November Upgrade
PPOL - The Smarter Suitability® Report Builder
We are currently reviewing the wording created in all types of reports. On the back of discussions with compliance departments and the FCA’s recent directives. The following sections have been rewritten:
- Introduction wording
- All Investment & Pension Financial Product Notes
- All Pension Technical Notes
- All Investment & Pension Risk Warnings
- All Retirement Planning Financial Product & Technical Notes
To download a newly revamped pension report click here
Brand New Pension Recommendation Section
The wizard has been redesigned to be quicker and more intuitive.
Additional pension types:
- Workplace Pensions
- SSAS pensions
- Retirement Annuity Trust (for Guernsey residents only)
Additional investment strategies:
- Structured Products (Deposit / Investment)
- Workplace Target Date Funds
- Commercial Land & Property (SASS & SIPP)
To download a new SIPP report with investment in property click here
Comparison of Charges & Performance
Add a comparison of charges & comparison of fund performance when reviewing an investment or recommending a transfer or reinvestment. The sections now also allow new charges to be included reflecting any applicable fees.
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
Sections to be upgraded:
- Pension Switching
- Pension Review
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.