Schroders and JUST confirmed as CISI Gold Supporters

By Lora Benson | Jul 09, 2019



The Chartered Institute for Securities & Investment (CISI) is delighted to welcome both Schroders and JUST as Gold Corporate Supporters.

As CISI Gold Supporters Schroders and JUST are demonstrating their leadership in quality, integrity and competence, committing to supporting success in CISI qualifications and fostering a culture of professional development for employees.090719FINALbranding (002)

As Gold Supporters both Schroders and JUST are also demonstrating their dedication to building and developing the financial planning profession by partnering with the CISI in the UK on its flagship annual Financial Planning and Paraplanning programmes. This includes the CISI annual consumer focused campaign Financial Planning Week and regional events for the year.

Global asset manager Schroders manages investments on behalf of its clients in 32 countries across Europe, the Americas, Asia, Middle East and Africa. Schroders is a supporter of CISI’s Financial Planning Mentoring scheme and has been offering an exclusive helpline for scheme mentees and mentors since January 2019.

JUST is a leading and established provider of retirement income products and services to individual and corporate clients. It recently launched the Older and Vulnerable Consumer Care Training Tool, an important free resource for advisers at a time when the issue of vulnerable customers is rising up the Financial Conduct Authority’s agenda.

The CISI Financial Planning Conference 2019 is being held at the Hilton Birmingham Metropole Hotel 30 September – 1 October and includes two full days of CPD, with inspiring speakers from across the globe, dedicated streams and a black-tie awards dinner.

Jacqueline Lockie, CFP™ Chartered FCSI, CISI’s Head of Financial Planning said: “We are thrilled to have the support of both Schroders and JUST as CISI Financial Planning Gold Supporters.  Both are leaders in their sectors and do a huge amount to support the growth of the UK financial planning community. It is particularly exciting to have them involved this year as we launch our new CFPTM study pathway, the world’s leading global financial planning credential.”

Schroders Head of UK Intermediary Business, Phil Middleton said: “We believe the CISI plays an instrumental role in UK financial planning – both in the education of the community and their professional development. We are very pleased to be able to support this through the key learning initiatives driven by the CISI.”

Martin Lines, Business Development Director at JUST Group said: “We are delighted to be working with the CISI and its membership to promote excellence in financial planning. With the CISI we will support financial planners to develop and propel the profession forward for the ultimate benefit of the consumer.”

The CISI is the UK licence holder for the CERTIFIED FINANCIAL PLANNERTM (CFPTM) designation. The CFPTM licence, renewable annually, demonstrates that the holder has attained the pinnacle of professionalism. Part of a global community of 181,360, the UK CFPTM professional supports consumers on their personal finance journey, from any stage of life. The CFPTM designation is unique in creating the Six Steps of Financial Planning which examines each person as an individual and is a holistic approach to supporting consumers on their money life journey.

Those interested in becoming a CISI Corporate Supporter should contact