THE REVIEW

The Financial Planning Standards Board has agreed to the CISI’s request to change how CERTIFIED FINANCIAL PLANNER^TM marks are represented in the UK

With the paraplanner role gaining the increasing importance and recognition it rightly deserves, the CISI is excited to throw its weight behind supporting the professional development needs of this dynamic and rapidly growing group within the financial planning profession, writes Lydia Romero, CISI Global Director of learning

New rules on whistleblowing are due to be rolled out from 7 March. Rebecca Doodson, Manager of Ethics and Integrity at the CISI, reveals how they should go some way to address employees’ concerns about this sometimes controversial topic

The notion of conduct risk is rising up the agenda for finance industry participants, but there is still a big gap when it comes to knowing what is involved and how best to tackle it

Working as an expert witness can offer professional and financial benefits, but there are risks as well. So, should you become one – and how do you go about it?

This month sees the dawn of the Senior Managers Regime (SMR), the UK regulators’ plan to hold financial services executives’ feet to the fire for their failings. Today, it applies to those at the commanding heights of our industry; two years hence, it will cover all regulated firms

Francis Kean, Executive Director at Willis Towers Watson, looks at the liabilities and risks of executive and non-executive directors under the Senior Managers Regime

In the March print edition of The Review, we profile Haile Gebrselassie, long-distance runner and twice-gold Olympian turned shrewd investor

See how you can become an expert witness, where to start investing in emerging markets and how Jeremy Corbyn’s suggestion of People’s quantitative easing (QE) is gaining support in the latest edition of the Review.