We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update comes at no additional cost and provides a new addition to our content integration library.
We have partnered with EPIC Investment Partners to provide our customer firms with access to the following:
- A description of their service
- A description for each of their portfolios:
- EPIC MPS Risk Managed Decumulation
- EPIC MPS Risk Target Managed 3
- EPIC MPS Risk Target Managed 5
- EPIC MPS Risk Target Managed 7
This functionality can be enabled by a Company Administrator via the Content Integrations screen.
EPIC Investment Partners was founded in 2001 by Giles Brand and Hiren Patel, experienced financial service entrepreneurs. They have led the business since its inception, ensuring consistent growth and longevity. As an independent company, owned by employees, we can support long-term strategies and ensure alignment between our investment managers and clients’ interests.
At EPIC, we understand risk. We have been FCA-regulated for retail products since inception. Today, we manage over £4 billion in assets and have more than 250 employees across the UK, Ireland, Guernsey, and India. Our operations are regulated and active in multiple jurisdictions.
Our ambition is to bring truly active and tailored portfolio management within the reach of modern retail investors. The EPIC Model Portfolio Service provides you with sophisticated investment management in a cost-effective, open and transparent package.
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.
Pension transfer advice – assessing transfer risk
Alistair MacDougall Compliance 2015, 2018, 2019, 2021, DBAAT, Drawdown, FCA, Pension, Pension Transfer, PI, transfer
It has been well publicised that the FCA has aimed increasingly close scrutiny in the direction of firms that have been providing advice in relation to defined benefit pension transfers. Apparently caught off guard by the then Chancellor’s introduction in the Pension Schemes Act 2015 of what are generally called ‘pension freedoms’, the regulator has […]