Campbell Edgar CFPTM Chartered FCSI will be retiring in October and will be replaced by his current deputy Jacqueline Lockie CFPTM Chartered FCSI.
Christopher Morris, currently working with the CISI business development team, replaces Ms Lockie as deputy head of Financial Planning but in a full time capacity. She was part time.
Mr Edgar, a former IFP President, joined the CISI in May 2016, along with Ms Lockie.
Pictured below: Jacqueline Lockie and Campbell Edgar
He said: “I am delighted to have been involved in the important transition of our Fiinancial Planning membership from the IFP to the CISI. It has been a privilege to lead the CISI financial planning team and their energy and dedication to the profession is second to none.
“I was retired when I got the call to work with the CISI and I will continue to be involved in specific projects – but I will also have the time to pursue my interests outside of Financial Planning.”
He will continue to be involved in some CISI Financial Planning technical projects.
Kevin Moore MCSI CISI Director of Global Business Development said: “Campbell has provided outstanding leadership and expertise to the CISI financial planning team and we will ensure that we continue to work with and learn from him. His work with our membership has been inspirational and we will, in particular, miss his professionalism and sense of humour.
“Following the retirement of Campbell from his part-time CISI role, we are pleased to be committing extra resources to Financial Planning with the full time appointment of Christopher Morris.”