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Welcome to the Paraplanner Point

We think paraplanners are brilliant.


So we created the Paraplanner Point just for you!

At Aviva we understand just how important your role is to advisers, and in turn their clients. 

So, we've listened to what you’ve told us you’re interested in and gathered it all together in one place, at your fingertips. 

You'll find useful tools and resources, on everything from tax and trust planning to successful report writing skills.

Financial Adviser Academy

Exam revision and learning materials to compliment your studies.

Tools and calculators

Easy to use online calculators to make your job just a little bit easier.

Report writing


Whether you call them suitability reports, suitability letters or reason why letters, there’s no doubting that report writing is a crucial task for any paraplanner, and a requirement for every advisory business. It is also a task that can be confusing and subject to the interpretations of compliance. There are examples of good and poor content and some quite clear dos and don’ts, but no one definitive guide. That’s why we’ve teamed up with The Paraplanners to curate a range of content to help you hone your report writing skills.

Before you write

Planning before you write The layout of a report is the icing on the cake

Read this first

10 Point checklist

10 point checklist Written by Kim Bendall in partnership with The Paraplanners

Checklist download

CIPs & DFMS

CIPs and DFMs Important points to consider when writing these

Size matters

Size matters Our expert recommendations on the ideal size for a report

Read our short report

Risk warnings

Risk warnings

Hints and tips for risk warnings in report writing

Report writing risks

Good and bad practice

Good and bad

 

Things to do and things not to do when writing a report

Three golden rules

Golden rules

Watch our video to discover the three golden rules

The finishing touches

Finishing touches Adding the final touches to take a report from good to great

Trust and inheritance tax planning

Lifetime planning

Post death planning

Trust planning

Contact us

You can find contact details for each product area in the drop-down list:

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WA01373 11/2017