“We have been working with NS&I for many years now, and they have always been very willing to support the Chartered Institute for Securities & Investment and its members. We value our partnership as they are a respected and trusted brand, and our common objective is to improve outcomes for clients.”
Sally Plant - Head of Financial Planning, CISI
NS&I are always keen to increase engagement with advice firms and build closer ties with the industry, and one of the main ways in which we do this is through our partnerships with the key professional bodies and other organisations.
Over the years we have proudly collaborated with bodies such as the Chartered Institute for Securities & Investment (CISI), the Personal Finance Society (PFS), and the Society of Later Life Advisers (SOLLA). This has involved a range of activities, including regularly attending their events and sponsoring some of their initiatives.
We also engage with paraplanners through Professional Paraplanner events and articles, and through other various industry partners.
Another regular partnership we have is with Owen James events where we host roundtable debates on topical issues.
We also work with Matrix Capital, the advice firm who was awarded the contract to provide financial advisory services to winners of the Premium Bonds £1 million jackpot prizes.
Finally, we work regularly with the trade media including FT Adviser, Money Marketing and various other well-known titles.
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