things you

WebAt both stages, before and after an illness or injury, many insurers now provide additional financial and specialist support, to help clients at this difficult time. In …

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Meeting the needs of vulnerable clients

WebGood Practice Guide/September 27 4 Good Practice Guide Defining vulnerability The FCA defines a vulnerable consumer as: “someone who, due to their personal circumstances, …

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Women and financial advice: the new model ‘financial health …

WebCII thinkpiece no. 20 (July 2009) – Women and financial advice 4 of 8 The new offering? A ‘financial health plan’ Women who are not interested in ‘product’ will ‘buy’ a life financial …

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Why income protection insurance is essential

WebIncome protection should arguably be the cornerstone of any financial planning. However, the recent Swiss Re Term and Health Watch 2022 highlighted that whilst there …

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When can life cover be increased without underwriting

WebGuardian are the only insurer that do not stipulate a maximum age, whilst for AEGON the maximum age is 69 and Old Mutual Wealth have a maximum age of 55. All …

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Chapter 15 Life & health insurance, pensions & mortgages

WebCoping with climate change risks and opportunities for insurers 2 Chapter 15 – Life & health insurance, pensions & mortgages 15.1 Introduction The chapter considers the …

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Perks Personal Finance Society (PFS)

WebPerks. Perks is an affinity benefits scheme for all UK and international members. The scheme provides members with access to a wide range of money-saving deals and …

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A practical guide to Advised Pension Income Drawdown

WebGood Practice Guide/September 2018 2 Good Practice Guide In 2015, the introduction of ‘Pension Freedoms’ was a game changer for the retirement income market, moving …

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A practical guide to Advised Pension Income Drawdown

WebGood Practice Guide/March 2023 3 Good Practice Guide Adviser Good Practice 1. Understanding why retirement income advice is different Creating an effective strategy …

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A practical guide to Social Impact Investing

WebGood Practice Guide/April 2018 5 Good Practice Guide Government position on Social Impact Investing (SII) The UK has been a pioneer in social impact investing. In 2000 a …

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Securities advice and dealing

Web1. Analyse the characteristics, features, behaviours and risks of securities and equities in the context of the market for these products. 1.1 Analyse the characteristics, features, …

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PROFESSIONALISM FOR CENTURY – REVISITED

WebThe Chartered Insurance Institute. As the leading professional body for the insurance and financial services sector with over 100,000 members in more than 150 …

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different pensions and options available when taking benefits.

WebPensions administration Purpose At the end of this unit, candidates should understand the: • regulatory and legislative environment governing pensions;

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Biographical notes

WebJonathan Rees MA (OXON) Jonathan is an expert in public policy focussing on regulatory issues and promoting the consumer interest. He is currently an independent Director

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Award in InvestmentPlanning

WebAward in Investment Planning Objective At the end of this unit, candidates will be able to demonstrate knowledge and understanding of: • main macro-economic factors that …

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Award in Financial Planning

WebCII examination questions undergo a rigorous writing and editing process before reaching an examination. The questions are written to strict guidelines by practitioners with relevant …

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Insurance underwriting process

WebPublished October 2009 2 of 3 © The Chartered Insurance Institute 2009 1. Underwriting and policy wordings Material facts On completion, candidates should:

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