Now in its third edition, the Scottish Widows Paraplanner Survey delves into the paraplanning profession and provides an insight into the vital role that paraplanners play within the financial planning industry.
Our survey of 200 paraplanners reveals how they feel about their role, the future of the industry, the impact of regulation, and how AI is reshaping the landscape.
Findings are presented across three core themes:
- Securing the future for paraplanning.
- The modern platform landscape.
- AI and technology adoption.
The resilient paraplanner
Now in its third edition, the survey explores paraplanners adapting to workloads, regulation, and AI tools.
Securing the future for paraplanning
Theme 1 examines paraplanning’s future, focusing on confidence, generational gaps, and career opportunities.
The modern platform landscape
Theme 2 explores platform trends, highlighting efficiency, flexibility, and paraplanners’ priorities for operational success.
AI and technology adoption
Theme 3 examines technology adoption, focusing on AI integration, workflow automation, and opportunities for improved efficiency.
Other key findings
Other key findings highlight demographics, support levels, regulatory challenges, and paraplanners’ resilience amid industry change.
