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 suitability reports that can be created using the Paraplanning Online suitability report builder, 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.

Click here for further information regarding the PPOL subscription options and to download the 2011 price list

Download	Date	Document Title	File Type
	08/09/2011	Investment via a wrap with model portfolio	Adobe PDF
	08/09/2011	Pension Switching with DFM	Adobe PDF
	26/10/2011	Mortgage & Protection	Adobe PDF
	06/04/2009	PPOL Guide to Pension Switching	Adobe PDF