The Paraplanning Online Suitability Report Builder is not only incredibly easy to use, but it also offers unrivalled flexibility to tailor the report’s content to reflect your personal preferences and house style.
Un

Why PPOL?
The most intelligent & easy to use suitability report writer. More »
Why PPOLcalcs?
A sophisticated suite of cashflow modelling and financ

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Here are answers to some frequently asked questions (FAQs).
If you can't find the answer you need drop an email with details to:   support@ppol.co.uk
or just give us a call on:    01888

Overview
Paraplanning Online provide the most advanced, yet easy to use web-based suitability report writing solution. PPOL uses ‘wizard’ technology guiding the user through an intelligent question and answer session that res

Paraplanning Online (PPOL) provides an online suitability report and outsourced paraplanning solution for financial advisers.
With experience of both paraplannning and advising, the PPOL team brings together a range of complementary skills and

Paraplanning Online Terms and Conditions
BETWEEN:
(1)           SUBSCRIBER
and
(2)   &nbs

PARAPLANING ONLINE LIMITED ("PPOL") : PRIVACY POLICY
PPOL is committed to ensuring that your privacy is protected. This Privacy Policy explains how we collect and use any Personal Information you provide to us, and how we safeg

Paraplanning Online work closely with many freelance paraplanning services. Below are a selection of recommended companies who can provide a flexible and professional service to meet your personal requirements. None of the firms insist on a monthly ret

If you are new to the Paraplanning Online Suitability Report writing solution, our video tutorials are a great way to get started. They are best watched in the order they are listed, and it is recommended that you watch all of the videos before attempt

The comprehensive solution for a single user
An Individual Account is designed for use by a single adviser practice – however it offers the complete range of PPOL features an

Just enter a few details below and take a couple of minutes to test drive the PPOL report builder and write a suitability report for free.

Whether you are a network member or Directly Regulated, Paraplanning Online offers the most intuitive and easy to use suitability report writing solution on the market. But don’t just take our word for it.....

The controlled solution for multiple users within an advisory practice
A Company Account is designed for use by several users within a single practice. A single master user has acc

The managed solution for multiple companies or a network of individuals
A Group Account is ideal for related companies or individual users within a group or network. Cent

Any modern browser may be used to create reports and manage your account including:

Chrome (Windows PC & Android tablet)
Firefox (Windows PC & Android tablet)
Microsoft Edge (Windows PC)
Safari (Appl

phone:        01888 411188email:          info@ppol.co.uk

New website dedicated to Cashflow Modelling and Financial Calculators is at PPOLcalcs.co.uk

PPOL has optional integrations with Intelliflo Office, Iress Xplan and Plannr CRM back office systems.
Import investment, pension, asset etc etc data to support Suitability Report Rec

Taking Ownership
You have been presented with the option to “take ownership” of this license for one of two reasons – Either you have been timed out due to a lack of activity, or someone is already logged on t

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You have been presented with the option to “take ownership” of this license for one of two reasons – Either you have been timed out due to a lack of activity, or someone is already logged on to the PPOL report writing software usin

The Paraplanning Online suitability report solution is constantly updated to reflect changes in taxation, legislation and compliance directives. However, we are conscious that there are a few of the less commonplace areas of financial planning and

It takes less than eight minutes to write a pension switching suitability report using Paraplanning Online's intelligent Suitability Report Builder. Please click play to view the demonstration video.
You can also view an example pensi

Thank you for signing up to Paraplanning Online. One of Customer Services Team will contact you shortly to discuss your requirements and the setting up of your account in more detail.
Should you have any questions in the meantime please do not

Thank you for signing up to Paraplanning Online. You will shortly receive an email confirming your account has been activated.
Should you have any questions in the meantime please do not hesitate to contact our Customer Services Team on 01888 4

The following video demonstrates how you could write an investment recommendation suitability report in under 10 minutes utilising Paraplanning Online’s suitability report building solution.
You can also view an example investment re

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Paraplanning Online has been selected by Tenet as the suitability report writing software of choice. PPOL are happy to discuss and illustrate what the software can do for you and your company but as a quick snapshot the following illustrates some of th

linkTenet Teams Up with PPOL 
 
link test
 
link to video SimplyBiz<

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Quick reference guide to the comprehensive solution
The table below provides a quick reference guide to the areas of financial planning and products covered by the sections of the

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Investment Proposition Recommendation
The FSA/FCA over the past three years highlighted and scrutinised within their thematic reviews the failure of firms to confirm the Investment Proposition recommended. In response PPOL cre

Hello Everyone.
PPOL have recently attended the FCA’s Positive Compliance Seminar in Edinburgh, their first for 2014, and would like to share our thoughts.
Disclosure & Charges
We will start wit

Request an online one-to-one demo of PPOL's Smarter Suitability Report Builder.
The demo will be arranged at a mutually convenient time and can be tailored to the type of business that you do. It will be via an online Teams mee

Please enter your details and brief requirements and David will be in touch shortly.

Subscribe to PPOL's Financial Calculators

Please let us have your suggestions and feedback and we will see what we can do.
 

Existing PPOL users subscribe to the calculators here.
Visit our new dedicated website at PPOLcalc

Getting Started
Numbers - Just use NUMBERS! Don't insert commas or words or £ or % or other symbols else the sums won't work. You can have a decimal point however.
Where there are orange + o

PPOLcalcs New Calculator
Compares projected fund values of current pension scheme(s) against a proposed scheme.

Selectable Assumed Growth Rates
Show values in Today’s Money and/

How to add Fact Sheets to your Funds and Portfolios so that they can be automatically included in the Appendix of your report when recommending them.
Download the step-by-step guide below.

Please enter your details and brief requirements and Jonathan will be in touch shortly.

Request a one-to-one demo of the new PPOL Fact Finds.
The demo will be arranged at a mutually convenient time. It will be via a Webex on a one-to-one basis (or to a small group of colleagues) and you can ask questions throughou

The all new PPOL Fact Finds key features:

Hard Facts - incomes, investments etc
Soft Facts - freeflow text and Q & As
Customisable - tailor to su

Please enter your details and brief requirements and Kate will be in touch shortly.