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
General Insurance Pricing Rules – Compliance with ICOBS 6B Attestation
Paul Caine Compliance Conduct, email, FCA, scam, Senior Manager, Update
The FCA is requesting that firms who have general insurance permissions (and premium finance providers), complete an online survey in relation to compliance with ICOBS 6B attestation. The deadline for submission is 31 March 2022, and attestation will need to be made by all firms who operate with the above permissions on a periodic basis. […]