paraplanning online
 
  • why choose ppol?

    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

  • home

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

  • Purchase License

    To proceed with the purchase of a license please enter your details below and confirm your acceptance of the Terms and Conditions.

  • Terms of Use

    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:

  • help

    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

  • suitability report builder

    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

  • about us

    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

  • Terms & Conditions

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

  • Privacy Policy

    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

  • outsourced paraplanning service

    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

  • products & services

  • video tutorials

    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

  • purchase a licence

  • support

  • individual account

    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

  • Write a report for free X

    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.

  • our clients

    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.....

  • company account

    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

  • group account

    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

  • minimum specification

    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

  • contact us

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

  • PPOLcalcs

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

  • Integrations

    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

  • What happens next

    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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    We could not find the page you are looking for.

  • 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 to the PPOL report writing software usin

  • Other Sections

    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

  • PPOL Media

    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

  • Sign Up Completed

    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

  • Sign Up Complete

    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

  • PPOL Media2

    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

  • Contact Sarah

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

  • Contact Eddie

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

  • Contact Larry

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

  • Contact Roger & Glyn

    Please enter your details and brief requirements and Roger & Glyn will be in touch shortly.

  • Contact Sarah R

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

  • Contact Tracey

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

  • Tenet Teams Up with PPOL

    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

  • test

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

  • test content

  • test blank

  • Test list

  • Test enquiry

  • Test links

  • Test resources

  • Test site map

  • Test demo

  • Contact Rebecca

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

  • Quick Reference Guide

    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

  • Contact Sarah C

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

  • PPOL has evolved

    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

  • FCA Positive Compliance Seminar 2014

    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

  • Demo Request

    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

  • Contact David

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

  • Calc Signup

    Subscribe to PPOL's Financial Calculators

  • Calc Feedback

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

  • Calculators

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

  • Help CFP

    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

  • Projected Benefits Comparison Calculator

    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/

  • Fact Sheets

    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.

  • Contact Jonathan

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

  • Fact Finds Demo Request

    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

  • Fact Finds

    The all new PPOL Fact Finds key features:

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

  • Intelliflo Integration Request

  • DB Pension Transfer Request

  • SuperFlexi Hybrid Drawdown Annuity Request

  • Contact Kate

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