paraplanning online
 
A smarter suitability report solution for financial advisers

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. 

Click here for further information regarding the PPOL subscription options

DownloadDateDocument TitleFile Type
Download Investment Recommendation 29/01/2015 Investment Recommendation Adobe PDF
Download Investment Proposition Review 17/04/2015 Investment Proposition Review Adobe PDF
Download Mortgage & Protection 05/04/2016 Mortgage & Protection Adobe PDF
Download Pension Switching 17/04/2015 Pension Switching Adobe PDF
Download Workplace Pension 17/04/2015 Workplace Pension Adobe PDF
Download CGT Couple Calculation 10/08/2015 CGT Couple Calculation Adobe PDF
Download Simple Cashflow Study 10/08/2015 Simple Cashflow Study Adobe PDF
Download Simple Cashflow 3 Scenarios 10/08/2015 Simple Cashflow 3 Scenarios Adobe PDF
Download Advanced Cashflow Drawdown 18/08/2015 Advanced Cashflow Drawdown Adobe PDF
Download Advanced Cashflow Retire Early 03/09/2015 Advanced Cashflow Retire Early Adobe PDF
Download Advanced Cashflow Invest 03/09/2015 Advanced Cashflow Invest Adobe PDF
Download Cashflow Pro Downsize 03/09/2015 Cashflow Pro Downsize Adobe PDF
Download Cashflow Pro Life Assurance 03/09/2015 Cashflow Pro Life Assurance Adobe PDF
Download Pension Benefit Comparison Calculator 2016 24/05/2016 Pension Benefit Comparison Calculator 2016 Adobe PDF
Download Pension Switch 2016 24/05/2016 Pension Switch 2016 Adobe PDF