Jackie Lockie to leave CISI

22 October 2020

Head of Financial Planning at the Chartered Institute for Securities & Investment (CISI) Jacqueline Lockie is to leave the professional body at the end of the year, after more than four years at the organisation. 

Jackie says: “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 at the moment but it will be within the financial planning community.

“At the CISI we’ve had two very successful conferences this year and good engagement with the FP community, which has led to significant growth in the FP Forum.

“Whilst it has been frustrating not to see growth in the CFPTM numbers, partly because of the time taken to restructure the CFPTM pathway, I do wish CISI every success in its desire to do so.”

Jackie has been a regular contributor to Professional Paraplanner and a judge of our Paraplanner Awards since they began in 2017.

The CISI said Jackie had played a key role in the integration of the Institute of Financial Planning (IFP) membership following the CISI/IFP merger in November 2015 and supported the institute whilst it re-engineered the new Certified Financial Planner™ pathway.

She also helped with the professional body’s engagement within the financial planning community and to grow the number of CISI’s Financial Planning Forum members from 2,000 to 6,670.

Christopher Morris will remain as deputy head of Financial Planning, reporting to Kevin Moore, CISI Global Business Development director, until a replacement head of Financial Planning is appointed.

Kevin Moore said: “We will miss Jackie as both a valued head of Financial Planning and as a colleague.  Her work with the CFPTM designation and the CISI financial planning community has been outstanding and is testament to her tenacity and devotion to the profession.  We wish her all the very best for the future.”

Professional Paraplanner