The Review

Ask the experts: Cashflow analysis tools

Is cashflow modelling essential for financial planning? Read our experts' opinions on this

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Change: Financial planning – regulatory developments September 2017

Paul Grainger CFP^TM Chartered FCSI, CEO of Complyport, outlines some regulatory and compliance issues that could or should be keeping you awake at night

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Pensions swap shop

Holding onto a defined benefit pension plan at all costs has long been accepted thinking, but pension freedoms have made defined contribution schemes increasingly attractive. When and why should holders of defined benefit plans make the swap?
by Gill Wadsworth

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Ask the experts: Enforcing the Stewardship Code

Sarah Wilson, CEO of proxy voting agency Manifest, explains how the Financial Reporting Council is attempting to improve stewardship compliance for firms and institutional investors
by Ritchie Bann

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CISI announces MiFID II seminar partnership with Thomson Reuters

The CISI in partnership with Thomson Reuters will be hosting three nationwide seminars on MiFID II

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Music and magic at the CISI West Country branch annual dinner 2017

A string quartet and magician Dan Brazier kept an audience of over 60 entertained at the event, held on 14 September 2017 at The Devon Hotel, Exeter

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A force for good

Corporate governance and stewardship have transformed the reputation of UK companies over the past three decades, thanks in large part to Guy Jubb, but, as the pioneer of good corporate citizenship, he says there is still much to do
by Eila Madden

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CISI Manchester and District branch annual dinner 2017

Guests at the event contributed over £1,200 excluding gift aid to the Social Mobility Foundation

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Word on the web: Chinese reforms could see increased foreign presence

Potential reforms by the People’s Bank of China indicate an appetite for cross-border collaboration
by Jake Matthews

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Ask the experts: Cashflow analysis tools

Is cashflow modelling essential for financial planning? Read our experts' opinions on this

Read more
Financial Planning Conference 2017: Introducing Sophia Bera CFP

Sophia Bera CFP^® will be speaking about next-generation financial planning at the CISI’s Financial Planning Conference
by Jake Matthews

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Grey matters ethical dilemma: Marginally evasive – the verdict

Read the CISI's verdict and readers' comments on the ethical dilemma in the Q2 2017 edition of The Review

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Word on the web: UK leads the way for Islamic finance in the West

The UK is capitalising on the growth of Islamic finance, but industry body TheCityUK thinks the Government should be doing more
by Jake Matthews

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Diplomacy at dinner for CISI Scotland

Former British ambassador to the United States Sir Christopher Meyer was guest speaker at the CISI Scotland annual dinner, held on 7 September 2017 at the Principal Edinburgh Hotel, Edinburgh

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Financial Planning Conference 2017: Introducing Gerald Mwandiambira CFP

Gerald Mwandiambira CFP^® will be speaking about financial planning in Africa at the CISI’s Financial Planning Conference
by Jake Matthews

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Adding alternative assets to client portfolios

Investing in alternatives has long been seen as a privileged enclave for elite investors. Barriers to entry were formidable unless you had large amounts to invest or were part of an institution, such as an asset manager or pension fund. But now, more and more can join the club – and take advantage of the investment opportunities
by Trevor Campbell

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Change: Financial planning – regulatory developments September 2017

Paul Grainger CFP^TM Chartered FCSI, CEO of Complyport, outlines some regulatory and compliance issues that could or should be keeping you awake at night

Read more
Ask the experts: Key tasks for the countdown to MiFID II

Ian Cornwall, director of regulation at the Wealth Management Association, discusses MiFID II, the introduction of legal entity identifiers (LEIs) and how transaction reporting requirements will change
by Rosalie Starling

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Word on the web: Israel laying foundations for financial services’ success

Israel’s finance ministry strengthens its ties with Switzerland’s financial services sector, but the lure of London is still proving strong for some firms
by Jake Matthews

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How EMIR will impact currency hedging

New regulation has begun to tighten the rules for hedging currency risk in investment portfolios, making life more complicated for fund managers and highlighting the importance of investors asking the right questions
by Richard Willsher

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