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

WIFA entry tips from the judges: Insight into what makes a standout entry

WIFA entry tips from the judges: Insight into what makes a standout entry

Gillian Hepburn and Sam Slator in the studio

Professional Adviser
clock 10 June 2026 • 1 min read
Small firms to file accounts with Companies House from 2028

Small firms to file accounts with Companies House from 2028

Must file profit and loss accounts but can opt out of publication

Sophia Panayi
clock 10 June 2026 • 2 min read
FCA deputy CEO: Regulator cannot scale financial inclusion initiatives alone

FCA deputy CEO: Regulator cannot scale financial inclusion initiatives alone

FCA deputy CEO Sarah Pritchard speaks to Treasury Committee

Sophia Panayi
clock 09 June 2026 • 3 min read