Menu
NISA Changes

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.

Don’t forget to check Our View about this article and the Actions Required By You

NISA Changes

Important Note: ATEB news is intended to provide general information ONLY. The content, including any views expressed or guidance provided, does not replace the need to comply fully with FCA Rules and Guidance. Unless you have discussed news article content with ATEB, and specifically how it relates to your circumstances, then ATEB disclaims all liability and responsibility and actions arising from any reliance placed upon it. For the avoidance of doubt therefore, any reliance you place on such information without our consultation is at your own risk.

ATEB Compliance offers compliance and regulatory advice.

ATEB Suitability provides report writing software for the financial services market.

SUIT - Beautiful Reports
CREATE BEAUTIFUL
SUITABILITY
REPORTS
TRY IT FOR FREE
SUIT - Complete Control
TAKE BACK
CONTROL OF YOUR
SUITABILITY REPORT
PRODUCTION
TRY IT FOR FREE
SUIT - Comp confidence
SUITABILITY
REPORTS
WITH FULL
COMPLIANCE
CONFIDENCE
TRY IT FOR FREE
previous arrow
next arrow

About the Author

Contact Us

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

orbis bg

New Content Integration with Orbis Investments

Suitability , , , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 30th October 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Orbis Investments to provide our customer firms with access to the following: A description of their service A […]

Read More
template-Enhancements-0924

Template Enhancements: New ‘Business Protection’ Products

Suitability , , , , , , ,

We have completed the latest upgrade to ATEB Suitability on 23 October 2024. This update comes at no additional cost and provides various template-related enhancements.    Full details of the enhancements can be found below: Suitability Report Template: New ‘Executive Income Protection’ and ‘Business Loan Protection’ product types ‘Executive Income Protection’ and ‘Business Loan Protection’ […]

Read More
SW-bg

New Data Integration with Scottish Widows Platform

Suitability , , , , , , , ,

We are thrilled to announce that Scottish Widows Platform has been added to our list of integration partners.       Presenting a seamless integration between Scottish Widows Platform and ATEB Suitability. Improved efficiency in creating suitability reports! Within Scottish Widows Platform, you can access ATEB Suitability directly and pre-populate your client data within our […]

Read More
NEW ‘CAPTIAL REDEMPTION BOND’ PRODUCT

Template Enhancement: New ‘Capital Redemption Bond’ Product

Suitability , , , , , ,

We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost and provides various template-related enhancements.    Full details of the enhancements can be found below: Suitability Report Template: New ‘Capital Redemption Bond’ product type ‘Capital Redemption Bond’ has been added as a new product type […]

Read More
Ateb News banner – 85@2x

ATEB Suitability wins Best Suitability Report Generator at the 2024 UK Enterprise Awards

Suitability , , ,

ATEB Suitability is proud to announce its recent accolade at the 2024 UK Enterprise Awards, where it won “Best Multi-Product Suitability Report Generator.” This award recognises ATEB Suitability’s innovative approach to suitability report generation, setting new standards in the industry for accuracy, efficiency, and user-friendliness. The UK Enterprise Awards celebrate outstanding businesses and organisations that […]

Read More
Load More