Content Management Update – Royal London Portfolios

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 with the following portfolios:

  • Governed Portfolio Defensive
  • Governed Portfolio Conservative
  • Governed Portfolio Moderate
  • Governed Portfolio Growth
  • Governed Portfolio Enhanced
  • Governed Portfolio Dynamic
  • Governed Portfolio Total Equity

We have also updated Royal London’s ‘Sustainable’ portfolio range with new fund fact sheet descriptive text and added two new ‘Sustainable’ portfolios:

  • Sustainable Corporate Bond Trust
  • Global Sustainable Equity

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

Key-Features and Benefits

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.

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.

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About the Author

Doug has over 14 years experience in the financial services industry and works as a Senior Product Consultant for ATEB Suitability. He provides training and support for our users and also looks after the content of our suitability report templates. He loves to catch up with customers and is always available for a friendly chat.

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