THE REVIEW

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, talks about her experience with conflicting test results

Sir Steve Webb, former pensions minister and currently director of policy at Royal London, visited the CISI offices to participate in a special live webcast where he answered members’ pension questions

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, outlines some considerations when developing staff training plans

The CISI’s Financial Planning Gala Awards will be held this year at the CISI Financial Planning Conference 2017 at Celtic Manor Resort, which runs 25–27 September

Craig Palfrey CFP^TM Chartered MCSI helps his client plan for his dream of working less, earning more and retiring early, through judicious insurance and pension planning and use of ISAs

Sir Steve Webb, Justin Urquhart-Stewart and former SAS captain Mike Lynch are headline speakers at this year’s conference, which will be held at Celtic Manor Resort, 25–27 September

Consumers throughout the UK came out in force to make the most of the free, professional financial guidance offered during the CISI’s Financial Planning Week, 8–12 May

Ian Painter CFP^TM Chartered FCSI, managing director of Affinity Integrated Wealth Management, talks about balancing emotions and budgets

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, talks about her experiences with mentoring and coaching

The CISI is encouraging CERTIFIED FINANCIAL PLANNING^TM professionals and firms to get involved in Financial Planning Week, running from 8 to 12 May