The Review

Chips off the table

With financial advisory businesses being bought by consolidators and absorbed into a larger model, should business owners be looking at this as an opportunity or a threat? Here’s what to look out for
by Gill Wadsworth

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Grey matters ethical dilemma: Most likely to ...

This Grey Matter, concerning inappropriate workplace ‘banter’ over social media, is one of the scenarios discussed at the CISI’s 2020 Annual Integrity Debate, held at Plaisterers’ Hall on Wednesday 12 February, and broadcast via live webcast

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The financial services productivity puzzle

What is productivity in financial services and how is it measured?
by Paul Golden

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Not waving but drowning: navigating the oceans of 'green finance' speak

For Mark Carney, governor of the Bank of England, the 'global problem' of climate change is crystal clear, but do we yet fully understand the words and concepts?
by George Littlejohn, senior adviser to the CISI

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Ask the experts: Capital gains tax on UK property

Capital gains tax rules for non-UK resident investors are in force. Who and what is impacted by these? Simon Hart, director, asset management tax at KPMG, answers questions

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Vulnerability and capability

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, explains via a mother-daughter case study that vulnerability does not necessarily mean a client is incapable of making good financial decisions

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Tips for new working parents

Returning to work as a new parent doesn't have to be daunting
by Bethan Rees

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Wisecracking comedian lights up the night at South East branch’s annual dinner

English stand-up comedian Ivo Graham was guest speaker at the CISI South East branch annual dinner, held on 17 October 2019 at The Spa Hotel, Mount Ephraim

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Chips off the table

With financial advisory businesses being bought by consolidators and absorbed into a larger model, should business owners be looking at this as an opportunity or a threat? Here’s what to look out for
by Gill Wadsworth

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Laughs galore at East Midlands branch annual dinner

Mike McClean, British comedian, television presenter, and actor was the guest speaker at the CISI East Midlands branch annual dinner, held on 31 October 2019 at the Nottingham Conference Centre

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Guest comedian delights attendees at the CISI West Country annual dinner

English writer and stand-up comedian Gary Delaney was guest speaker at the CISI West Country branch annual dinner, held on 10 October 2019 at Mercure Exeter Southgate

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In the news: Fintech innovations

From the farming sector to construction, fintech is stepping in to help innovate processes. However, there’s still work to be done
by Bethan Rees

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Inspirational speaker kicks off CISI Cotswolds’ social occasion of the year

British wheelchair athlete Mel Nicholls was guest speaker at the CISI Cotswolds branch annual dinner, held on 28 November 2019 at The Greenway Hotel.

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Smiles and laughter at the CISI South Coast branch annual dinner 2019

English actress, writer, and comedian, Lucy Porter was guest speaker at the CISI South Coast branch annual dinner, held on 21 November 2019 at Hilton Bournemouth

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Previewing the January 2020 print edition: Sovereign power

In our preview of the January 2020 print edition, we look into how sovereign wealth funds could benefit the wider investment community
by Dominic Dudley

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Your January 2020 print edition will be with you soon

The latest issue of The Review will be with you soon. Here’s a preview

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Musical legend wows guests at the CISI Bristol branch annual dinner

Lucy Porter, drummer extraordinaire and Birmingham music legend who has played with bands such as Electric Light Orchestra, Black Sabbath and The Move, was guest speaker at the CISI Bristol branch annual dinner, held on 25 September 2019 at the SS Great Britain

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How to cope with feeling overwhelmed

Too much to do and not enough time to do it? We can all feel overwhelmed at work from time to time. Here’s how to ground yourself and stay productive
by Bethan Rees

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CISI Manchester annual dinner rises to new heights with record-breaker adventurer

Bonita Norris, the youngest British woman to reach the summit of Mount Everest at the age of 22, captivated an audience of over 70 with an inspiring and motivating talk at the CISI Manchester branch annual dinner, held on 24 October 2019 at the Manchester Hall

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Festive lights kick off the CISI East Anglia branch annual dinner

Alongside the switching on of Christmas lights, the CISI East Anglia branch annual dinner was both picturesque and a great success, held on Thursday 14 November 2019 at Assembly House, Norwich

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Four financial planning resolutions for 2020

The turn of the year is always a good time for reflections and resolutions. Here, we remind ourselves of some of the insights shared at the 2019 Financial Planning Conference and consider what they tell us about the priorities for financial planners in the year ahead
by Eila Madden

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