Royal London offers its technical helpline for CISI Financial Planning Mentoring scheme

By Lora Benson | Mar 26, 2019


Life insurance, pensions and investment company Royal London is the third firm to give their support to the CISI’s Financial Planning Mentoring Scheme by offering its technical helpline exclusively for the scheme’s mentors and mentees.260319IanSmartRoyalLondon

The CISI’s Financial Planning Mentoring Scheme started on 1 January 2019 and those mentors leading the scheme will be highly regarded professionals possessing the globally recognised Certified Financial Planner (CFPTM) designation. 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. The scheme is free to join with a library of support and information available to all mentors. A full structure is in place to establish mentees’ goals and support them along the way to achieving them.

Jacqueline Lockie CFPTM Chartered FCSI, CISI Head of Financial Planning said: “We are so delighted to have Royal London join the CISI Financial Planning Mentoring Scheme by offering its technical helpline to support the mentors and mentees enrolled. 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 (right), 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.”

Anyone interested in joining the CISI Financial Planning Mentoring scheme either as a mentor or mentee please follow the link to apply: