ATEB News – The ATEB Group News Hub

New Data Integration with Scottish Widows Platform

New Content Integration with Invesco

Doug McFarlane Suitability 2024, content management, PI, platform, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 2nd February 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Invesco to provide our customer firms with access to the following: A description of their service A description for […]

31 January 2024

ATEB Compliance is now Thistle Initiatives

Huw Reynolds Compliance email, Update

Our new website is: www.thistleinitiatives.co.uk and you can keep up to date with all of our usual regulatory and company updates here.

31 January 2024

Doesn’t time fly?

Paul Jay Compliance complaints, email, FCA, Register

Yes, believe it or not, as this article lands in your inbox it’s six months since Consumer Duty went live. Time really does fly when you’re having fun (what do you mean, this isn’t fun?) and in another six months from now the second phase of CD, covering closed products, comes into effect. More […]

26 January 2024

A happy retirement

Paul Jay Compliance PI, Switch

Not, as you may think, an article about problems related to PP switching (watch this space though), but a brief note to wish one of our own all the best for his retirement. After eight years with ATEB, 31 January sees Alistair MacDougall hanging up his financial services boots. Those readers who have been receiving […]

19 January 2024

New Content Integration with Evelyn Partners

Doug McFarlane Suitability 2020, 2024, content management, PI, platform, Update

We have some exciting news on the latest upgrade to ATEB Suitability on 19th January 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Evelyn Partners to provide our customer firms with access to the following: A description of their service A description for […]

17 January 2024

Reviews. What do yours look like?

Paul Jay Compliance 2018, 2023, FCA, MiFID, Pension, Periodic Review, PI, TCF, Update

Review. It’s a simple word, but depending upon who you speak to, it can have several meanings. There are several definitions of the word ‘review’. In verb form, the Cambridge Dictionary cites review as: to think or talk about something again, in order to make changes to it or to make a decision about […]

10 January 2024

And trending previously too! During the past year or so, and in tandem with ATEB becoming part of Thistle Initiatives, we’ve become increasingly involved in due diligence work, mainly working on behalf of firms planning to acquire others and getting under the bonnet of the firms they propose to buy. M&A activity seems […]

19 December 2023

Model behaviour

Alistair MacDougall Compliance Drawdown, EBI, FCA, ML, PI, Switch

The advent of Consumer Duty has catalysed a lot of focus on fair value, or at least a lot of chat. Anecdotal evidence would appear to suggest that many firms may not have made any material changes to their charging structures. However, a recent survey by Schroders gave rise to a headline in the financial […]

19 December 2023

That was fun wasn’t it?!

Paul Jay Compliance 2023, email, EU, FCA, Pension, PI, platform

Well that’s 2023 just about done. Out with the old and in with new as they say, but what’s gone and what can we look forward to? For all sorts of reasons, 2023 has been another year where a lot has occurred in 365 days. So what did happen? Lots of things, like… In […]

19 December 2023

Template Enhancements + New Content Management Updates

David Anderson Suitability 2023, CleverMPS, content management, EBI, EU, FCA, Morningstar, Pension, platform, protection, Suitability Review, Switch, Transact-BlackRock, Update

We have completed the latest upgrade to ATEB Suitability on 19th December 2023. This update comes at no additional cost and provides various template related enhancements as well as new additions to our content management libraries. Full details of the enhancements can be found in the tables below, but some of the highlights are: ‘Onshore […]

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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22 November 2023