The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Podcast #146: Should Paraplanners be more formally recognised by the FCA? Research by Derek Bradley, founder and CEO of Panacea Adviser
Manage episode 516331553 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this week’s episode of IFA Talk, hosts Matt Williams and Jenny Hunter delve into one of the most hotly debated topics, the evolving role of the paraplanner and whether it’s time for formal FCA recognition.
They’re joined by Derek Bradley, founder and CEO of Panacea Adviser, to discuss the findings of Panacea’s latest industry survey: “Should Paraplanners be more formally recognised by the FCA?” The research sparked widespread discussion across the financial planning community, raising key questions about professional identity, accountability and the future shape of the advice process.
Would formal recognition help to elevate standards and professionalism, or would it simply add cost and complexity to an already heavily regulated sector? Derek shares his perspective on these issues, exploring the fine line between advisers’ and paraplanners’ responsibilities, and why outsourced and in-house paraplanners often have such contrasting views on the question of regulation.
The conversation also looks ahead to what the next decade could hold for paraplanners, from evolving qualifications to shifting expectations around accountability and client outcomes.
Listen now to hear Derek’s insights on Panacea’s latest research and what greater formal recognition could mean for paraplanners, and the advice profession as a whole.
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Share
Manage episode 516331553 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this week’s episode of IFA Talk, hosts Matt Williams and Jenny Hunter delve into one of the most hotly debated topics, the evolving role of the paraplanner and whether it’s time for formal FCA recognition.
They’re joined by Derek Bradley, founder and CEO of Panacea Adviser, to discuss the findings of Panacea’s latest industry survey: “Should Paraplanners be more formally recognised by the FCA?” The research sparked widespread discussion across the financial planning community, raising key questions about professional identity, accountability and the future shape of the advice process.
Would formal recognition help to elevate standards and professionalism, or would it simply add cost and complexity to an already heavily regulated sector? Derek shares his perspective on these issues, exploring the fine line between advisers’ and paraplanners’ responsibilities, and why outsourced and in-house paraplanners often have such contrasting views on the question of regulation.
The conversation also looks ahead to what the next decade could hold for paraplanners, from evolving qualifications to shifting expectations around accountability and client outcomes.
Listen now to hear Derek’s insights on Panacea’s latest research and what greater formal recognition could mean for paraplanners, and the advice profession as a whole.
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Similar to IFA Talk
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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