The Review

Vulnerable clients: protecting those who need it most

How to spot and mitigate against vulnerability in clients
by Gill Wadsworth

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

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

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

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

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

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

Talking ‘bout a revolution

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

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

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

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

Ask the experts: Structured products

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

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

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

Case study: World Citizens – a practical example

Phil Billingham CFP^TM 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

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