Menu
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.

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

Content Management Update – Royal London Portfolios

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

blind spot

The replacement business blind spot?

Compliance , , , , , ,

We’ve been involved with a number of firms who are on the acquisition trail and as part of the due diligence work we support them with, we check a lot of advice files. It won’t come as a surprise that many of these involve replacement business. What never ceases to amaze us is that, despite […]

Read More
Replacement Business

Good Consumer Outcomes?

Compliance , , ,

Thomas Fuller, the 17th Century author and historian said that: “Health is not valued till sickness comes.”     It is probably true that most people in good health perhaps take it for granted, but according to the Office of National Statistics, the number of working age people who can’t work because of long-term sickness […]

Read More
Copyright © 2023 FCA

What story do your files tell?

Compliance , , , ,

The FCA’s Retirement Income Advice thematic review seems to be gathering momentum and the latest developments come as no surprise.   We’ve commented upon the survey in recent articles and are aware that some of the 1,300 or so firms that were sent it have now been asked to submit files by the regulator, who […]

Read More
Pound sign 3d render in studio

Adviser charges in perpetuity?

Compliance ,

Here’s a question. What happens to ongoing adviser charges if the adviser dies?     This came up recently when we were asked: “We have it written into our adviser contracts that the clients belong to the adviser.  We are considering an amendment to the contract along the lines of, if the adviser dies his […]

Read More
Disadvantages

FCA Retirement Income Advice Survey – a threat or an opportunity?

Compliance , , , , , , , ,

We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there has been plenty of commentary in the industry press about the survey since, most of it covering how generally intrusive and onerous completion is, but are there some benefits to be had here? It’s hard […]

Read More
Load More