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

Flat lay photography of red anti radiation handset telephone beside iphone

Operational resilience: preparing for the switch from analogue to digital phone lines

Compliance ,

The FCA has recently issued a reminder to firms about forthcoming changes to the UK telephone system.     The current analogue phone network (known as the Public Switched Telephone Network or PSTN) is starting to be switched off across the UK. It will be completely decommissioned by the end of 2025, migrating to a […]

Read More
Product Enhancements

Stamp Duty Changes & Standard Life -> abrdn

Suitability , , , ,

We’re writing to inform you of a couple of changes we have made to ATEB Suitability. What does this mean for me? Following the recent rebrand of Standard Life, we have made the following changes to the ‘Providers/Platforms’ feature of Content Management: Standard Life now renamed abrdn Standard Life Elevate now renamed abrdn Elevate Standard […]

Read More
Woman showing paper with prohibition sign

DB Advice – CPD correction

Compliance , , , , , , ,

FT Adviser published an article on 21 September under the heading ‘How to advise on DB transfers’. We would like to think that all published content is technically accurate, especially so when it is presented as CPD. However, this particular article was inaccurate on two counts. The purpose of this article is to confirm the […]

Read More
https---s3-eu-west-1.amazonaws.com-fta-ez-prod-ez-images-5-2-0-7-1217025-1-eng-GB-FCA2.JPG?v1

AR applications update

Compliance ,

Following the recent FCA changes to combined AR applications with the Approved Persons applications on 16th September, some firms who submitted prior to 16th are seeing a warning message advising them that the application cannot proceed until the Approved Person form is added. The FCA has clarified that firms should ignore this warning message for […]

Read More
Three brown tiles on gray surface

FCA website URL

Compliance , , ,

Redirect links from fsa.gov.uk to fca.org.uk will stop working on 1 October 2021.     After 8 years, the fsa.gov.uk redirects are due to be switched off as part of decommissioning. Ahead of this, firms should review any website links to fsa.gov.uk and update them to the relevant fca.org.uk links.

Read More
Load More