Jackie Lockie is set to step down from her role as head of financial planning at the Chartered Institute for Securities & Investment (CISI) and leave the organisation at the end of the year, the professional body revealed this morning.
Lockie spent four years at the CISI and played a key role in the integration of the Institute of Financial Planning and the CISI following its merger in November 2015. In that time the number of CISI Financial Planning Forum members grew from 2,000 to 6,670. Christopher Morris will remain as deputy head of financial planning and report to Kevin Moore, the CISI global business development director, until a replacement for Lockie is appointed. Lockie said: "I had August off to think about my contribution within the CISI and I feel like now is a good time to go. What's next is not fixed ...
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