Paraplanners lean into AI to boost client outcomes

Scottish Widows research finds paraplanners increasingly utilising AI

Jenna Brown
clock • 2 min read

Paraplanners view artificial intelligence (AI) as a tool to help transform the service they offer customers by lightening their workload, Scottish Widows research has found.

The survey of 200 paraplanners revealed that 64% believe AI tools will be useful in their role – this was up from 42% a year ago. The provider also highlighted that this increased to 84% in the under-30s age bracket, "indicating greater positivity around AI in the upcoming generation of paraplanners". It said the survey results dispelled the myth that paraplanners feared AI would replace their jobs. Usage of AI also increased with 13% of paraplanners reporting the use of AI tools in their day-to-day activities, up from 10% last year. Some 57% said they were interested in using AI. ...

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