How are other paraplanners feeling at the moment? About regulatory change? About day-to-day pressures and workload? About emerging technology and its influence on advice? About perception of paraplanning as a profession and career?
Upbeat? Pretty neutral? A bit meh?
Well wonder no more as Craig Spittal of Scottish Widows reveals the findings of Scottish Widows’ latest annual survey of paraplanners in the UK.
Craig and host, Richard Allum, are joined by paraplanners Ceetal Katechia of PSA Financial Services and Sarah Lees of Forvis Mazars to discuss findings that fresh off the press. In this lunch-hour Assembly conversation covered
For a long time, paraplanners (and paraplanning) were lucky if they received even a passing mention in the conclusions of surveys of advice professionals in the UK.
So this online Assembly – packed with findings from original research commissioned and conducted only among paraplanners – doesn’t just offer a really clear snapshot of how paraplanners are feeling about the world of advice today, it also offers us all a chance to reflect on what’s affecting our profession and help focus our minds on how we’d like to shape our profession in the future.
Useful links
The team at Scottish Widows has created a mini-site to support this event where you can take a quick quiz to receive a CPD certificate for your records. To grab your CPD, follow the link below.
Read the report: 'Paraplanning redefined'
Craig's slides: Paraplanning redefined (opens PDF)
Hosted on Acast. See acast.com/privacy for more information.
