ATEB suitability was successfully upgraded on 23rd September 2016 and we have shown the changes below.
If you have any general questions or queries about the upgrade or maybe some suggestions as to ways that we can improve the software, then please contact us here.
Application Enhancements
Change at a glance |
Location |
Detail |
---|---|---|
Option to Download Completed Reports |
Reports Page |
New buttons have been added to the Reports page to allow a user to download a MS Word or PDF copy of a Completed report without the need to open the wizard and regenerate. NB: The download function only supports reports completed since our upgrade on 23/05/2016. |
Video Tutorials |
Application |
New buttons now appear on the Templates, Paragraphs, Risk Profiles and Model Portfolio pages which link to YouTube video tutorials. The videos are also available through the Help & Support portal. |
Minimum Pension Age Regulatory Change in ATEB Suitability
Doug McFarlane Suitability 2021, Evalue, NMPA, normal minimum pension age, Pension, platform, transfer, Update
Following the release of a consultation paper on 10th February 2021 by HM Treasury, we have now added a ‘Proposed changes to Normal Minimum Pension Age (NMPA)’ section within the ‘Retirement Advice’ page of the main Suitability Report template. This includes a standard text option, pre-ticked for inclusion in all retirement advice reports, informing clients […]