If you want to know what's on the minds of other paraplanners, then this is definitely the Assembly for you.

That’s because Scottish Widows's Craig Spittal joined host, Richard Allum, and guest Alison Neale of Principle Paraplanning, to exclusively reveal key findings of this year's Scottish Widows' Paraplanner Survey ahead of it's formal publication in November 2025.

Original insights on the big issues

During this recording of a lunch-hour online Assembly, Craig shares findings from a sample of 200 paraplanners who completed the third annual survey of paraplanners. Topics covered include:

• Job satisfaction – Do your paraplanning peers feel supported in their current role? And how eager are they to gain greater recognition and influence, and clarity over possible career paths? How high is confidence in the profession overall – and is it the same for everyone at every age?
• Platforms and due diligence – How many platforms do paraplanners use day to day? And what are the issues that grind paraplanners gears? Tune in to hear Alison, Craig and Richard’s thoughts.
• AI and tech – Is the desire for automation matched by tech adoption in paraplanners firms? Or are things moving far slower than the hype suggests? What - if anything - is holding paraplanners back from AI adoption? And how convinced is the community by the promise of AI? Does the carrot of greater efficiency dilute concerns about accuracy and data security?

What can you expect to take away?

Listen and you’ll hear practical insights, honest reflections, and a clear idea of where paraplanners like you think our profession is heading.

So tuck in to a helping of hot-of-the-press original research and take this chance to reflect on the attitudes and trends that are influencing paraplanning today.

Useful links

Make sure to grab your CPD certificate for watching or listening to this Assembly by visiting the link below. You can also download the slides that Craig shared during this Assembly.

CPD: Request your certificate

Download: Craig's slides (opens PDF in new tab)

Watch the Replay at Crowdcast (with Chat)

Listen to the podcast episode

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