THE REVIEW

If a client is using a financial planner and a discretionary fund manager, who is ultimately responsible for meeting their objectives? 
by Sandra Paul

UK consumers can benefit from free personal financial planning sessions worth up £500 during CISI Financial Planning Week, 3–10 October #FPWUK #PlanWell2LiveWell

In the Q3 2018 edition of The Review, we talk to the new chairman of the Financial Services Compensation Scheme, Marshall Bailey OBE

The CISI Liverpool, Chester and North Wales branch Future Leaders Committee hosted its inaugural summer social event at Roxy Ball Room in Liverpool city centre on Thursday 16 August

We are delighted to announce the signing of a cooperation agreement with the Chartered Institute of Bankers of Nigeria (CIBN) on Thursday 30 August 2018

US GDP is at its highest in four years, but are we using the right figures to determine a country’s economic health? 
by Bethan Rees

When Aviva announced it could cancel £450m worth of irredeemable preference shares, outrage ensued, and since, questions surrounding responsibility have arisen
by Phil Thornton

This ‘Grey matters’, about sexual harassment in the workplace, was originally published in The Review in July 2008 and updated and reworked for this edition. The rise of the #MeToo and #TimesUp movements have brought the topic to the forefront of public consciousness. Ten years on, would we recommend doing anything differently?

An out of office email says more about you than you might think
by Bethan Rees