Whether you are an adviser, a para planner, client support or run your own practice we are interested to hear your views.
• What are the key elements in the role?
• What makes the perfect Para Planner?
• What’s challenging about the role?
• How can investment providers assist more?
• What’s the future of Para Planning?
Complete this survey – it should take you only 5 to 6 minutes and we will enter you into a prize draw – courtesy of Octopus Investments – to win a Fortnum and Mason Hamper
If you have colleagues who could also take part in our research please could you pass this email to them? Many thanks