• Marshall_700

    Profile: Marshall Bailey OBE, the unlikely banker

    Marshall Bailey OBE, the new chairman of the Financial Services Compensation Scheme, explains in the Q3 2018 edition of The Review that banking has a purpose beyond profit – to contribute to the greater good of the economy and society
    by Eila Madden
    Read more
  • FrancisKlonowski700

    People: On the record

    Financial planner and hospital radio presenter Francis Klonowski CFPTM Chartered FCSI has been helping listeners relax for almost 40 years
    by Lora Benson
    Read more
  • Marshall1_700x385

    Previewing the Q3 2018 print edition: Marshall Bailey OBE

    In the Q3 2018 edition of The Review, we talk to the new chairman of the Financial Services Compensation Scheme, Marshall Bailey OBE
    Read more
  • Stephen-jones_700

    Profile: Stephen Jones and the start of something new

    Stephen Jones, CEO of UK Finance, explains how the institution is focused on rebuilding trust in the financial services sector
    text by Bethan Rees; photography by Charlie Surbey
     
    Read more
  • luis700

    People: Having a laugh

    What do you call a Portuguese data analyst who performs stand-up comedy as a hobby in Scotland?
    by Lora Benson
    Read more
  • aj_700

    Profile: Ethical AI – the future of banking?

    Antony Jenkins, former CEO of Barclays, thinks artificial intelligence will have a transformative effect on the financial services sector and many aspects of our future lives
    by Jess Unwin 

    Read more
  • martin70009615e2d13b668408d49ff0000211f6f

    Profile: Bringing dreams to life with financial planning

    Martin Ruskin CFPTM 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 
    Read more
  • Suzanne-medals700

    People: Enduring challenges

    Affiliate member Suzanne Price has a marathon tale of endurance to tell
    by Lora Benson
    Read more
  • KeriCarter700px

    Profile: From telesales to top planner

    Keri Carter CFPTM 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
    Read more
  • Young_Entrepreneurs_group_700

    The disruptors

    From transferring money to raising capital, fintech is changing the way products and services are delivered across the finance sector. The Review spoke to some of the fintech entrepreneurs who are shaking things up
    by Dan Matthews
    Read more
  • angela-knight_700

    Profile: Banking on the brink

    From John Major’s Government to the heart of the financial crisis, Angela Knight CBE FCSI(Hon) has been at the frontline of change for more than two decades
    by Jake Matthews
    Read more
  • hilton_2_700

    First person: The revolution is coming

    The financial sector has experienced technology-driven change before but fintech is something different; it has the potential to disrupt the entire competitive landscape overnight
    by Anthony Hilton FCSI(Hon)
    Read more
  • people700

    People: Turn right in 267 miles

    Life’s a ride for motorcyclist Colin Chalkly-Maber, Chartered MCSI, who has ridden vast distances from Russia to Route 66
    by Jane Playdon
    Read more
  • stella_700

    Leading the charge

    Stella Cox CBE has dedicated herself to the development of Islamic finance for more than three decades. Her contribution has earned her many accolades, but her entry into the sector wasn’t easy. This is a shortened version of our interview with Stella in the Q4 2017 edition of The Review
    by Eila Madden
    Read more
  • Image-23-01-2017-at-18.27_700x385

    Back Story: Zoë Cousens

    Zoë Cousens MCSI, owner of Castellet Consulting, a member of the CISI’s UAE National Advisory Board and Guernsey Finance’s Middle East representative, discusses raising awareness of gender-related issues, the value of her CISI membership and her love of working in the UAE
    by Jake Matthews
    Read more
  • networking700

    Financial Planning Conference 2017: Focus on the future – day one

    Leaders from the financial planning community made their way to the Celtic Manor Resort in Newport, Wales for the CISI’s second Financial Planning Conference on 25–27 September 2017. Here we outline some highlights from the first day 
    by Jake Matthews
    Read more