Skip to content
International Adviser
  • Contact
  • Subscribe
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • Health & Protection
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Asset
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • Media
    • Video
    • Podcast
  • Directory
  • My IA
    • Events
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA

ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Royal London bolsters CISI financial planning mentoring scheme

By Robbie Lawther, 27 Mar 19

Schroders and James Hay already assist mentors and mentees with a technical helpline

Financial services company Royal London is the third firm to support the Chartered Institute for Securities & Investment’s (CISI) financial planning mentoring scheme.

It follows Schroders and James Hay in offering guidance via the scheme’s technical helpline exclusively for mentors and mentees.

Ian Smart, product architect at Royal London, said: “It’s great to get involved in such a fantastic scheme which offers help and support to individuals wishing to achieve more in their financial services career.

“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.”

The scheme, which is free to join, started on 1 January 2019.

Mentors leading the scheme are Certified Financial Planner accredited professionals, while mentees must be members of both the CISI and its financial planning forum, who are looking for help and support to achieve their professional financial planning goals.

Tags: CISI | Royal London

Share this article
Follow by Email
Facebook
fb-share-icon
X (Twitter)
Post on X
LinkedIn
Share

Related Stories

  • Asia

    Macquarie Securities to pay AU$35m fine for ‘systemic failures’

    fund

    Industry

    AJ Bell expands Gilt MPS range with new portfolio launch

  • Best Practice

    CII Middle East director: Education and qualifications a priority for boosting talent in 2026

    Ben Lester

    Industry

    Morningstar Wealth: Smaller advice firms are feeling the pressure of a demanding new year


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe

  • View site map
  • Privacy Policy
  • Terms and Conditions
  • Contact

Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.