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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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  • vunerable-clients_700

    Vulnerable clients: protecting those who need it most

    How to spot and mitigate against vulnerability in clients  
    by Gill Wadsworth
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  • iStock-922656500_700x385px

    Leading by example

    The CISI’s Financial Planning Mentoring Scheme is bringing together sector experts and young professionals to help improve their financial planning skills 
    by Sandra Paul
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  • IHT-700

    Case study: Making the money last

    Josh Butten FPFS CFP™ Chartered MCSI, director at boosst, helps put a retired couple's minds at rest after they come to him with concerns about the longevity of their wealth and the threat of inheritance tax

    Read more
  • Wealth-transfer_700

    The great wealth transfer

    As the UK prepares for £1.2tn to pass from older to younger generations over the next 30 years, financial planners should start thinking about how they can best support the heirs to this wealth. Amyr Rocha-Lima MCSI, financial planner at Holland Hahn and Wills LLP, and member of the CISI’s Financial Planning Forum Committee, reports
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  • Our business700

    Our business: Making clients feel special and cared for

    Stafford Wealth Management was the first UK firm to receive accredited status in 2011. Directors Mike Stafford CFP™ Chartered MCSI and Phil Stafford CFP™ Chartered MCSI relate how IFP founder member Paul Etheridge CFP™ Chartered FCSI(Hon) coached them to set their firm on the path to accreditation
    by Jane Playdon
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  • FPC-annabel-kaye-sm

    Does the way you work put client data at risk?

    General Data Protection Regulation is not just a box-ticking exercise; it should be an integral part of everyday business life, says Annabel Kaye, director at Irenicon
    Read more
  • CISI Awards 2019 Highlights

    CISI Awards Ceremony 2019: Celebrating a global competitive edge

    Our 26th annual awards ceremony and drinks reception, held at Mansion House, London, celebrated outstanding achievement amongst 68 CISI global finance students
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  • Revolution700

    Talking ‘bout a revolution

    Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, wants your help to start a revolution

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  • MentalHealth700

    Mental health in the financial planning workplace

    Look after your mental health, not just for your own sake but also for the clients, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
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  • q1_2019_preview_700

    Your Q1 2019 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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  • smcr_700

    SMCR – learning lessons from banks

    The Senior Managers and Certification Regime (SMCR) will demand operational and cultural changes in many firms. Here’s how wealth managers and financial planners can benefit from lessons learnt by banks that have implemented SMCR already
    by Paul Bryant
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  • structured-products_700

    Ask the experts: Structured products

    What are structured products and how do they work? Two experts talk through the details
    by Bethan Rees
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  • commit-yourself700

    Commit to improve this year

    Make 2019 your year for significant self development, because you never know what's around the corner, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
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  • six questions700

    Six questions to engage your clients

    Financial planners will be in a better position to understand clients’ need by connecting with them on an emotional level, writes Amyr Rocha-Lima MCSI, financial planner at Holland Hahn & Wills LLP, and member of the CISI Financial Planning Forum Committee

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  • case study700

    Case study: World Citizens – a practical example

    Phil Billingham CFPTM Chartered MCSI, director at Perceptive Planning, unravels a couple’s fiendishly complex financial situation arising from working in three countries, three currencies and different tax regimes

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  • post-modern_700

    Post-Modern Portfolio Theory and financial planning

    Much work has been done since Modern Portfolio Theory to help financial planners diversify portfolios for their clients to obtain the best outcomes
    by Gill Wadsworth 
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