THE REVIEW

In 2015, Fellows from the Institute of Financial Planning (IFP) conducted research into assumptions made when financial planning for clients, with a view to helping planners identify variables and refine calculations. The full paper is published here, with thanks to Robert Lockie CFP^TM Chartered FCSI for authoring the original and subsequently updating the figures

Chris Welsford, Chartered MCSI, decided to conquer his fear of heights and rescue injured people at the same time – by joining a coastguard cliff rescue team

The UK has taken its first shipment of US shale gas, igniting debate on energy investment

See how the industry is responding to Brexit, read about the impact the Big Bang had on financial markets 30 years ago, and learn about the evolution of class actions in the UK, all in the latest edition of The Review

The Institute can now offer candidates an FCA-approved, Retail Distribution Review compliant, direct study pathway to the global CERTIFIED FINANCIAL PLANNER^TM designation

How to improve understanding and build trust within teams and with clients

Janet and Paul, one of Wiseacre Financial Planners' most valuable client couples, are divorcing. Is there an ethical way to retain both of them as clients?

In the September print edition of The Review, we profile Paul Etheridge MBE CFP™ Chartered FCSI, Chairman of the Prestwood Group of Companies and founder member of the Institute of Financial Planning (IFP). In this preview, we highlight five things he has learned during an impressive career spanning six decades