The Platform Paraplanner Room

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.

NEW: 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?

Read the report

HOW YOU CAN IDENTIFY VULNERABLE CUSTOMERS

Paraplanners are on the front line when it comes to protecting vulnerable customers. We’ve put together a best practice, refresher guide on how to identify and best help vulnerable individuals, through your day-to-day customer interactions.

Read the article

INTERVIEW WITH SAM PATTERSON PART 3

In our final instalment in a series of three interviews with Sam (a consultant and Head of Mentoring at the Paraplanner Club), we explore the different ways in which paraplanners can develop their career, what support is available, and how to balance CPD, professional qualifications and daily work.

Read the interview

Young man with beard and a white shirt discusses finances on a laptop with an older man with grey hair and blue shirt

HOW SOON IS NOW?

Our senior generation is living longer. Our younger generation faces a severe cost-of-living crisis. Now could be the time to discuss pre-inheritance wealth transfers… and here’s why your clients might agree.

Read now

Proud Headline Sponsor of Professional Paraplanner Awards 2023 & 2024

EVENTS SCHEDULE

Discover us at events we are participating in:

Paraplanners’ Assembly Webinar | 25 September 1pm | Revealed: the results of the Scottish Widows’ annual survey of UK paraplanners
Craig Spittal, Scottish Widows
Join Craig to hear the headline results of the annual paraplanner survey and discuss the themes with a couple of paraplanners.
Catch up on the recording

ECONOMIC AND MARKET NEWS

A monthly digest.

Read the latest summary

RECOMMENDATION TOOL

Useful suitability paragraphs for your client reports.

Make a recommendation

DUE DILIGENCE

Due Diligence guides and key docs.

CALCULATOR

Annual allowance and carry forward calculator.

Download now

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