The Review

CISI CEO to step down

In September 2022, Simon Culhane, Chartered FCSI, will step down after 18 years as chief executive of the Institute

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How understanding behavioural finance can add value

Recent examples of irrationality in markets and individuals highlight signs for investors to look out for and opportunities for financial services professionals to coach their clients
by Tim Cooper

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Perfect match

How can mentoring enable financial services professionals to advance in their careers?
by Sally Percy

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CISI CEO to step down

In September 2022, Simon Culhane, Chartered FCSI, will step down after 18 years as chief executive of the Institute

Read more
How understanding behavioural finance can add value

Recent examples of irrationality in markets and individuals highlight signs for investors to look out for and opportunities for financial services professionals to coach their clients
by Tim Cooper

Read more
Perfect match

How can mentoring enable financial services professionals to advance in their careers?
by Sally Percy

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Ask the experts: Vulnerable customers

Karl Steadman, retirement and later life specialist at Just Group, discusses key takeaways from the FCA’s finalised Guidance for firms on the fair treatment of vulnerable customers

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Bridging the vulnerability gap

David Burrows reports on how the financial services sector is taking steps to support customers in vulnerable circumstances

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The Review October 2021 edition is here

Our October 2021 edition of The Review members' magazine focuses on those in vulnerable circumstances and how our sector can support them
by Jane Playdon, Review editor

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In the news: Inflation perspectives

Opinions are divided on the causes of current inflation and how long it is likely to last
by Christian Doherty

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Financial Planning Awards 2021

The CISI’s Financial Planning Awards 2021 were held on Tuesday 5 October to conclude the first day of our Financial Planning Conference 2021. Congratulations to all the winners!

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Ask the experts: CGT consultation

Graeme Stenson, Chartered MCSI, tax adviser at KA Watson Consultancy, explores the recommendations in the Office of Tax Simplification’s report on capital gains tax (CGT)

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CISI app launched

Our 43,000 members can now access their CPD on the go

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CISI AGM 2021

This year’s Annual General Meeting will be held on Friday 15 October 2021

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Changes to The Trust Registration Service mean trustees have to act

Nick Edwards CFP™ Chartered FCSI, director, Trustee Support Services, outlines action that trustees need to take before 1 September 2022

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What next for operational resilience?

The Review examines how firms are faring on operational resilience in light of regulatory focus and pandemic shockwaves
by Alexander Garrett

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Jurisdictions: time to update our view?

Offshore jurisdictions are being used as tools to manage both wealth and wellbeing
by Paul Bryant

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The best conversation you will ever have

The first client meeting can provide planners with a mine of information but only if they ask the right questions and, importantly, listen to the answers
by Gill Wadsworth

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Rocketing PII premiums

Could regulatory actions be driving professional indemnity insurance premiums up?
by John Lappin

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