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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • responsible-finance-review-cover---Copy-small

    The Review October 2020 flipbook edition is here

    Oct 29, 2020

    Our October 2020 flipbook edition of The Review members' magazine focuses on responsible finance and the role of the financial services sector in the transition to a net zero carbon economy

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  • online safety tips700

    Tips to keep yourself safe online

    Oct 28, 2020

    John Harrison ACSI, CISI Fintech Forum Committee member and head of information and cyber security at Charles Stanley, outlines some important security measures we can all adopt to help prevent and prepare for cyber attacks

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  • 181119JacquelineLockieCISI-700

    Financial planning head to leave CISI at the end of the year

    Oct 23, 2020
    Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, is moving on after more than four years in the role
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  • Personal crisis_700

    How to deal with a personal crisis at work

    Oct 23, 2020

    Familiarise yourself with existing policies and decide how much you're comfortable sharing
    by Bethan Rees

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  • us-election_700

    Ask the experts: US election

    Oct 19, 2020

    Cailin Birch, global economist at The Economist Intelligence Unit, and Tom Richards, investment director at Canaccord Genuity, on the US election and its impact on the financial services sector
    by Bethan Rees

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  • fp_700

    In the news: Virtual CISI Financial Planning Conference 2020

    Oct 15, 2020

    A glimpse into this year's conference, as reported by FT Adviser and IFA Magazine
    by Bethan Rees

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  • FP awards 2020-700

    Financial Planning Awards 2020

    Oct 15, 2020

    The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!

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  • Sir-Hector-Sants_700

    Profile: For the common good

    Oct 14, 2020
    Sir Hector Sants, chair of the UK’s Money and Pensions Service (MaPS), says that the right regulation, culture and empowered consumers are needed to help people make the right financial decisions throughout their lives
    by Bethan Rees
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  • Halloween700

    CISI Membership Privileges: Halloween discounts

    Oct 12, 2020

    UK-based CISI members can scare up several spooky bargains this season

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  • fpw_700

    In the news: Financial Planning Week

    Oct 9, 2020

    5–11 October is a big week for financial planning globally, including the CISI’s Financial Planning Week, World Financial Planning Day, and World Investor Week
    by Bethan Rees

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