In readiness for the new rules relating to Defined Benefit Transfers (FCA Policy Statement PS20/06) applicable from 1st October 2020, ATEB Suitability intelligent report writing software has been upgraded.
This upgrade includes:
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ATEB Compliance offers compliance and regulatory advice.
ATEB Suitability provides report writing software for the financial services market.
One of the key benefits that our clients who use ATEB Suitability intelligent report writing software gain is that updates required by changes in regulation or tax legislation are taken care of by ATEB. Users simply need to create a report, safe in the knowledge that the output will be compliant and up to date.
So we are proud that, yet again, our software colleagues in ATEB IT have delivered a significant update bang on time.
Jeffrey Mushens, Technical Policy Director at TISA, provides a PROD perspective.
Many DFM/Adviser relationships are based on the agent as client model. This carries hidden dangers.
Budget 2018 / Extended Intelligent Office Integration
Confirmation of further rule and guidance changes in relation to advice on pension transfers.
Pension Transfer Advice – FCA’s latest findings
Alistair MacDougall Compliance 2019, FCA, Pension, Pension Transfer, PI
The FCA has published its latest findings on the quality of transfer advice. It does not make happy reading …