We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at no additional cost and provides a new addition to our content integration library.
We have partnered with Parmenion to provide our customer firms with access to the following:
- A description of their service
- A description for each of their portfolios:
- PIM Tactical Active 1-10
- PIM Tactical Passive 1-10
- PIM Tactical Income
- PIM Strategic Guardian
- PIM Strategic Conviction
- PIM Strategic Passive ESG
- PIM Strategic Ethical Active – Profile A
- PIM Strategic Ethical Active – Profile B
- PIM Strategic Ethical Active – Profile C
- PIM Strategic Ethical Active – Profile D
This functionality can be enabled by a Company Administrator via the Content Integrations screen.
Our proposition is founded on the seamless integration of three key disciplines: supporting your Investment Proposition, award-winning service and intuitive technology. All of these enable us to reduce operational risk for your advice firm and improve your profitability through greater efficiencies. In turn, you’ll be able to deliver a streamlined client experience, enhanced by our easy-to-use technology.
When you join us, you will gain access to our broad suite of investment solutions, each aligned to our proven risk management framework through our inhouse discretionary managed portfolios. So, whatever your client’s needs and preferences, we have a suitable portfolio option. All the heavy lifting of managing your Investment Proposition is handled by us and our service model is award-winning – testimony to the quality of our support.
As the world changes and customer needs evolve, advice firms need to adapt. With a long track record for innovation, we’ve been a pioneer in the development of helping you run your own model portfolios, access to 3rd party DFMs, online advice services and ESG investments. We’re able to support advice firms by giving you the investment management choice that’s right for you. However you want to run your Investment Proposition, you’re in the right place.
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 […]