Paraplanning - Home

April 2026 Upgrade Complete

06/04/2026

Changes for the new financial year

April 2025 Upgrade Complete

06/04/2025

Changes for the new financial year

April 2024 Upgrade Complete

06/04/2024

Changes for the new financial year

April 2026 Upgrade

02/04/2024

April 2023 Upgrade Complete

29/03/2023

Changes for the new financial year

January 2023 Upgrade Complete

02/01/2023

Support for the new Consumer Duty obligations

December 2025 Upgrade

01/12/2022

November 2025 Upgrade

01/11/2022

October 2024 Upgrade

01/10/2022

September 2022 Upgrade Complete

01/09/2022

Support for Trustee & Corporate clients

August 2025 Upgrade

01/08/2022

July 2024 Upgrade

01/07/2022

Plannr CRM Integration

April 2024 Upgrade

02/04/2022

April 2022 Upgrade Complete

29/03/2022

Changes for the new financial year

January 2022 Upgrade Complete

02/01/2022

New Templates feature

November 2023 Upgrade

01/11/2021

November 2021 Upgrade Complete

01/11/2021

New integration with Iress XPlan.

August 2021 Upgrade Complete

01/08/2021

New Attitude to Risk and Protection tabs for Fact Finds & their Templates

May 2021 Upgrade Complete

01/05/2021

New Fact Find Template facility

April 2023 Upgrade

01/04/2021

April 2021 Upgrade Complete

01/03/2021

Changes for the new financial year

February 2021 Upgrade Complete

01/02/2021

The new Pathway Investments are supported

January 2021 Upgrade Complete

11/01/2021

Intelliflo iO integration extended to Investment & Pension Reviews & Recommendations

January 2023 Upgrade

01/01/2021

Consumer Duty

01/11/2020

November 2020 Upgrade Complete

01/11/2020

Tatton Global funds and support for new super-flex pension decumulation product strategy

September 2020 Upgrade Complete

01/09/2020

New FCA rules for DB Pension Transfer

September 2022 Upgrade

01/09/2020

July 2020 Upgrade Complete

01/07/2020

Adding some new optional features

May 2020 Upgrade Complete

01/05/2020

New support for Pension Sharing Orders

April 2022 Upgrade

01/04/2020

April 2020 Upgrade Complete

28/03/2020

Changes for the new financial year

March 2020 Upgrade Complete

28/02/2020

New Cash Management investment strategy for Investments, Pensions & Retirement Income Recommendations & Reviews.

January 2022 Upgrade

02/01/2020

New Templates feature

November 2021 Upgrade

01/11/2019

November 2019 Upgrade Complete

01/11/2019

New Retain & Top-Up & Fund Switch action for Investment & Pension Reviews.

Intelliflo Integration Upgrade

01/10/2019

September 2019 Upgrade Complete

01/09/2019

Stress Testing in compliance with new FCA proposals for Cashflow Modelling for Pension Transfers recommendations.

August 2021 Upgrade

01/08/2019

August 2019 Upgrade Complete

01/08/2019

Brand New Equity Release Recommendation section

May 2021 Upgrade

01/05/2019

April 2019 Upgrade Complete

01/04/2019

Changes for the new financial year

April 2021 Upgrade

01/04/2019

February 2021 Upgrade

01/02/2019

January 2021 Upgrade

01/01/2019

SuperFlexi Hybrid Drawdown Annuity

02/11/2018

November 2018 Upgrade Complete

01/11/2018

Additional Permitted Subscription ISA

November 2020 Upgrade

01/11/2018

October 2018 Upgrade Complete

01/10/2018

Changes to DB Pension Transfers implementing FCA consultation

DB Pension Transfer October 2020

25/09/2018

Download Report Problem Resolved

02/09/2018

September 2020 Upgrade

01/09/2018

Cashflow Pro New Features

01/08/2018

July 2020 Upgrade

01/07/2018

May 2020 Upgrade

01/05/2018

April 2020 Upgrade

01/04/2018

April 2018 Upgrade Complete

01/04/2018

Changes for the new financial year

March 2020 Upgrade

01/03/2018

January 2018 Upgrade Complete

01/01/2018

New MiFID II friendly Periodic Review Report

November 2019 Upgrade

01/11/2017

September 2019 Upgrade

01/09/2017

September 2017 Upgrade Complete

01/09/2017

All new Fact Finds plus Beneficiary Drawdown action for Pension Review

August 2019 Upgrade

01/08/2017

July 2019 Upgrade

01/07/2017

April 2019 Upgrade

06/04/2017

April 2017 Upgrade Complete

29/03/2017

Changes for the new financial year

Income Tax in Scotland CFP

02/03/2017

Income Tax in Scotland

01/03/2017

January 2017 Upgrade Complete

02/01/2017

PPOL Integration with Transact

October 2016 Upgrade Complete

01/10/2016

Revamped ISAs. New explicit Partially Encash investment action and more.

September 2016 Upgrade Complete

30/09/2016

New option to Duplicate an existing report.

Service Interruption

17/05/2016

The system may be unavailable for short period(s) between 19:00 and 23:00 on Sunday 27th March to allow for a hardware upgrade.

