Our 2024 Financial Planning Today Reader Survey for the Financial Planning profession is now open and we want your views on everything from the Consumer Duty upheaval to the value or otherwise of remote working. 

The survey will give Financial Planners, Paraplanners and Wealth Managers a unique chance to voice their views on their professions and tell us how they are doing.

As a thank you for completing the survey, we are offering entry to our Survey prize draw to win a £50 M&S gift voucher - with 5 to win.

The survey is open to Financial Planners, Paraplanners, Wealth Managers and IFAs - and professionals working in these firms.

Participants and registered readers will be able to see the results of the survey in September in the next issue of Financial Planning Today magazine.

All eligible respondents who complete the survey can enter the optional Free Prize Draw. Terms and conditions apply.

Just click the link below to start the survey.

Financial Planning Today - Reader Survey 2024 - Click Here to take part

Financial Planning editor Kevin O'Donnell said: “We want to take the pulse of the profession. We know the Consumer Duty has been a challenge for many but we want to find out what planners really think about this and other key business areas. Has the Duty been a step in the right direction or introduced more red tape?

"The Annual Financial Planning Today Survey is a great chance for Planners, Paraplanners and Wealth Managers to really tell us how they are doing and where the profession is heading. The prize draw is also an added incentive and the vouchers can be spent on anything at M&S.

"You can take part in the survey now by clicking the link above. The survey will only be open for a short term so now is the time to take part.

"This year's survey is simpler and easier to navigate and we hope many planners will join in and share their views."

• No individual data or responses will be passed to or shared with any third parties and the results will only be shared in aggregate when the survey highlights are published in Financial Planning Today magazine, with highlights on Financial Planning Today website.

• Got a question about the survey? Email: This email address is being protected from spambots. You need JavaScript enabled to view it.