The UK’s talent infrastructure
PlannerPath is building applied talent infrastructure for UK financial planning, beginning with paraplanning. We help learners practise realistic work, institutions evidence applied capability and firms see clearer developmental signals.
Inside the platform
Six competency domains, each scored on completed case work, and a PlannerPath Competency Index that stays hidden until there is enough evidence behind it to mean something.
Evidence-led simulations that help learners prove practical ability.
Clearer signals for employers, institutions and career teams.
Structured pathways from foundational knowledge to job readiness.
The talent gap
Paraplanners are the technical professionals who carry out the research, analysis and written planning that supports financial advice. Firms need them – but students cannot gain experience without a job, or get a job without experience. PlannerPath breaks that loop.
estimated UK wealth-management addressable market — £3.5tn invested assets, £2.1tn cash savings
of 100 UK financial advisers and planners surveyed in 2024 said they planned to retire within five years
Different roles within one profession. Shared skills underneath them all. PlannerPath lets you practise and prove those skills – starting with paraplanning, the technical foundation of financial advice.
What we build on
Paraplanning is a serious career most graduates have never heard of. Everything here exists to make that career visible and legible — not to be another edtech product.
A shared competency index only means something if it’s rigorous. That’s why the PCI is readiness-gated, evidence-weighted, and built to resist gaming rather than simplified for optics.
The talent gap won’t close on CV-writing workshops alone. It closes when students who’d never get a foot in the door can prove their ability directly.
We’d rather ship a slower, honest platform than a fast one that inflates scores or overstates where we are. Trust, once spent, is the hardest thing to rebuild.
How PlannerPath works
The PlannerPath Competency Index
Most assessment platforms ask you to trust a black box. The PCI publishes its core principles — how readiness gating works, how evidence is weighted, why a single lucky attempt can’t inflate a score — so candidates, firms and institutions can understand what a number is based on.
Every score starts conservative and moves toward a candidate’s real, weighted average as evidence builds — so one good day can’t produce a 90, and one bad day can’t destroy a strong record. Capped at 99, because nobody is finished learning.
The exact formula and constants aren’t published. That’s deliberate, not evasive — it protects the integrity of a score real firms and universities rely on from being reverse-engineered or gamed.
Who it’s for
Discover a financial-planning career many graduates have never been shown. Build a structured competency record through realistic simulations, and where appropriate, be considered for curated employer introductions.
Explore the simulations →See how candidates think before you hire. Receive curated referrals with full benchmark reports, and reduce the cost and uncertainty of unsuitable hiring.
See how it works for firms →Give finance students a live, evidenced route into a growing profession. Cohort analytics show exactly where your students stand — and where employers are looking.
Partner with us →Continuously upskill and stay ahead of AI-driven change in financial planning. Paraplanners already in practice use PlannerPath to fill competency gaps, track development, and maintain a live professional profile.
Explore the simulations →Social impact
The UK’s wealth planning industry faces a structural talent crisis — thousands of new professionals will be needed to replace a retiring workforce over the next decade, while the large majority of finance graduates remain unaware paraplanning exists as a career at all. Talented people are shut out simply through financial constraints, geography, or a lack of awareness.
PlannerPath’s two social impact programmes — the Impact Fund and Foundations — exist to make sure access to this profession is determined by ability, not circumstance. Together, they’re the social infrastructure layer underneath everything else we build.
of Impact Fund proceeds are directed to students — administrative costs are deliberately minimised.
Built to be trusted
No PCI is shown until a candidate has completed three simulations in every domain. Nothing is awarded early.
Retaking a simulation replaces your score — it never cherry-picks your best. A cooldown prevents instant retries.
Every simulation is reviewed task-by-task against current UK regulation — real allowances, real rules — before publication.
The competency framework is developed with reference to UK financial-planning and paraplanning professional standards.
Launching in 2026
We’re working directly with a first group of firms and universities shaping the platform with us. If measuring paraplanning talent properly matters to you, we’d like to talk.
No open sign-up funnel. Every conversation is with a person.
