MAY 2021


Register with PP

Newsletter, Jobs & Event Alerts


Royal London to provide technical support for CISI Financial Planning Mentoring Scheme

11 April 2019

Royal London has leant its support to the Chartered Institute for Securities and Investment by offering a technical helpline for its new Financial Planning Mentoring Scheme.

The scheme, which began in January and is free to join, is designed to give mentees, who must be members of both the CISI and its Financial Planning Forum, help and support to achieve their financial planning goals.

Life insurance, pensions and investment group Royal London has become the third firm to offer its assistance to the scheme, following on from Schroders and James Hay.

Jacqueline Lockie, head of financial planning, CISI, said: “We are so delighted to have Royal London join the CISI Financial Planning Mentoring Scheme. This not only highlights Royal London’s unreserved support for this initiative but also their willingness to assist in the growth of the financial planning profession. Royal London have dedicated staff available to support our mentors and mentees with their protection technical queries.”

Ian Smart, product architect, Royal London, said it was “great” to be involved with “such a fantastic scheme” offering help to individuals looking to achieve more in their financial services career.

He added: “At Royal London we know the importance of advice and we are delighted to be involved in helping people achieve their goals in financial planning.”

Professional Paraplanner