You might have seen our various articles covering off the changes to Pension Transfer rules introduced with PS20/06 that came in to full effect on 1 October 2020. You can find these here …
Part one – contingent charging ban
Part three – workplace pensions
Part four – just one more thing?
We have also created three webinars that summarise the rules. These are now available free of charge for a limited period. Going forward, similar webinars will be chargeable for non-ATEB clients.
To access the webinars, go here.
A webinar covering the rules for Client Reviews is also available.
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing […]