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.
Yes, believe it or not, as this article lands in your inbox it’s six months since Consumer Duty went live. Time really does fly when you’re having fun (what do you mean, this isn’t fun?) and in another six months from now the second phase of CD, covering closed products, comes into effect. More […]
Not, as you may think, an article about problems related to PP switching (watch this space though), but a brief note to wish one of our own all the best for his retirement. After eight years with ATEB, 31 January sees Alistair MacDougall hanging up his financial services boots. Those readers who have been receiving […]
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We have some exciting news on the latest upgrade to ATEB Suitability on 19th January 2024. This update comes at no additional cost and provides a new addition to our content integration library. We have partnered with Evelyn Partners to provide our customer firms with access to the following: A description of their service A description for […]
Review. It’s a simple word, but depending upon who you speak to, it can have several meanings. There are several definitions of the word ‘review’. In verb form, the Cambridge Dictionary cites review as: to think or talk about something again, in order to make changes to it or to make a decision about […]
ATEB Compliance is now Thistle Initiatives
Huw Reynolds Compliance email, Update
Our new website is: www.thistleinitiatives.co.uk and you can keep up to date with all of our usual regulatory and company updates here.