The Paraplanner Survey

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.

The Scottish Widows Paraplanner Survey is a temperature check on the health of the paraplanning profession and an insight into the pressing issues facing paraplanners today. This issue reveals how over 400 paraplanners feel about their role; their relationships with advisers; their use of technology; the challenges and opportunities within the industry; and their aspirations for the future state of the profession.