PPOL Docs - Other Recommendation 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 products which aren’t as yet covered directly via the PPOL "wizards".

To ensure you can continue to provide your clients with a consistent and professional report when advising on one of these areas, we have created a library of standalone recommendation section templates in Word for use in conjunction with the PPOL solution.

The templates can be downloaded and inserted into the body of any PPOL suitability report once it has been downloaded from the PPOL website to Word. Simply follow the detailed guidance notes included and edit the template wording to reflect your individual preferences and requirements.

These templates will form the basis of the report sections to be developed and uploaded to the PPOL solution by our Development Team. In this sense they are still work-in-progress. As such, we would actively encourage you to email any feedback or suggested improvements to ed.evans@ppol.co.uk

Date	Document Title	File Type
08/09/2011	Review of Drawdown Pension	Microsoft Word
08/09/2011	Review of Phased Drawdown Pension Recommendation	Microsoft Word
08/09/2011	Bank & Deposit Account Recommendation	Microsoft Word
08/09/2011	NS Products Recommendation	Microsoft Word
08/09/2011	Structured Product Recommendation	Microsoft Word
08/09/2011	Equity Release Recommendation	Microsoft Word
08/09/2011	Purchase Life Annuity Recommendation	Microsoft Word
08/09/2011	ASU Recommendation	Microsoft Word
08/09/2011	Partnership Protection Recommendation	Microsoft Word
08/09/2011	Shareholder Protection Recommendation	Microsoft Word
08/09/2011	Keyman Recommendation	Microsoft Word
13/10/2011	PPOL Mortgage Attitude to Risk Definitions	Microsoft Word
13/10/2011	PPOL Protection Attitude to Risk Definitions	Microsoft Word