Some of our clients have recently used the following training resources and have recommended them:
The Pensions Regulator has developed an online, e-learning programme for trustees to help you achieve the required level of knowledge and understanding. You don’t have to be a trustee however and you can register as a pensions adviser.
Register here
Eukleia provide material that can be used by firms’ management and principals for such topics as senior management responsibilities and preparing for an ARROW visits.
Find them here
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 […]