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.

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The connected paraplanner

Discover insights from Scottish Widows’ Paraplanner Survey, highlighting the evolving role of paraplanners, their tech...

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The professional paraplanner

Explore how paraplanners are redefining their profession in Scottish Widows’ survey. Discover insights on career...

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The technology-enabled paraplanner

Discover how paraplanners are driving change in financial advice through smarter tech use. Learn why...

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Challenges and opportunities

Uncover key insights from Scottish Widows’ Paraplanner Survey on industry challenges like regulation and workload,...

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Other key findings

Explore key findings from Scottish Widows’ Paraplanner Survey, revealing insights on platform engagement, value-added roles,...

Contributors

Jamie Drewett
Head of Intermediary Sales, Scottish Widows
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Scottish Widows
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