ATEB News – The ATEB Group News Hub

New Data Integration with Scottish Widows Platform

Template Enhancement: New ‘Capital Redemption Bond’ Product

Doug McFarlane Suitability 2024, Capital Redemption Bond, content management, PI, Suitability Review, Template Enhancement, Update

We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost and provides various template-related enhancements. Full details of the enhancements can be found below: Suitability Report Template: New ‘Capital Redemption Bond’ product type ‘Capital Redemption Bond’ has been added as a new product type […]

13 August 2024

ATEB Suitability wins Best Suitability Report Generator at the 2024 UK Enterprise Awards

David Anderson Suitability 2024, email, FCA, Update

ATEB Suitability is proud to announce its recent accolade at the 2024 UK Enterprise Awards, where it won “Best Multi-Product Suitability Report Generator.” This award recognises ATEB Suitability’s innovative approach to suitability report generation, setting new standards in the industry for accuracy, efficiency, and user-friendliness. The UK Enterprise Awards celebrate outstanding businesses and organisations that […]

1 August 2024

New Content Integration with IBOSS Asset Management

Doug McFarlane Suitability 2016, 2024, content management, T.Bailey, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 1st August 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with IBOSS to provide our customer firms with access to the following: A description of their service A […]

24 July 2024

New Data Integration with Plannr

Doug McFarlane Suitability 2024, Data Integration, ML, Plannr, transfer

We are thrilled to announce that Plannr CRM has been added to our list of data integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report […]

6 June 2024

Content Management Update – Providers, Platforms & Investments

Doug McFarlane Suitability 2024, content management, platform, Update

We have completed the latest upgrade to ATEB Suitability on 6 June 2024. This update comes at no additional cost and provides various updates to our ‘Content Management’ libraries. Full details can be found below: ‘Provider/Platform’ Descriptions Our current library bank of ‘Provider/Platform’ descriptions has been fully updated, including new assets under management (AUM) figures. […]

3 May 2024

EBI (Evidence Based Investing) – Content Integration Update

Doug McFarlane Suitability 2024, content management, EBI, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 3 May 2024. This update comes at no additional cost and provides some new additions to our EBI content integration. We have updated our EBI content integration with the following portfolio ranges: Vantage Impact: Vantage Impact 20 Vantage Impact 40 […]

6 April 2024

Tax Year End Update

Doug McFarlane Suitability 2024, Pension, transfer, Update

Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]

15 March 2024

New Content Integration with T. Bailey Asset Management

Doug McFarlane Suitability 2024, content management, T.Bailey, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with T. Bailey Asset Management to provide our customer firms with access to the following: A description of their […]

6 March 2024

New Content Integration with Waverton Investment Management

Doug McFarlane Suitability 2024, content management, Update, Waverton

We have some exciting news on the latest upgrade to ATEB Suitability on 6th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Waverton Investment Management to provide our customer firms with access to the following: A description of their service […]

14 February 2024

New Content Integration with 8AM Global

Doug McFarlane Suitability 2024, content management, Update, Xplan

We have some exciting news on the latest upgrade to ATEB Suitability on 14th February 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with 8AM Global to provide our customer firms with access to the following: A description of their service A […]

ATEB Compliance is now Thistle Initiatives

Our new website is www.thistleinitiatives.co.uk. There will be no further posts here from ATEB Compliance. You can keep up to date with all of our usual regulatory and company updates here going forward.

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2 February 2024