Chartered Institute for Securities & Investment  

CISI financial planning head Lockie departs

CISI financial planning head Lockie departs

Jacqueline Lockie is set to leave the Chartered Institute for Securities & Investment after four years at the professional body. 

Ms Lockie, who is currently head of financial planning, will leave the organisation at the end of this year but intends to remain within the financial planning sector. 

During her four-year career at the professional body the number of financial planning forum members increased from 2,000 to 6,670.  

Ms Lockie said: "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. 

"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."

Christopher Morris is set to remain as deputy head of financial planning, reporting to global business development director Kevin Moore, until a replacement head of financial planning is appointed.

Mr 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."

The CISI merged with the Institute of Financial Planning in late 2015 and has since sought to boost numbers in the financial planning profession. 

In November Ms Lockie revealed plans for the CISI to increase the number of certified financial planner numbers by 40 per cent over the next four years.

One of the main tasks earmarked for 2020 was to grow existing interest in its Certified Financial Planning designation.  

rachel.mortimer@ft.com 

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