THE REVIEW

From building ties with schools and universities to selling the benefits of a career in financial planning, practitioners share practical tips on how to attract the next generation of planners
by Steve Hemsley

David Gibson CFP^TM Chartered MCSI, director at Gibson Financial Planning in Northern Ireland, has achieved a good work-life balance that benefits both himself and his clients, who are at or near retirement
by Jane Playdon

Do we need a different pension system? asks Anthony Hilton FCSI(Hon)

Children returning to the parental home to live is a serious concern and causing new scenarios that need to be addressed in financial planning, including cashflow assumptions, says Jacqueline Lockie CFP^TM Chartered FCSI, CISI head of financial planning

Growth in P2P lending shows no sign of slowing. The innovative finance ISA might provide a further boost. What are the pros and cons for an investment portfolio? 
by Paul Bryant

Joel Carter ACSI, client service executive, Rathbone Investment Management, is a keen advocate and example of the value of apprenticeships 
by Bethan Rees

Martin Ruskin CFP^TM Chartered MCSI helps his client receive the care she needs without having to sacrifice her family home to pay for it

Whether you run your business as a lifestyle practice or a growing enterprise will depend upon the type of work-life balance you want
by Tim Cooper

Should financial services firms be integrating wealth management and financial planning?
by Ritchie Bann

Martin Ruskin CFP^TM Chartered MCSI, head of business development at Paradigm Norton Financial Planning and chair of the CISI’s Financial Planning Forum Committee, talks us through his career and the challenges the financial planning sector is facing
by Bethan Rees 

Jacqueline Lockie CFP^TM Chartered FCSI, CISI head of financial planning, analyses some interesting points from our recent pensions survey

Helping a client to identify and meet their life goals can win financial planners much more than a loyal client, it can win them a true ambassador

Keri Carter CFP^TM Chartered MCSI is a former CFP Professional of the Year who joined Broadway Financial Planning 17 years ago, but her route to a leadership role in the profession has been somewhat unconventional
by Bethan Rees

We are delighted to announce the appointment of Martin Ruskin CFP^TM Chartered MCSI as chairman of the CISI IFP Forum

Some financial planning firms are using fitness data to complement their client service, but it is yet to be fully harnessed by the sector
by Jake Matthews