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December Upgrade

Upgraded Sections

The recent Structured Products (Deposit / Investment) investment strategy has been added to Investment Recommendation and Retirement Options Recommendation sections.

The Pension Review section has been generally upgraded including the addition of the Comparison of Charges & Performance features.

Coming Soon…

More developments are in the pipeline. Over the next couple of months look out for:

New features:

  • Capital Gains Tax Calculator
  • Chargeable Event Calculator (with of top slicing)
  • Retirement Income Shortfall Calculator

Each of the above will include a personalised summary report in the appendix

New Options

  • Bed & ISA

Sections to be upgraded:

  • Pension Switching

We thank you all for your support and especially for the many positive ideas that you given us – as the saying goes we couldn’t do it without you

We promise that over the next few months we will introduce even more fantastic features keeping PPOL unrivalled in its position of the leading UK suitability report writing software.

November's Upgrade

For details of last month's upgrade click here