CISI chief's pledge to IFP members: 'We will not dilute financial planning'

CISI chief Simon Culhane on body's proposed merger with the IFP

Carmen Reichman
clock

The pending merger of the IFP and CISI has raised questions about the future of financial planning in the UK. We put advisers' concerns to CISI chief executive Simon Culhane...

A possible coming together of the Institute of Financial Planning (IFP) and the Chartered Institute for Securities and Investment (CISI) was first announced in early August. IFP members have until 3 September to share their views. Though many members have welcomed the proposal, others have voiced their concerns it could "water down" the meaning and value of financial planning. Should members be concerned? We put some of your key questions to Simon Culhane, Chartered FSCI, who is chief executive of the CISI...

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

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston: Middle East conflict 'particularly problematic' for UK growth

Robert Peston discusses at PA360

Sophia Panayi
clock 29 April 2026 • 4 min read
Dynamic Planner launches Financial Happiness Index for advisers

Dynamic Planner launches Financial Happiness Index for advisers

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

Sophia Panayi
clock 29 April 2026 • 2 min read
PFS's Pathway to the Profession project hits  500-member target

PFS's Pathway to the Profession project hits 500-member target

A third of new members are women

Sophia Panayi
clock 28 April 2026 • 2 min read