Our 2023 Monetary Planning Career Survey is now open and we would like you to share your views.
The survey offers Monetary Planners, Paraplanners and Wealth Managers a novel likelihood to voice their opinions concerning the occupation and inform us how their companies are faring.
As a thanks for finishing the survey we’re providing entry to our prize draw to win a £50 M&S reward voucher – with 5 to win within the subsequent few weeks.
The survey is open to Monetary Planners, Paraplanners, Wealth Managers and IFAs – and people working in these companies – and can assist us to take the heartbeat of the occupation.
The outcomes might be revealed in an upcoming concern of Monetary Planning Immediately Journal so you possibly can see what the occupation thinks and examine the state of Monetary Planning in 2023.
All eligible respondents who full the survey can enter the non-obligatory Free Prize Draw. Phrases and circumstances apply.
Simply click on the hyperlink beneath to begin the survey.
Monetary Planning Immediately – Reader Survey 2023 – Click on Right here to participate
There are 5 x £50 vouchers to win in our prize draw and respondents can even acquire entry to the survey outcomes when they’re revealed.
Monetary Planning editor Kevin O’Donnell stated: “Our Annual Monetary Planning Survey may be very extensively learn and influential so it is an excellent likelihood for Planners, Paraplanners and Wealth Managers to inform us how they’re doing and the place the occupation is heading. The prize draw can be an added incentive and the vouchers will be spent on something at M&S.
“You’ll be able to participate within the survey now by clicking the hyperlink on this web page. The survey will solely be open for a brief time period so now’s the time to participate.”
• No particular person information or responses might be handed to any third events and the outcomes will solely be shared in combination when the survey highlights are revealed in Monetary Planning Immediately journal, with highlights on Monetary Planning Immediately web site.