Financial Planning Forum

Growing the Financial Planning profession

As a CISI member you are welcome to join one, or all, of our nine free Professional Forums. Forum events are conducted under the Chatham House Rule and provide the opportunity to network with like-minded professionals, listen to presentations from practitioners in the profession, engage in open discussion and share ideas and concerns in a confidential setting.

Financial Planning Forum

The Financial Planning Forum is a strong network of professionals who are practicing Financial Planners or those who have an interest in Financial Planning. Run by its own committee comprising practitioners in the field who work closely with the CISI on the overall financial planning strategy, plan forthcoming events, identify areas of interest and source speakers. The forum events – run under Chatham House Rule – provide the opportunity to network with colleagues, listen to Financial Planning focused presentations, engage in open discussion, receive relevant information from us to assist your day to day activities and finally to share ideas and challenges in a confidential setting. The Forum aims to run at least six London based events a year as well as championing all things Financial Planning to wider general public audience including national campaigns such as Financial Planning week. This Forum is open to all CISI members - Chartered members, FCSI, MCSI, ACSI and Affiliate members.

Forum benefits

  • CISI members with all levels of experience and seniority are welcome
  • Speakers are leading professional specialists
  • Programmes are designed to meet the specific needs of the membership
  • Engagement counts towards your annual CPD target, as attendance hours are automatically logged if you use the CISI CPD Scheme
  • Light lunch included and an opportunity to network with like-minded professionals


Members of the Financial Planning Professional Forum can also join the CISI LinkedIn group where you can read, comment and talk to us via this interactive online platform. We always like to hear your views, and to understand where we might assist you with your professional development.

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Opportunities to get involved

Would you like to get involved in the Financial Planning events or programme? We have a number of opportunities for individuals to volunteer to contribute to the various activities we run during the year please contact to find out how you can give back.

IFP Forum News

  • NS&I launches new phone services for financial advisers

    Mar 05, 2018
    NS&I has now launched new services for financial advice firms via its Adviser Helpline (0800 092 1228). For the first time, firms will have access to information on their clients’ NS&I holdings via the phone. This will significantly speed up the process of working with NS&I.
    Full story
  • Puma offers 1% VCT discount, as VCTs remain valuable for businesses and investors following regulatory change.

    Mar 02, 2018
    Discover why the changes that were announced in the November Budget have proved positive for VCTs, as they remain a valuable source of funding for businesses, and retain their attractions for investors. Plus find out how you can receive a 1% discount off Puma’s latest limited-life VCT offering
    Full story
  • You Are Your Habits

    Feb 09, 2018
    If you’re still striving for the success you believe is possible for you, then you might have felt some frustration at times. You might even be feeling it right now.
    Full story
  • Feeling positive can have negative consequences

    Feb 09, 2018
    ‘Optimism bias’ is a behavioural trait that helps us cope with life’s ups and downs. It’s a positive influence, but does it have any place in retirement planning? The truth is it can lead to a number of unintended consequences – most of which are undesirable.
    Full story
  • Government changes to auto enrolment

    Feb 09, 2018
    Proposals to change the way auto enrolment works have been published by the Department for Work and Pensions. A review group looked at auto enrolment to examine whether it’s working properly and whether it could be adjusted to get more low earners saving more into pensions. We look at what the main results of the review could mean for auto enrolment schemes.
    Full story
  • Don’t react to change, prepare for it

    Dec 18, 2017
    Noel Butwell, Distribution Director at Standard Life, discusses the ways in which businesses can optimise their processes to help meet future challenges.
    Full story

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