The Paraplanning Online Suitability Report solution is not only unique in terms of its functionality, but it also offers unrivalled flexibility to tailor the report’s content to reflect your personal preferences and house style.<

Paraplanning Online provides an online Suitability Report and outsourced paraplanning solution for Financial Advisers

The most intuitive and easy to use Suitability Report solution for IFA's, incorporating "wizard-driven" tech

Our Suitability Reports are professionally presented, and structured in such a manner that they are easy for your clients to understand. They have a logical and consistent layout. The Introduction section “sets the scene”, fo

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Access to and use of this website (www.ppol.co.uk') (the "Website") is provided by Paraplanning Online Limited ("PPOL") and is subject to the following terms:

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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

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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

With experience as both paraplanners and advisers, the PPOL team brings together a range of complementary skills and disciplines, providing us with a fu

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Whether you are a network member or Directly Regulated, PPOL 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 PPOL Suitability Reports are regularly updated to reflect changes in taxation, legislation and compliance directives. We are also constantly enhancing the functionality of our online report writing solution to reflect the v

Paraplanning Online's outsourced paraplanning service is provided under our sister company, Alexander Rowland Associates, on a “pay as you go” basis. This means you are free to use it as often as you require to suit your individua

To write a report for free, please complete the registration form below.
This demonstration will allow you to construct a pension recommendation Suitability Report just as if you were a registered license holder; providing you wi

In terms of a web browser, we recommend Internet Explorer (version 6.0 or later) for general use. Please Note - You must use Internet Explorer to realise the full functionality of the Report Template Editor within the actual Report Writer.
To e

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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

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

Paraplanning Online provides an online Suitability Report and outsourced paraplanning solution for Financial Advisers.
Please click on the thumbnail below to view the video.