News & Views

Archived content. For investment professionals only.

The Paraplanner Survey - last chance to have your say!

Paraplanner Survey

5 Nov 2013

As we have settled into the new world, with greater regulation surrounding documentation and accountability, paraplanners have played an increasingly important part in supporting clients with their financial needs. Consequently, in July 2013 Panacea launched a dedicated microsite specifically for paraplanners.

This new site offers a range of articles, services and tools designed specifically to assist with a paraplanner’s day-to-day role and includes technical information and learning materials to help with their professional development.

However, one of the biggest challenges Paraplanners face is obtaining the right information and illustrations from Providers.  Therefore, Panacea is running a survey to determine what Paraplanners really want.

Following on from this, survey results will be distributed to the 41 firms that Panacea currently work with, to help them better understand your needs. 

So please take a look, complete the short survey and pass it on to your paraplanner colleagues, as we believe that this, in turn, will provide further support to the Panacea community.

Click here to access the survey

Survey closes at 5pm on Friday 29th November 2013.

Email this article Print Share on Twitter Share on LinkedIn Share on Facebook Share on Google+


Not yet registered?

Please complete this form to join our community

Select your role:
Confirm Password

Join the Panacea community

Join the Panacea community for free and recieve news, guides, whitepapers, event information, special offers and more!