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
Should clients take Abridged Advice?
Paul Caine Compliance 2018, abridged, DB Pension, FCA, MiFID, Pension, Pension Transfer, Switch, TCF, transfer
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should meet the client’s profile and needs? The actual product recommended should be the most suitable, taking account of features and costs. In relation to the second principle, the cliché about cheapest is not necessarily the […]