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 concerning the career and inform us how their corporations 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 corporations – and can assist us to take the heartbeat of the career.

The outcomes will likely be revealed in an upcoming concern of Monetary Planning At present Journal so you may see what the career thinks and verify the state of Monetary Planning in 2023.

All eligible respondents who full the survey can enter the optionally available Free Prize Draw. Phrases and circumstances apply.

Simply click on the hyperlink under to begin the survey.

Monetary Planning At present – Reader Survey 2023 – Click on Right here to participate

There are 5 x £50 vouchers to win in our prize draw and respondents may also acquire entry to the survey outcomes when they’re revealed.  

Monetary Planning editor Kevin O’Donnell stated: “Our Annual Monetary Planning Survey could be very broadly 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 career is heading. The prize draw can also be an added incentive and the vouchers will 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 knowledge or responses will likely be handed to any third events and the outcomes will solely be shared in combination when the survey highlights are revealed in Monetary Planning At present journal, with highlights on Monetary Planning At present web site.