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New Content Integration with Pacific Asset Management
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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 [...]

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ATEB launches risk profiling process

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Fish, tree or river?

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Advising on Pension Transfers

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Read about the most common failings with transfer advice and how to avoid them.

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Treatment of Politically Exposed Persons (PEPs)

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This is a uesful FCA consultation if you have PEPs

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Important reminders

Compliance

Significant changes are imminent relating to disclosure documents and also GI renewals.

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Acquiring clients from other firms

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The FCA has issued guidance on the issues around acquiring clients from other firms

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Changes to General Insurance Renewal Rules

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A reminder for general insurance intermediaries

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Pension Related News Four

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Fourth and final free instalment of Pensions Related News

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Must read – Pension Alerts

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The FCA has issued two alerts that are essential reading for Pension Transfer specialists.

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Pension Transfers and IHT

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HMRC has lost a landmark appeal where IHT was charged following death within two years of a pension transfer. 

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Pensions Related News Three

Compliance

Please see the third instalment of Pensions Related News

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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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