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 T. Bailey Asset Management
Doug McFarlane Suitability 2024, content management, T.Bailey, Update
We have some exciting news on the latest upgrade to ATEB Suitability on 15th March 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with T. Bailey Asset Management to provide our customer firms with access to the following: A description of their […]