June 2018 Update
Defined Benefit Transfer Templates & MiFID II Changes
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 [...]
Pension Switch Issues
Alistair MacDougall Compliance FCA, FOS, MiFID, Pension, Switch
A recent FOS decision confirms regulatory and good practice requirements in relation to Pension Switches.