We are pleased to inform you that the latest upgrade to ATEB Suitability was completed on 18th March 2025.
Full details below:
Rebrands
In response to recent industry rebrands, we have made the following changes to our ‘Providers/Platforms’ and ‘Investments’ libraries:
‘Providers/Platforms’
- ‘Abrdn’ has been renamed to ‘Aberdeen’.
- ‘Close Bros Asset Management’ has been renamed to ‘TrinityBridge’, with updated descriptive text.
‘Investments’
The fund/portfolio ranges for TrinityBridge (formerly Close Bros Asset Management) have also been revised and updated with new fund fact sheet descriptive text.
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As always, our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.
Pension Transfers – considering a workplace pension
Alistair MacDougall Compliance Defined Benefit, FCA, Pension, Pension Transfer, PI, Switch, transfer
We recently reviewed a pension transfer report where the client was recommended to transfer out of the defined benefit scheme into the client’s pre-existing SIPP. We considered that the recommendation to transfer appeared to be appropriate. However, the client had what the FCA calls an ‘available qualifying scheme’, more commonly referred to as a […]