Paraplanner Survey Report 2023: The Connected Paraplanner -

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In this edition

Introduction

The technology-enabled paraplanner

Jonathan Sandell

Theme 3

Other key findings

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Platform Matters Cover October 2024 – Young bearded male financial adviser with a dark blue tie and white shirt chatting with client and using a laptop and tablet showing graphs and charts

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© 2024 Scottish Widows Platform is a trading name of Embark Investment Services Limited, a company incorporated in England and Wales (company number 09955930) with its registered office at 33 Old Broad Street, London, EC2N 1HZ. Embark Investment Services Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 737356).

Professional Advisers only

In this edition

The Connected Paraplanner

The professional paraplanner

The technology-enabled paraplanner

Challenges and opportunities

Other key findings

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