The Review

New head of financial planning at the CISI

The CISI head of financial planning, Campbell Edgar CFP^TM Chartered FCSI, will be retiring in October 2017, but will continue to be involved in some CISI financial planning technical projects

Word on the web: Financial crime crackdown

With activities such as money laundering, terrorism and sanctions evasion becoming an increasing problem for the financial community, banks and regulators must do more to help identify criminal behaviour
by Rosalie Starling

Word on the web: Millennials versus older spenders

Despite worrying levels of student debt, millennials’ spending power is heavily influencing the financial services sector. But is the increased focus on products for the younger generation leaving older spenders behind?
by Rosalie Starling

Word on the web: A cross-border problem for blockchain?

Blockchain-based platforms are being developed for major financial firms in Europe and Asia, but new research suggests the technology’s increasing use across borders could lead to legal and regulatory issues
by Rosalie Starling

Word on the web: Makeover for DB pension transfer guidance

As the volume of defined benefit pension scheme transfers increases rapidly, the FCA has responded to industry calls to update the ineffective assumptions currently available to advisers
by Rosalie Starling

Magical night at the Birmingham annual dinner 2017

Magician Zamaan Ismail kept an audience of over 60 captivated at the event, held on 15 June 2017 at Hotel La Tour, Birmingham

Word on the Web: Brussels and the City in euro-clearing battle

The European Commission has published draft laws to bring systemically important euro-clearing inside the eurozone. The City isn’t happy
by Eila Madden

Word on the web: Lukewarm welcome for first cash LISA

Skipton Building Society has recently become the first provider to offer savers a cash LISA but commentators have raised concerns about the merits of the product in general
by Eila Madden

Word on the web: Financial services sector slow to embrace AI

The rapid growth of artificial intelligence represents a key opportunity for the financial services sector, but brings with it a host of challenges
by Rosalie Starling

Word on the web: Fund shake-up

Vanguard’s recently announced move into the UK small investor market has caused a stir amongst the financial community
by Rosalie Starling

Singing for supper at East Midlands & Lincoln branch annual dinner 2017

Original singing act The Three Waiters kept guests entertained at the event, held on 11 May 2017 at Devonshire Place, Leicester

Word on the web: WannaCry puts spotlight on finance’s cyber defences

The WannaCry ransomware cyber attack has highlighted strengths and weaknesses in the financial services sector’s fight against cyber crime
by Eila Madden

Footy fan favourites and more at annual dinner

Guests at the CISI Liverpool, Chester & North Wales branch annual dinner contributed around £3,305 (excluding gift aid) to KIND Children's charity, thanks to two forms of fundraising: an auction and a raffle

CISI AGM 2017

This year’s Annual General Meeting will be held on Thursday 19 October at a venue and time to be confirmed

Word on the web: Cryptocurrencies climb higher

Across the board, cryptocurrencies such as bitcoin and ethereum are at an all-time high
by Sally Abbotts

Word on the web: Mortgage market maze

With mortgage debts set to double and ‘risky’ mortgages at 4.5 times people’s salary, just how unsettled is the current market?
by Sally Abbotts