Paraplanning - Home

Adviser Home Launch

17/10/2011

Adviser Home launch a new service aimed at helping advisers run, develop and market their business. It also has a useful " what's on" service. Have a look at www.adviserhome.com

New Tax Year Updates

05/04/2011

The PPOL suitability report builder has been updated to reflect changes in legislation and taxation for the 2011 /12 tax year

Finance Bill 2011 Updates

10/12/2010

The PPOL suitability report writer has been updated to reflect the pension announcements made by the Treasury as part of the consultation process for the Finance Bill 2011

Emergency Budget Updates

22/06/2010

The PPOL suitability report writer has been updated to reflect changes announced in the 2010 Emergency Budget

Wrap Section Added and Other Updates

16/08/2010

A comprehensive & standalone Wrap Recommendation Section is added, and other updates applied to the PPOL solution

April 2010 Budget & Tax Year Updates

24/03/2010

More updates and upgrades applied

Response to FSA Report on pension switching

30/01/2010

Are you confident that your Suitability Reports would stand up to the scrutiny of the FSA's Report on pension switching?

February 2010 Updates & Upgrades

01/02/2010

More updates and upgrades applied

Refer-an-Adviser Reward Scheme

01/02/2010

£50 M&S Vouchers and a month's free access for every referral