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Paraplanning: Myths and Misconceptions – challenging outdated perceptions.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.
Welcome to the second edition of the Scottish Widows Paraplanner Survey, which takes the pulse...
Discover how frequent regulatory changes, including the removal of the Lifetime Allowance and Consumer Duty...
Explore common myths about paraplanning and discover how the role has evolved into a distinct,...
See how paraplanners feel about how the technology they use is evolving and the potential...
Three quarters of our paraplanners are under 50, with a 91% majority employed directly by...
Rob Kingsbury, editor of Professional Paraplanner, leads a panel discussion on the results of our...
