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Abridged Advice Report Template Tweaks & New Provider Text
Suitability

We completed the latest upgrade to ATEB Suitability on 11th October 2020.

Following initial client feedback we have made a few small tweaks to our Defined Benefit Transfer ‘Abridged Advice Report’. These updates include:

  • A reformatted Abridged Advice Summary page;
  • Dynamic Planner and EValue supporting text;
  • Expansion of our ‘Conclusion’ text to prompt users for further personalisation when the advice outcome is ‘Insufficient information to make a recommendation’.

Please don’t forget, for more information on PS20/06 please read our sister firm ATEB Consulting’s articles here:

https://www.atebconsulting.co.uk/news/ps2006-part-five-and-finally/

In addition to the changes above we have added descriptive text for the following providers within Content Management:

  • Phoenix Wealth
  • The Mortgage Works
  • BMO
  • VitalityInvest
  • BlackRock

Our colleagues at ATEB Consulting have also provided revised wording for their own Risk Profile descriptions which have now been updated via the ATEB Suitability Content Integration.

Please see our collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available now on our Help & Support Portal.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.

Many thanks

ATEB suitability Customer Support

 

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Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

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About the Author

David Anderson

David Anderson

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

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2020 Dynamic Planner Evalue Mortgage Update
Suitability

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