Menu
Autumn Statement

Further to the chancellor’s Autumn Statement yesterday we are pleased to inform you the ATEB suitability system has been updated overnight:

– Updated ‘Glossary of Terms’ to reflect the new approach to Stamp Duty Land Tax and the revised rates/bands

– Updated ‘Glossary of Terms’ to include the changes to NISA legislation. More specifically; if an ISA saver in a marriage or civil partnership dies, their spouse or civil partner will inherit their ISA tax advantages.

We look forward to providing more information on further changes coming to the software soon.

Don’t forget to check Our View about this article and the Actions Required By You

Autumn Statement

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.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Dark_wall_just_ateb_signage

FCA extend SMCR period of absence

Compliance ,

The FCA has made a temporary modification to the rules around providing cover for an absent Senior Manager.

Read More
Dark_wall_just_ateb_signage

Acquiring or selling a business

Compliance , , ,

What needs to be considered when buying or selling an adviser firm?

Read More
Cookies on square white ceramic plate

GDPR – two years on

Compliance , , , , , , ,

The General Data Protection Regulation – or GDPR as it is more familiarly referred to, took effect in May 2018. Two years on, we thought it would be useful to do a quick review. The intention of the legislation was to protect data and privacy in the European Union and the European Economic Area. It […]

Read More
Woman having video call on smartphone

Handling complaints during the COVID-19 emergency

Compliance , ,

The FCA is aware that, as a result of the current health emergency, many firms are facing challenges in maintaining normal business processes, including dealing with consumer complaints.

The FCA has issued a statement that clarifies the position on complaint handling in the current circumstances. The full statement can be read here. The key points are summarised below.

Read More
Writing notes idea class

If it’s not written down, it doesn’t exist

Compliance , , , , ,

How often have you heard that sentiment expressed by some compliance person? Interesting FOS decision The continued relevance of that statement was roundly confirmed by a recent FOS decision (ref. DRN4555535). In summary, the complaint related to a client who had been recommended to buy an annuity with a five year guarantee period. The client died […]

Read More
Load More