The Review

Taxing times

Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that's almost guaranteed. Financial planners have a challenge and an opportunity ahead of them
by Paul Bryant

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Impact measurement in private equity – cutting through the complexity

Jim Totty and Richard Burrett of Earth Capital consider the theory and practice of measuring impacts and outcomes from private equity investing, based on a 'whole life' scorecard approach

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Review of Financial Markets: February 2020

The February issue of Review of Financial Markets features a look at impact investment versus ESG; a paper on investment for reliable income; an entertaining look at Gresham's Law; and more
Edited by George Littlejohn MCSI, senior adviser to the CISI

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Transfer tightrope

Advisers operating in the defined benefit transfer market have been subjected to a raft of tough new FCA rules in recent months. With some advisers fearing the rules will put them out of business and others saying they don’t go far enough, the regulator clearly still has work to do
by Gill Wadsworth

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People: The chess game of life

Former championship chess player Duncan Glassey CFP™ Chartered MCSI sees many parallels between life and chess, illustrating Garry Kasparov’s assertion that “chess is life in miniature”
by Jane Playdon, Review editor

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Sharing success

With 40% of UK financial advisers expected to retire in the next four to ten years, according to Libertatem’s Heath Report Three, should advisory firms adopt an employee-owned structure to aid staff retention and succession planning?
by Gill Wadsworth

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Your February 2020 print edition is here

We are now making The Review print PDF available to all members online. Read the February 2020 issue here

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Case study: Intergenerational financial planning for the family

Diane Weitz CFP™ Chartered MCSI, director and founder of Ashlea Financial Planning, and her daughter Eleanor Clarke, trainee financial planner, explain how the firm is helping a couple and their son achieve their objectives
Pictures by David Savill Photography

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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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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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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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Fintech and vulnerable clients

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at the potential impact of advancing technology on vulnerable clients

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Home is where the heart is

Lifetime mortgages are an option for asset-rich, cash-poor clients who might be struggling to fund later life objectives. Where does consideration for them fit into a financial planner’s relationship with clients?
by Gill Wadsworth

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My business: Financial freedom

Peter Montague, Chartered FCSI, CEO at Montage Wealth Management, set up the firm with the goal of helping clients achieve the freedom of financial independence
by Jane Playdon

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The latest print edition of The Review is out now

A peek at the latest hard copy of The Review

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Retirement planning – far more than number crunching

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

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Financial Planning Gala Awards 2019

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!

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