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example suitability reports

Our Suitability Reports are professionally presented, and structured in such a manner that they are easy for your clients to understand. They have a logical and consistent layout. The Introduction section “sets the scene”, followed by the actual recommendation section(s), with any supporting technical information (which is specific to the recommendations being made) contained within the Appendix.

Included below is a selection of some of the typical reports that can be created using the PPOL Suitability Report writing solution, together with our own Quick Reference Guide to Pension Switching. The guide provides a brief overview of the FSA’s findings, our comment and recommendations in respect to the issues raised; as well as notes and guidance as to how the PPOL solution deals with each of these issues.

DownloadDateDocument TitleFile Type
Download IHT & Investment Example Report 06/04/2010 IHT & Investment Example Report Adobe PDF
Download Pension Switching Example Report 06/04/2010 Pension Switching Example Report Adobe PDF
Download PPOL Guide to Pension Switching 06/04/2009 PPOL Guide to Pension Switching Adobe PDF