Platform Matters
Platform Matters

Platform Matters is our quarterly platform newsletter, featuring the latest insights and opinions on platforms and investing.

PARAPLANNING REDEFINED
Paraplanner Survey
PARAPLANNING REDEFINED

What do paraplanners really think about AI? And what do they feel are the most frustrating misconceptions about paraplanning? Find out in the Scottish Widows Paraplanner Survey, which provides an insight into the crucial role that paraplanners play in the advice value chain.

Investor Confidence Barometer
Platform Matters
PARAPLANNING REDEFINED

Meet our contributors

Ross headshot Ross Easton
Head of Platform Propositions, Scottish Widows
Jamie Drewett Jamie Drewett
Head of Intermediary Sales
Scottish Widows
Jackie Leiper Jackie Leiper
Managing Director, Pensions, Share Dealing & Distribution, Scottish Widows and CEO, Embark Group
Barry MacLennan Barry MacLennan
CEO
Embark Investments
Carol-Anne headshot Carol-Anne Mitchell
Intermediary Distribution Senior Manager, Scottish Widows
Jonathan Sandell
Group Head of Propositions
Scottish Widows