Please see the fourth and final free issue of Pensions News here .
To access the first three issues of Pensions News, please see previous ATEB news articles.
As previously explained, there is normally a charge for this bulletin. These four issues have been provided free of charge courtesy of Paul Clark of Russelldene Consulting Ltd.
If you are interested in receiving the bulletins on an ongoing basis please contact ATEB for more information.
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 […]