ATEB suitability allows a high degree of tailoring so that all reports are individual, both to the firm (brand and image) and individual to the client (fully personalised).
By using your own firm’s logos, standard fonts and look and feel, you can promote your individual brand.
By including soft facts, client specific requirements and the client’s own words in reports, they become individual to the client.
While some standardisation is essential for control and consistency, suitability reports should be individually created.



FCA video guide to pension transfer advice for consumers
Alistair MacDougall Compliance FCA, Pension, Pension Transfer
Although aimed at consumers, firms involved in transfer advice would do well to view the video.