Commercial and governmental research on the sector

The following are recent research publications on matters central to the financial services skills agenda, including:

• Skills and technology
• Regulation and financial stability
• Financial clustering
• Retail distribution
• Offshoring/outsourcing

Sources include:

• Bourse Consult (2007) The competitive impact of London's financial market infrastructure. London: City of London.
• Deloitte (2007) Global financial services offshoring report 2007.  London: Deloitte MCS Ltd.
• Herbert Smith/LSE (2007) Principles-based regulation: in theory and practice. London.
• HM Treasury (2008) Thoresen Review of generic financial advice: Final report. Norwich: HMSO.
• IBM Institute of Business Value (2006) The Trader is dead, long live the trader!: A financial markets renaissance. New York: IBM Global Services.
• McKinsey and Co. (2007) Sustaining New York's and the US' global financial leadership.  New York.
• NGM Financial Services Consulting (2007) Retail distribution review: implications for the adviser sector. London: NGM.
• Zyen (2008) The Global Financial Centres Index 3. London: City of London.

Academic research on the sector

Research on the section is focused on:

• Workforce employment
• Offshoring and outsourcing
• Global markets
• Future trends and drivers

Sources include:

Clinebell and Clinebell (2007)

Clinebell, S.K. and Clinebell, J.M. (2007) ‘Differences Between Part-Time and Full-Time Employees in the Financial Services Industry’, Journal of Leadership and Organizational Studies 14(2): 157-167.

Cohen and El-Sawad (2007)

Cohen, L. and El-Sawad, A. (2007) ‘Lived experiences of offshoring: An examination of UK and Indian financial service employees' accounts of themselves and one another’, Human Relations 60(8): 1235-1262.

Currie, Michell and Abanishe (2008)

Currie, W.L., Michell, M. and Abanishe, O. (2008) ‘Knowledge process outsourcing in financial services: The vendor perspective’, European Management Journal 26(2): 94-104.

Knights, Noble, Vurdubakis and Willmott (2007)

Knights, D. Noble, F., Vurdubakis, T. and Willmott, H. (2007) ‘Electronic Cash and the Virtual Marketplace: Reflections on a Revolution Postponed’, Organization 14(6): 747-768.

Moshirian (2008)

Moshirian, F. (In Press, Accepted Manuscript) ‘Financial services in an increasingly integrated global financial market’, Journal of Banking & Finance. Available online 21 March 2008.

O'Brien and Meadows (2003)

O’Brien, F. and Meadows, M. (2003) Exploring the current practice of visioning: case studies from the UK financial services sector. Management Decision 41(5): 488-497.

Özbilgin and Woodward (2004)

Özbilgin, W.F. and Woodward, D. (2004) ‘'Belonging' and 'Otherness': Sex Equality in Banking in Turkey and Britain’, Gender, Work and Organization 11(6): 668-688.

Tailby, Richardson, Upchurch, Danford and Stewart (2007)

Tailby, S., Richardson, M., Upchurch, M., Danford, A. and Stewart, P. (2007) ‘Partnership with and without trade unions in the UK financial services: filling or fuelling the representation gap?’, Industrial Relations Journal 38(3): 210-228.

Archived

This folder contains more dated research on the sector.