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

Feel Good Friday: Wise Investment employee takes on the Great Wall of China for charity

Feel Good Friday: Wise Investment employee takes on the Great Wall of China for charity

Raising funds for Katherine House Hospice

Professional Adviser
clock 13 March 2026 • 1 min read
Directly authorised numbers fall as networks continue to attract advisers

Directly authorised numbers fall as networks continue to attract advisers

‘The DA market is shrinking’

Isabel Baxter
clock 12 March 2026 • 3 min read
Almost half of clients report increase in advice fees

Almost half of clients report increase in advice fees

One of five advisers plan to increase initial fees in next 12 months

Isabel Baxter
clock 12 March 2026 • 2 min read