Editions

The Scottish Widows Paraplanner Survey is an annual temperature check on the paraplanning profession and an insight into the ever-evolving responsibilities and ambitions of the modern paraplanner. We surveyed 200 paraplanners, exploring the most pressing issues they’re facing right now, including their priorities when it comes to sticking to/switching from a platform; how they work with their advisers; how the recent LTA changes have been handled; and how regulatory changes such as Consumer Duty have impacted them.

In this edition of Platform Matters, we look into what advice firms really want from their platforms. Based on research with advice firm professionals, we reveal the key push & pull factors that advisers need to see to switch platforms. Our vodcast looks into the rapid growth of multi-asset investing in the light of the Consumer Duty. And, our partner content includes an article from EV on how to stress test retirement scenarios in the light of the FCA’s Retirement Income Review.

In this edition of Platform Matters, our quarterly platform newsletter, Jonathan Sandell, Head of Group Propositions at Scottish Widows, discusses how Consumer Duty has changed the nature of platform due diligence for advice firms.