In this webinar we discuss the results of recent in-depth survey into the paraplanning market undertaken by Research in Finance, the publisher of Professional Paraplanner, on behalf of Scottish Widows Platform.
The report – Paraplanning Redefined -can be found HERE>
There are three key themes taken from the report that form the basis of the discussion:
1. Paraplanning in the regulatory age
2. Paraplanning: the myths and misconceptions
3. Paraplanning & technology
The webinar was chaired by Professional Paraplanner editor Rob Kingsbury and the panel consisted of:
Craig Spittal, Strategic Account Manager, Scottish Widows
Peter Rhoden, Paraplanning Manager at The Verve Group
Luke Sparkes, Head of Technical Paraplanning, at In Partnership Financial Advisers
The survey took place in the summer of 2024.
