SurveyMonkey Powered Online Survey

The Panacea Paraplanner Survey 2013

One of the biggest challenges Paraplanners face is obtaining the right information and illustrations from Providers. Therefore, Panacea is running a survey to determine what Paraplanners really want.

Following on from this, survey results will be distributed to the 41 firms that Panacea currently work with, to help them better understand your needs.

So please take a look, complete the short survey and pass it on to your paraplanner colleagues, as we believe that this, in turn, will provide further support to the Panacea community.

Survey closes at 5pm on Friday 29th November 2013.

Question Title

* 1. What is the nature of the professional content you consume online? (tick all that apply)

Technical and tools update

Product information

Market and industry news

Industry debate

Tools

General commentary & opinion

Other (please state)

Question Title

* 2. How do you prefer to be kept up-to-date with information from providers and their products? (tick all that apply)

Emails from providers

Videos /web-conferences

Panacea Bento Bulletin emails

Trade publications

Events

By post

Face to face

Telephone

Other (please state)

Question Title

* 3. What type of support would you prefer to receive LESS of from providers? (tick all that apply)

Visiting provider websites directly

Emails from providers

Videos /web-conferences

Trade publications

Events

By post

Visits

Telephone

Other (please state)

Question Title

* 4. Do you find videos from technical experts:

Helpful

Not helpful

Sometimes helpful

If ‘not helpful’, please provide feedback on what would help us improve this feature

Question Title

* 5. Which are the key subject areas you would most likely to attend?

	Video	Webinar	Event
Regulatory changes	Regulatory changes Video	Regulatory changes Webinar	Regulatory changes Event
Tax planning	Tax planning Video	Tax planning Webinar	Tax planning Event
Technical and product-specific information	Technical and product-specific information Video	Technical and product-specific information Webinar	Technical and product-specific information Event
Business opportunities	Business opportunities Video	Business opportunities Webinar	Business opportunities Event
CPD/Training specific	CPD/Training specific Video	CPD/Training specific Webinar	CPD/Training specific Event

Other (please state)

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* 6. Please rate the importance of product providers offering you the following:

	Not important	Slightly important	Important	Fairly important	Very important	No opinion
Dedicated paraplanner web content	Dedicated paraplanner web content Not important	Dedicated paraplanner web content Slightly important	Dedicated paraplanner web content Important	Dedicated paraplanner web content Fairly important	Dedicated paraplanner web content Very important	Dedicated paraplanner web content No opinion
Paraplanner training support	Paraplanner training support Not important	Paraplanner training support Slightly important	Paraplanner training support Important	Paraplanner training support Fairly important	Paraplanner training support Very important	Paraplanner training support No opinion
Access to dedicated technical expertise	Access to dedicated technical expertise Not important	Access to dedicated technical expertise Slightly important	Access to dedicated technical expertise Important	Access to dedicated technical expertise Fairly important	Access to dedicated technical expertise Very important	Access to dedicated technical expertise No opinion
A single point of contact	A single point of contact Not important	A single point of contact Slightly important	A single point of contact Important	A single point of contact Fairly important	A single point of contact Very important	A single point of contact No opinion
CPD support	CPD support Not important	CPD support Slightly important	CPD support Important	CPD support Fairly important	CPD support Very important	CPD support No opinion
A platform	A platform Not important	A platform Slightly important	A platform Important	A platform Fairly important	A platform Very important	A platform No opinion

Question Title

* 7. Do you use product provider websites and dedicated CPD tools to aid your development?

Yes

No, was not aware of these

If no, please state why

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* 8. Do you find Product Provider learning tools helpful?

Yes

Have never used any

If no, please state why

Question Title

* 9. What would encourage you to register and use a provider website for the purpose of learning & development?

Calculators

Marketing guides material

Suitability reports

Previous webinars

RDR insights

Events

Case studies

Thought Leadership

Videos

Jargon buster (e.g. retirement terms, medical terms)

Product information

Other (please state)

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* 10. Please rank in order of usefulness the social media you currently use in a professional capacity? (Choose all that apply)

Twitter

Facebook

YouTube

Google +

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* 11. How often do you use social media in a professional capacity?

Every day

Weekly

Monthly

Never

Question Title

* 12. Have you used social media for any of the following - please select all of the following that apply:

Maintain / build a professional identity

Building customer / potential partner relationships

Learn about your competitor’s activities

Taking part in debates to shape the industry

Keeping up to date with legislative changes/industry news

Conducting research

Engaging with providers

Other (please state)

Question Title

* 13. Which of the following statements most closely reflects your own view of and attitude towards social media over the last 12 months?

I’ve used digital and social media much more over the last 12 months and can see the business benefits of doing so

I use digital and social media a little more than I did 12 months ago

I use digital and social media the same amount as I did 12 months ago

I use digital and social media very little and don’t see the business benefit of doing so

I never use digital and social media for business purposes

Other (please state)

Question Title

* 14. Which of the following tools offered by providers do you currently use that help you handle your business more effectively?

Comparator software tools

Pension transfer tools

Pension switching tools

Suitability reports

Calculators

Other (please state)

Question Title

* 15. Which Pensions switching Tool do you most frequently use?

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* 16. How do you conduct your research for Pensions Transfers?

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* 17. What could product providers do more of, or do better to help with suitability?

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* 18. What can product providers improve upon when providing illustrations to a paraplanner?

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* 19. Do you work in-house or are you outsourced?

In-house

Outsourced

Both

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* 20. Are you a career paraplanner or would you like to transition to become an adviser?

Career paraplanner

Unsure

I want to transition to become an adviser

Comment:

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* 21. Are you male or female?

Male

Female

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* 22. Where is your business based?

South-East

South-West

London

North-East

North-West

Midlands

Wales

Scotland

Northern Ireland

Question Title

* 23. How long have you been in the industry?

Under 5 years

5 – 10 years

11 – 20 years

21 – 30 years

30+ years

Question Title

* 1. What is the nature of the professional content you consume online? (tick all that apply)

Question Title

* 2. How do you prefer to be kept up-to-date with information from providers and their products? (tick all that apply)

Question Title

* 3. What type of support would you prefer to receive LESS of from providers? (tick all that apply)

Question Title

* 4. Do you find videos from technical experts:

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* 5. Which are the key subject areas you would most likely to attend?

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* 6. Please rate the importance of product providers offering you the following:

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* 7. Do you use product provider websites and dedicated CPD tools to aid your development?

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* 8. Do you find Product Provider learning tools helpful?

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* 9. What would encourage you to register and use a provider website for the purpose of learning & development?

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* 10. Please rank in order of usefulness the social media you currently use in a professional capacity? (Choose all that apply)

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* 11. How often do you use social media in a professional capacity?

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* 12. Have you used social media for any of the following - please select all of the following that apply:

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* 13. Which of the following statements most closely reflects your own view of and attitude towards social media over the last 12 months?

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* 14. Which of the following tools offered by providers do you currently use that help you handle your business more effectively?

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* 15. Which Pensions switching Tool do you most frequently use?

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* 16. How do you conduct your research for Pensions Transfers?

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* 17. What could product providers do more of, or do better to help with suitability?

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* 18. What can product providers improve upon when providing illustrations to a paraplanner?

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* 19. Do you work in-house or are you outsourced?

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* 20. Are you a career paraplanner or would you like to transition to become an adviser?

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* 21. Are you male or female?

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* 22. Where is your business based?

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* 23. How long have you been in the industry?

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* 24. If you do not already receive the Panacea twice-weekly Bento Email Bulletin and would like to, please add your email address here: