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.
Interested in exploring our key features and benefits? Click the link below:
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.



Ongoing client reviews – appropriate or not?
Alistair MacDougall Compliance FCA, Pension, PI, platform, Switch
FT Adviser published an article on 15 February under the headline “Advisers struggle to get savers to come for pension reviews”. We read this with interest and not a little concern. The article reported that one of the speakers at a recent conference stated that one of the greatest challenges faced by her advice […]