Description

How are other paraplanners feeling about the state of advice in the UK these days? What do they really think about working with advisers? The adoption of technology? How about regulation and The Consumer Duty?

The Lang Cat’s Steve Nelson joined us to reveal insights gathered from paraplanners who responded to the research and communications consultancy’s annual State of the Advice Nation survey of advice professionals.

Despite being in its sixth year, this is the first time that The Lang Cat has cut the survey’s data to reveal paraplanners’ perspectives.

And to explore what the study tells us, Steve and Assembly host, Richard Allum, was joined by two leading outsourced and in-house paraplanners – Alan Gow of Argonaut Paraplanning and Jackie Manning from Evelyn Partners. 

Together they asked what this year’s results reveal. The conversation:

• revealed a surprising finding (to The Lang Cat team, at least) about clarity of communication between advisers and paraplanners 
• reflected on how the attitudes and sentiment towards some of the biggest issues in the sector are more aligned with the rest of the profession than you might expect; and
• explored attitudes towards technology – and AI in particular.

In a confessional post at The Lang Cat’s site back in November, Steve admitted that he’d wished he’d explored paraplanners’ perspectives a while back. 

Well now he has.

Useful links

You can download Steve’s slides here 👉 https://bit.ly/3Td4dSU (opens a PDF)

To take part in The Lang Cat’s research panel visit 👉 https://bit.ly/4bVcodW, scroll down and add your details ✍ in the ‘Take part’ box that looms into view

Once you've listened to the podcast, if you'd like a record for your CPD, help yourself here 👉 https://bit.ly/49yqv7i

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