Hot on the heels of our Periodic Review update last week, we have added a new section to the main Suitability Report template to cater for the consideration of Pathway Investments within a retirement recommendation.
Whilst we are certain there is no regulatory requirement to mention Pathway Investments within a suitability report, we understand there are firms who would like to note their consideration under certain circumstances. Our sister firm ATEB Compliance has provided the following articles regarding Investment Pathways:
https:/investment-pathways-rules-deferred
https:/investment-pathways-go-live
Template Change Detail
Main Suitability Report
| Change at a glance | Location | Detail |
| Addition of Pathway Investments text. | Retirement Plans → Further Considerations → Pathway Investments | Descriptive text for Pathway Investments has been catered for within the Retirement Plans page of the main Suitability Report template. |
Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available 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.
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Content Management Update – Royal London Portfolios
Doug McFarlane Suitability 2025, content management, Investment, platform, Royal London Portfolios, Update
We have completed the latest upgrade to ATEB Suitability on 7 February 2025. This enhancement comes at no additional cost and provides an update to our ‘Content Management’ library. Within the ‘Investments’ feature of ‘Content Management’, we have made the following changes to our Royal London portfolios: Royal London’s Governed Portfolios 1-9 have been replaced […]