The Platform Paraplanner Room

Welcome to our space dedicated
totally to paraplanners!

Welcome to our space dedicated totally to paraplanners!

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.

Visit the Paraplanners' Assembly

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The new retirement landscape

Paraplanners are more than number crunchers—you’re strategic partners helping clients navigate increasingly complex life transitions. The traditional concept of retirement is rapidly evolving, and your role has never been more critical. Imagine a world where retirement isn’t a full stop, but a flexible comma—where clients are crafting hybrid lifestyles that blend work, income, and personal fulfilment in entirely new ways.

Read navigating semi-retirement

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The real wealth transfer

Imagine an opportunity where your technical expertise meets transformative social impact. By 2025, women are projected to hold the majority of UK wealth, yet they continue to face significant barriers in financial planning and investment. From the £100k pension gap to the £567bn investment divide, the paraplanner has never been more crucial in creating meaningful financial strategies.

The real wealth transfer

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Impact of delayed milestones

As paraplanners navigating today’s financial landscape, you’re witnessing firsthand how traditional life-stage planning models are being rewritten. Your clients’ financial journeys are increasingly delayed and fluid – how can you help spot opportunities to help clients acknowledge these new realities?

Impact of delayed milestones

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Paraplanner survey

The 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 What do paraplanners really think about AI?And what do they feel are the biggest myths about paraplanning?

Paraplanner survey

Webinar guides to protection essentials
for paraplanners

Jon Hall, Protection Specialist at Scottish Widows, explains why protection deserves a place in holistic financial planning, current market trends, practical tools and technology to help you research and recommend solutions. Watch the webinar now. Alternatively, listen to the podcast version.

Request a CPD certificate

Jon Hall, Protection Specialist at Scottish Widows, returns to explain why business protection is essential to ensure clients’ businesses can continue to operate smoothly if the worst happens. Watch the webinar now. Alternatively, listen to the podcast version.

Request a CPD certificate