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

CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read