Our 2023 Monetary Planning Occupation Survey is now open and we would like you to share your views.
The survey provides Monetary Planners, Paraplanners and Wealth Managers a novel likelihood to voice their opinions in regards to 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 present 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 heart beat of the occupation.
The outcomes will probably be printed in an upcoming concern of Monetary Planning Right now Journal so you may see what the occupation thinks and verify the state of Monetary Planning in 2023.
All eligible respondents who full the survey can enter the non-compulsory Free Prize Draw. Phrases and circumstances apply.
Simply click on the hyperlink beneath to start out the survey.
There are 5 x £50 vouchers to win in our prize draw and respondents will even achieve entry to the survey outcomes when they’re printed.
Monetary Planning editor Kevin O’Donnell stated: “Our Annual Monetary Planning Survey may be very extensively learn and influential so it is a fantastic 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 also be an added incentive and the vouchers may be spent on something at M&S.
“You possibly can 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 could be the time to participate.”
• No particular person information or responses will probably be handed to any third events and the outcomes will solely be shared in combination when the survey highlights are printed in Monetary Planning Right now journal, with highlights on Monetary Planning Right now web site.
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