We completed the latest upgrade to ATEB Suitability on 15th November 2020. Continuing with our commitment to developing third-party integrations we are extremely pleased to announce a new data integration with Xplan from Iress.
The new integration is provided free of charge to existing users of ATEB Suitability & Xplan. It can be enabled in a couple of steps from within the ‘Data Integrations’ screen:
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For more information on how to enable the integration and to see a list of supported fields please check out the dedicated Xplan (iress) section of our Help & Support website.
Xplan joins a growing list of third-party partners we work with.
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In addition to the change above we have added descriptive text for the following ‘Providers’ within Content Management:
- Hubwise
- LGT Vestra
We have also added the fund fact sheet descriptive text for the following ‘Investments’ within Content Management:
- 19x Blackrock funds
- 15x VitalityInvest funds
- 16x LGT Vestra funds
- 5x Royal London ‘Sustainable’ funds
In addition, our ‘Sample Templates’ suite has been updated with 6 new templates:
- Annual Review Flexi-Access Drawdown Template
- Annual Review ISA and GIA Template
- Defined Benefit Recommendation to Retain Template
- ISA and GIA Template
- Personal Pension Template
- Shareholder Protection Template
Please see our collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available now 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.
Many thanks
![iStock-2156168033 [Converted]](https://news.ateb-group.co.uk/wp-content/uploads/2024/11/iStock-2156168033-Converted-1920x960-250x230.jpg "iStock-2156168033 [Converted]")
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update: A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]