The Scottish Widows Paraplanner Survey is a temperature check on the health of the paraplanning profession and an insight into the pressing issues facing paraplanners today. This issue reveals how over 400 paraplanners feel about their role; their relationships with advisers; their use of technology; the challenges and opportunities within the industry; and their aspirations for the future state of the profession.
The connected paraplanner
Discover insights from Scottish Widows’ Paraplanner Survey, highlighting the evolving role of paraplanners, their tech aspirations, and the push for...
The professional paraplanner
Explore how paraplanners are redefining their profession in Scottish Widows’ survey. Discover insights on career progression, adviser relationships, and the...
The technology-enabled paraplanner
Discover how paraplanners are driving change in financial advice through smarter tech use. Learn why better integration, AI, and user...
Challenges and opportunities
Uncover key insights from Scottish Widows’ Paraplanner Survey on industry challenges like regulation and workload, and explore opportunities in AI,...
Other key findings
Explore key findings from Scottish Widows’ Paraplanner Survey, revealing insights on platform engagement, value-added roles, tech adoption barriers, and how...
