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:
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.
![iStock-2156168033 [Converted]](https://news.ateb-group.co.uk/wp-content/uploads/2024/11/iStock-2156168033-Converted-1920x960-250x230.jpg "iStock-2156168033 [Converted]")
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update: A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]