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  • CISI's head of Financial Planning Jacqueline Lockie

    Jacqueline Lockie: How pandemic might change clients

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    CISI Ireland appoints new President

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    Wealth Matters acquires Herts IFA's clients

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    Professional bodies back Green Finance Education Charter

  • Jacqueline Lockie, CISI head of financial planning said

    M&G and Octopus join Financial Planner mentoring scheme

  • Speaker Kat Mock

    CISI 2020 Paraplanner Conference goes virtual

  • Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning

    CISI Financial Planning Conference moves online

  • CISI Covid-19 Recovery Survey

    CISI members expect Covid recovery to take 12 months+

  • FP Week 2020 logo

    CISI to launch ‘unique’ Financial Planning Week in October

  • Keynote speaker Kat Mock

    CISI Annual Paraplanner Conference goes virtual

  • Walkie Talkie building, London

    CISI and CII set to share HQ in London

  • Jonathan Hunt

    Expert Wealth becomes CISI Accredited Planning Firm

  • Pippa Oldfield

    Pippa wins CISI Paraplanner Of The Year Award

  • Covid-19 has hit consumer confidence

    1 in 4 pessimistic about finances post Covid-19

  • UK Financial Planning Week goes virtual

  • Martin Birch of Belmayne

    Chartered Planner to offer free virtual advice for #FPWUK

  • Amyr Rocha Lima CFP

    CISI picks Rocha Lima to chair Financial Planning Forum

  • Editor Kevin O'Donnell

    Editor’s Column: Financial Planning Week has a new ally

  • FP Week 2020 logo

    Financial Planning Week 2020 gets under way

  • Martin Ruskin

    Planners may need help to cope with 'no-deal' Brexit

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