The Review

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

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

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

The latest print edition of The Review is out now

A peek at the latest hard copy of The Review

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

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!

Financial Planning Week 2019: Plan well to live well

Consumers in England, Scotland, Wales and Northern Ireland are being encouraged to start their autumn with a free, personal finance guidance session worth up to £500 during Financial Planning Week 2019, 7-11 October

My business: Financial planning, not financial selling

Quentin McCormick CFP™ Chartered FCSI, managing director at Pavis Financial Management, on the value of long-term financial planning and the importance of using the right tools
by Jane Playdon

Playing by the PROD rules

In the next print edition, PROD rules come under the spotlight and Rory Percival, founder of Rory Percival Training and Consulting and former technical specialist at the FCA, gives his insight on what advisers need to act on. Here's a preview
by Gill Wadsworth

Teamwork makes a difference

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, was inspired by how the Mercedes F1 team worked together at the Hungarian Grand Prix

Early investing pitfalls

The Woodford fund situation highlighted the need to look deeper under the bonnet when researching, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning

The end of the paper trail

Paper share certificates are to be phased out. What will this mean for the future of trade settlement and why do the holders of those certificates need to act now?
by Richard Willsher

Around the world with CFP™ professionals

CERTIFIED FINANCIAL PLANNER™ professionals around the world may face different challenges depending on where they are. Amyr Rocha-Lima CFP™ MCSI draws together insights and views from global professionals

How to be an effective manager

Everyone likes the idea of working for a good boss, but what does that actually mean and how can you succeed at managing teams?
by Steve Smethurst

Profile: George Kinder, the father of life planning

George Kinder, founder of the Kinder Institute of Life Planning, explains why financial planners need to spend more time listening to their clients to help them achieve their life goals
by Dominic Dudley

CISI launches enhanced CFP™ certification

The new, improved CERTIFIED FINANCIAL PLANNER™ certification, following two years of extensive review will, at level 7 on the UK National Qualifications Framework, be the UK’s highest level qualification for financial planners