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Here, you’ll find insights, news and information designed specifically for paraplanners, as well as tools to help you deliver the best results for your business.
Scottish Widows is delighted to support the paraplanning community by sponsoring the Paraplanners’ Assembly. Find out more about the Paraplanners’ Assembly here.
Support hub for help and guidance.
Useful suitability paragraphs for your client reports.
Our new due diligence tool and key documents.
Annual allowance and carry forward calculator.
Now in its third year, our Paraplanner Survey is an annual temperature check on the health of the paraplanning profession and an insight into the increasingly crucial role that paraplanners play within the advice value chain. We surveyed 200 paraplanners asking how are paraplanners using AI in their role? And how are they dealing with the pressure of regulatory change?
As the great wealth transfer approaches, Gen Z’s evolving financial habits and priorities are reshaping the advice landscape. For paraplanners, understanding their delayed life milestones, appetite for protection, and preference for authentic, human-led guidance is key to building strategies that resonate and secure long-term client relationships.
As parents reassess gifting risks, paraplanners are vital in building sustainable intergenerational strategies. By stress-testing plans, modeling scenarios, and ensuring tax efficiency, they help advisers safeguard wealth transfers and relationships while protecting long-term financial security amid rising uncertainty.
Paraplanners are pivotal in navigating a shifting IHT landscape. With major changes ahead, pensions must be reassessed within holistic wealth planning. Insights from the Scottish Widows Investment Confidence Barometer reveal evolving behaviours reshaping strategies—and why paraplanners ensure plans stay robust and tax-efficient.
Her Wealth Network is a professional networking group, supported by Scottish Widows, empowering women to achieve success by facilitating relationships and discussing topics that improve career opportunities for its members with an aim to optimise the gender balance across the industry.
