The platform paraplanner room

As paraplanners, staying ahead of legislative and policy changes is essential – not just to support advisers, but to ensure clients’ plans remain robust and responsive. With a new government in place and sweeping reforms already underway, this article explores the key developments shaping financial planning conversations today and in the years ahead.

Recognising the unique financial challenges faced by LGBTQ+ clients is essential to building inclusive, effective financial plans. This article explores the often-overlooked vulnerabilities within the community – and how advisers with the help of paraplanners, with the right insight and support, can help close the advice and protection gap.

For paraplanners, understanding the gap between retirement expectations and financial reality is key to building resilient, client-focused plans. This article explores how lifestyle aspirations, rising costs, and unexpected spending patterns are reshaping retirement – and why careful, flexible planning is more important than ever.

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?