Template Enhancements including ‘Risk Warning’ & Power of Attorney Changes
We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and
David Anderson
Template Updates including ‘Whole of Life Cover’ Considerations for Defined Benefit Scheme Transfer Recommendations
We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
Catering for Investment Pathways
Hot on the heels of our Periodic Review update last week, we have added a new section to the main
Advanced Notice of Scheduled Maintenance
In readiness for the release of a host of new features, we’re writing to inform you about a scheduled maintenance
Upgraded Costs and Charges Statement Template & Much More
Upgraded Costs and Charges Statement & Much More
New Xplan Data Integration & Sample Templates Added
New Data Integration with Xplan and more Managed Content
Abridged Advice Report Template Tweaks & New Provider Text
Abridged Advice Report Tweaks & New Provider Text
New Abridged Advice Report Template & PS20/06 Rules for DB Transfer
DB Transfer PS20/06 Update & New Abridged Advice Template
Suitability Reports: Who is Fred?
There is an old joke about a man going to his dentist, picking up a magazine in the waiting room
New Content Integrations from Leading Third-Parties and much more
New Content Integrations from Leading Third-Parties and Much More