As you know, the government announced in the 2014 Budget that from the 1st July 2014, ISAs (Individual Savings Account) will be reformed into a new, simpler product, the ‘New ISA’ (NISA) with equal limits for Cash, and Stocks and Shares. Not only is the ISA (or NISA) savings limit being increased to £15,000, any money held in a Stocks and Shares NISA can be transferred to a Cash NISA.
For more information on the changes please read the following fact sheet: NISA Fact Sheet
These changes will be introduced into ATEB suitability this evening, ready for use tomorrow morning.
There is no action required on your behalf and all your Favourite templates will be automatically updated.
Should you have any questions or queries please do not hesitate to get in touch.
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing […]