Standing Tall Together – CISI and IFP merger one year on

by | Oct 26, 2016

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That’s the strapline used following last year’s merger between the Chartered Institute for Securities & Investments (CISI) and the Institute of Financial Planning (IFP). The merger has brought big changes to the financial planning profession, but, with the first year under its belt, how are members finding life within this larger organisation?

IFA Magazine has been talking to some of those people involved with integrating financial planning into the CISI since the merger took effect in November 2015.

We’ve asked some CISI members for their opinions on what’s been happening over this the first year as a much larger organisation, and also what are their hopes for the future as the CISI builds its place within the financial planning profession.  We also speak to Jacqueline Lockie, who took over as Deputy Head of Financial Planning at the CISI last May, about the progress being made, and also the new chairman of the CISI financial planning forum – Ian S. Howe.


You can read all these articles by clicking the links below:

1. Standing tall together – Ian S. Howe, Managing Director of Baigrie Davies and chair of the CISI IFP Forum Committee

2. Standing tall together – Marlene Outrim, Managing Director of Uniq Family Wealth, and member of the former CISI accredited firms’ committee


3. Standing tall together – Phil Billingham, Director, Perceptive Financial Planning and CISI member.

4. Standing tall together – Jacqueline Lockie, Deputy Head of Financial Planning, CISI

5. Standing tall together – Steve Martin, CEO of Smart Financial Planning and CISI member


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