The Scottish Widows Paraplanner Survey offers an annual snapshot of the paraplanning profession, capturing the evolving roles, challenges, and aspirations of today’s paraplanners. Based on insights from 200 professionals, the survey explores key issues such as platform preferences, adviser collaboration, the impact of Lifetime Allowance (LTA) changes, and the effects of Consumer Duty regulations.
Findings are presented across three core themes:
Paraplanning in the Regulatory Age – how shifting rules are reshaping the role.
Paraplanning: Myths and Misconceptions – challenging outdated perceptions.
Paraplanning and Technology – exploring the complex relationship between tech and the profession.
Paraplanner survey 2024 introduction - Paraplanning redefined
Welcome to the second edition of the Scottish Widows Paraplanner Survey, which takes the pulse of the paraplanning profession and...
Paraplanning in the regulatory age
Discover how frequent regulatory changes, including the removal of the Lifetime Allowance and Consumer Duty compliance, are reshaping paraplanner workloads,...
Paraplanning: The myths and misconceptions
Explore common myths about paraplanning and discover how the role has evolved into a distinct, valued profession with unique skills,...
Paraplanning & technology: A love-hate relationship?
See how paraplanners feel about how the technology they use is evolving and the potential role of AI to make...
Paraplanner survey 2024 - research round up
Three quarters of our paraplanners are under 50, with a 91% majority employed directly by adviser firms, either full or...
Paraplanning redefined: Webinar
Rob Kingsbury, editor of Professional Paraplanner, leads a panel discussion on the results of our annual Paraplanner Survey, exploring paraplanning...
