Claims Management – FCA permissions
From 1 April 2019, Claims Management is regulated by the FCA and specific permissions are required.
LATEST NEWS
9 April 2025 / Suitability
New Content Integration with Pacific Asset Management
We have some exciting news on the latest upgrade to ATEB Suitability on 9 April 2025. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Pacific Asset Management to provide our customer firms with access to the following: A description of their service [...]
Cash Flow Models – compliant or not?
Alistair MacDougall Compliance 2018, FCA, Pension, Pension Transfer, PI
The FCA has concerns about how cash flow models are used.