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. |
A closer look at FG 21/3 – finalised guidance on transfers
Alistair MacDougall Compliance FCA, Pension, Pension Transfer, PI, transfer
In our recent article giving an overview of Finalised Guidance (FG 21/3), we indicated that we would pick out a few of the more interesting snippets for a closer look. That is not to imply that the rest of the guidance is of no interest, just a reflection that much of the guidance is a […]