Securing the future of financial planning: Inspiring the next generation

CISI's Carly Dunningham shares practical steps for firms

clock • 4 min read

In the inaugural Our Sector column, a space for trade and professional bodies engaging with the advice profession and the industries it works alongside to share developments and spotlight financial services issues that matter, Chartered Institute for Securities & Investment Financial Planning Forum committee chair Carly Dunningham looks at inspiring the next generation of talent.

The financial planning profession is facing a pivotal moment. Across the profession, firms are reporting the same challenge: attracting and retaining high‑quality talent. With a significant proportion of advisers approaching retirement age and too few younger professionals entering the field, the talent pipeline is under real strain. Many leading businesses describe recruitment as one of their most persistent operational pressures - and the issue is no longer one we can afford to view as a slow‑burn concern. It is here, it is structural, and it needs collective attention. Why the tale...

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 Business

Workplace culture and the thriving financial advice practice

Workplace culture and the thriving financial advice practice

Best Financial Advisers to Work For 2026

Jenna Brown
clock 04 June 2026 • 10 min read
Brooks Macdonald Strategic Partnerships launches to help IFA firms scale

Brooks Macdonald Strategic Partnerships launches to help IFA firms scale

For ‘ambitious’ advisory firms

Jenna Brown
clock 04 June 2026 • 2 min read
Editor's view: Feeling the heat

Editor's view: Feeling the heat

The editor's Friday Night Takeaway from 29 May

Jen Frost
clock 29 May 2026 • 2 min read