How does our identity change when we retire? And what does this mean for paraplanners putting together a financial plan? Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, considers some recent research

Foreign exchange is a signifier of a country’s wellbeing and can reflect nervousness in economies
by Paul Golden

DAC 6 is a tax transparency measure that will require certain cross-border tax arrangements to be reported to the tax authorities. Catherine Robins, partner at Pinsent Masons, explains how firms should be preparing for this and what challenges they might face
by Bethan Rees

Taking responsibility for yourself and forward planning are important skills that can benefit any business
by Bethan Rees

10 October 2019 marked World Mental Health Day. Here’s how the financial services sector is working to make life better for its employees and end the stigma
by Bethan Rees

Members can enjoy 40% off Reebok full price items until 31 October and an extra 40% off Butlins until 1 November

The CISI’s Financial Planning Gala Awards were held on Monday 30 September 2019 at the Hilton Birmingham Metropole. Attendees donated around £5,500 to MQ Mental Health Research Charity. Congratulations to all the winners!

British TV presenter and political columnist Steve Richards was guest speaker at the event, held on 5 September at DoubleTree by Hilton Glasgow

A solution to help close the gender pension gap is being considered in New Zealand, while the results of a survey reveal a stark reality for women in Northern Ireland
by Bethan Rees

With the 9 December 2019 deadline looming for the extension of the FCA Senior Managers and Certification Regime (SMCR) conduct rules to all UK solo-regulated firms, we’ve launched a toolkit to ensure members nationwide have access to resources relevant to each of the five rules