How are paraplanners feeling about things 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 and join us online at 1pm on 25 September 2024 when Craig Spittal of Scottish Widows, will reveal the findings of Scottish Widows’ latest annual survey of paraplanners in the UK.
Craig and host, Richard Allum, will be joined by paraplanners Ceetal Katechia of PSA Financial Services and Sarah Lees of Forvis Mazars to discuss findings that are so fresh off the press, we can only give you a flavour of what we expect to cover during this lunch-hour Assembly. And they are:
- the changing demographics of the UK’s paraplanning population
- the most common misconceptions about paraplanning as a career
- what challenges are adding the most weight to paraplanners’ workloads
- how your paraplanning peers are feeling about role of technology – including AI
- how regulatory change – such as The Consumer Duty – is affecting the day job
- what paraplanners think about potential change in future e.g. an independent pensions policy body
Because it’s an Assembly, we’d love to hear what you’re thinking and feeling about the issues that crop up. So we’ll have lots of polls for you to vote in plus there will be lots of chance to contribute to the conversation in the chat.
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. And a dedicated survey only for paraplanners and all about what matters to paraplanning? Unthinkable.
So this online Assembly, packed with findings from original research commissioned and conducted among 200 paraplanners by Scottish Widows, won’t just offer a really clear snapshot of how paraplanners are feeling about the world of advice today. It 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.
Want to take part in the conversation? Then book your spot now.
