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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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  • past 100 700x385

    Longevity and client objectives for retirement

    Apr 27, 2020

    Life expectancy is not the same as the likely age at death. Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at why and what impact it has on financial plans

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    The dos and don’ts of video meetings

    Apr 27, 2020
    Techniques to make video conferencing more effective and less awkward
    by Bethan Rees
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  • Stretchercarry700x385

    People: Searching for the lost

    Apr 27, 2020

    John Yue, Chartered MCSI, regularly steps outside his comfort zone to help locate vulnerable missing persons
    by Lora Benson MCIPR, CISI head of media

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  • covid Nigeria700

    Coronavirus in Nigeria: so far so bad

    Apr 21, 2020
    Dr Timi Olubiyi, Chartered MCSI, PhD, looks at the economic impact of the pandemic in Nigeria
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  • later life700

    Later life planning: it’s not just IHT

    Apr 21, 2020

    Matt Dickens, Chartered FCSI, senior business development director at Ingenious Group, says that the ‘cost of life’ should always be considered before the ‘cost of death’

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  • inthenews-cashless_700

    In the news: Going cashless

    Apr 17, 2020
    Malaysia, Egypt and Saudi Arabia are all exploring cashless payment options in light of Covid-19
    by Bethan Rees
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  • 700x385_1133163212

    Selling your business: valuation and deal preparation

    Apr 15, 2020
    Building on a previous Review article about selling all or part of your business, we look at valuation, pre-transaction steps, relationship with potential buyers, and the transaction process 
    by Paul Bryant
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  • ICG-CISIMarch2020700

    Insights Review by ICG: March 2020

    Apr 14, 2020
    The March 2020 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • diydatashopping700

    Financial planning in 2050

    Apr 14, 2020
    In a world of data DIY, planners will be life coaches, writes Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning
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  • career-development-parents_700

    Working from home: tips for parents

    Apr 9, 2020
    From utilising innovative technology to capitalising on nap time, there are some things parents working from home can do to make their day more productive while keeping children entertained
    by Bethan Rees
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