'Immense': Members react as IFP proposes merger with CISI

Scott Sinclair
clock

The Institute of Financial Planning (IFP) is proposing to merge with the Chartered Institute of Securities and Investment (CISI) in a bid to accelerate the growth of financial planning in the UK.

IFP members are being notified of the proposal and are invited to have their say by 3 September. The Institute said it "hopes they will ultimately support the proposal" while IFP President Rebecca Taylor described it as a "win-win" for practitioners and consumers. "I realise that change is never easy, but evolution is essential to stay strong and progress," Taylor said. "Following a recent and lengthy strategic review by the IFP Board, we consider that IFP would be an even more powerful influence on consumer outcomes as a result of joining with CISI." Advisers have been reacting...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Feel Good Friday: Continuum adviser to run London Marathon for hospice charity

Mike Jarrett will raise funds for St Peter’s Hospice

Professional Adviser
clock 27 February 2026 • 1 min read
One in five adults have made panic-driven financial decisions

One in five adults have made panic-driven financial decisions

Link between financial education and levels of anxiety

Jaskeet Briah
clock 25 February 2026 • 1 min read
Who really owns the digital client relationship? From ownership to orchestration

Who really owns the digital client relationship? From ownership to orchestration

The battle for the digital layer

Tessa Lee
clock 23 February 2026 • 5 min read