James Hay supports new CISI Financial Planning Mentoring Scheme by offering technical helpline for mentees and mentors

By Lora Benson | Feb 11, 2019



James Hay is supporting the CISI’s Financial Planning Mentoring Scheme by offering its technical pensions helpline for the scheme mentees and mentors. 

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 very pleased to have a second significant technical support helpline for our mentors and mentees kindly offered by James Hay.  It is a clear signal that James Hay wholeheartedly backs this initiative to help us support and grow the financial planning profession for the public benefit. James Hay has a team of highly valued technical specialists who will offer members of the scheme access to its extensive pensions, tax and trust legislation knowledge.”

Head of Technical Support at James Hay, Neil MacGillivray, said on supporting the scheme: “We all have a part to play in ensuring that the financial planning industry continues to flourish, so we are delighted to be able to provide direct support to the CISI community.”

Anyone interested in joining the CISI Financial Planning Mentoring scheme either as a mentor or mentee please follow the link to apply: https://www.cisi.org/cisiweb2/cisi-website/about-us/press/2018/09/24/cisi-financial-planning-mentoring-scheme