May 2016 Upgrade Complete

01/05/2016

New standalone Structured Product investments and Fund Fact Sheets.

April 2016 Upgrade Complete

31/03/2016

Updates and new features

March 2016 Upgrade Complete

01/03/2016

Updates and new features

January 2016 Upgrade Complete

01/01/2016

Updates and new features

November 2018 Upgrade

01/11/2015

October 2018 Upgrade

01/10/2015

Cashflow Pro Couple

16/09/2015

New calculator for modelling two people

PPOLcalcs website

15/09/2015

Our new PPOLcalcs website now live

September Upgrade Complete

01/09/2015

New calculator and features

August Upgrade Complete

01/08/2015

The August upgrade is complete - new My Calcs.

May Upgrade Complete

01/05/2015

The May Upgrade is complete

April 2018 Upgrade

01/04/2015

April Upgrade Complete

30/03/2015

The April upgrade is complete with the changes for the new tax year

March Upgrade Complete

02/03/2015

The March upgrade is complete with new upgraded Retirement Income section

February Upgrade Complete

01/02/2015

The February upgrade is complete with new Executive Summary section

January Upgrade Complete

24/01/2015

The January upgrade is complete with many new features.

MiFID II News

02/01/2015

Cashflow Pro Help

01/01/2015

January 2018 Upgrade

01/01/2015

Xmas Bonus Upgrade Complete

25/12/2014

Xmas Bonus Upgrade

The upgrade to version 4.19 is now complete

December Upgrade Complete

11/12/2014

December Upgrade

The upgrade to version 4.18 is now complete

November Upgrade Complete

20/11/2014

November Upgrade

The upgrade to version 4.17 is now complete

November 2017 Upgradex

01/11/2014

November 2017 Upgrade

September Upgrade Complete - New Features

05/09/2014

The September upgrade to version 4.16 is complete.

September 2017 Upgrade

01/09/2014

August Upgrade Complete - New Features

17/08/2014

The August upgrade to version 4.15 is complete.

July Upgrade Complete - New Features

29/06/2014

The July upgrade to version 4.14 is complete.

June Upgrade Complete - New Features

01/06/2014

The June upgrade to version 4.13 is complete.

May Upgrade Complete - New Features

22/05/2014

The May upgrade to version 4.12 is complete.

April 2017 Upgrade

01/04/2014

2014 Budget Updates

26/03/2014

Wordings updated effective 6th April

February Upgrade Complete - New Features

10/03/2014

The February upgrade to version 4.09 is complete.

January Upgrade

24/01/2014

January Upgrade

January Upgrade Complete - New Features

02/01/2014

The January upgrade to version 4.08 is complete

January 2017 Upgrade

01/01/2014

Xmas Bonus Upgrade

25/12/2013

Xmas Bonus Upgrade

December Upgrade Complete - New Features

17/12/2013

The December upgrade to version 4.07 is complete

December Upgrade

01/12/2013

December Upgrade

November Upgrade

01/11/2013

November Upgrade Complete

The upgrade to version 4.17 is complete

October Upgrade Complete - New Features

23/10/2013

The October upgrade to version 4.06 is complete

October 2016 Upgrade

01/10/2013

September 2016 Upgrade

30/09/2013

September Upgrade Completed

30/09/2013

We have completed the September upgrade to version 4.05

September Upgrade

01/09/2013

September Upgrade

August Upgrade

01/08/2013

August Upgrade

June Upgrade Completed - New Features

24/06/2013

We have completed the June upgrade to version 4.04

May 2016 Upgrade

01/05/2013

May Upgrade

01/05/2013

May Upgrade

April Upgrade Completed - New Features

04/04/2013

We have completed the April upgrade to version 4.03.

April Upgrade

01/04/2013

April Upgrade

Spring Budget Updates

01/04/2013

AUTUMN STATEMENT 2012 & SPRING BUDGET 2013 updates

April 2016 Upgrade

01/04/2013

April 2016 Upgrade

March 2016 Upgrade

01/03/2013

March 2016 Upgrade

March Upgrade

01/03/2013

March Upgrade

Feb Upgrade Completed - New Features

23/02/2013

We have completed the February upgrade to version 4.02.

February Upgrade

01/02/2013

February Upgrade

Upgrade Completed - New Features

17/01/2013

We have completed the upgrade to new version 4.01.

Transact Integration

02/01/2013

Transact Integration

January 2016 Upgrade

01/01/2013

January 2016 Upgrade

We Have Moved

01/06/2012

We have moved to: Penylan Mill, Coed-y-Go, Oswestry, Shropshire SY10 9AF

New Tax Year Updates

06/04/2012

The PPOL suitability report builder has been updated to reflect changes in legislation and taxation for the 2012 /13 tax year

Paradigm PPOL

01/01/2012

Paradigm & PPOL - Working Together

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

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

Emergency Budget Updates

22/06/2010

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

November 2017 Upgrade

22/06/2010

Please adjust your browser settings

16/04/2010

Please adjust your browser settings

April 2010 Budget & Tax Year Updates

24/03/2010

More updates and upgrades applied

Refer-an-Adviser Reward Scheme

01/02/2010

£50 M&S Vouchers for every referral

February 2010 Updates & Upgrades

01/02/2010

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?