Menu
Stamp Duty Changes & Standard Life -> abrdn
Suitability

We’re writing to inform you of a couple of changes we have made to ATEB Suitability.

What does this mean for me?

Following the recent rebrand of Standard Life, we have made the following changes to the ‘Providers/Platforms’ feature of Content Management:

  • Standard Life now renamed abrdn
  • Standard Life Elevate now renamed abrdn Elevate
  • Standard Life Wrap now renamed abrdn Wrap

Please note – the ‘MyFolio’ fund range that’s sits within the ‘Investments’ feature of Content Management has also been linked with abrdn. Users will continue to be able to recommend these investments by typing in ‘MyFolio’ or ‘abrdn’ within the ‘Fund/Portfolio Name’ field of the ‘Investment Strategy Recommendation’ page.  

In addition, the Stamp Duty Land Tax glossary has been updated in preparation for the lower stamp duty threshold reverting back to £125,000.00 on the 1st of October 2021.

Please don’t forget we have a collection of ‘how to’ guides, articles and hints/tips via our FAQs which are available on our Help & Support Portal.

Our support team are available 9am – 5pm / Mon – Fri to answer any further questions you may have support@atebsuitability.co.uk / 0191 338 8177.

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

arrow-top-right

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

David Anderson

Director - Having joined us directly from university, David quickly developed into an indispensable member of the team. As our IT Director he is responsible for ATEB’s technology strategies, security systems and platforms. He has been at the forefront of the development of ATEB Suitability and instrumental in ensuring that the complex regulatory requirements are catered for in an interactive and intuitive fashion. He would be delighted to discuss its capabilities with you in more detail.

Contact Us

2021MortgagePIplatformUpdate
Suitability

Brought to you by

Explore more articles in this category

Other articles that you might be interested in

Template Enhancements - blog Hero

Template Enhancements: Inheritance Tax (IHT) & Pensions

Suitability , , , , , , , , , , ,

To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update:   A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]

Read More
epic2

New Content Integration with EPIC Investment Partners

Suitability , , , , , , , , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on the 4th of December 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with EPIC Investment Partners to provide our customer firms with access to the following: A description […]

Read More
iStock-2156168033 [Converted]

New Content Integration with Parmenion

Suitability , , , , , , , ,

We have some exciting news on the latest upgrade to ATEB Suitability on 20th November 2024. This update comes at no additional cost and provides a new addition to our content integration library.     We have partnered with Parmenion to provide our customer firms with access to the following: A description of their service A […]

Read More
budget24

Budget Announcement: Future Tax Year Changes

Suitability , , , , , , , ,

In anticipation of the upcoming increases to the Business Asset Disposal Relief (BADR) rates in April 2025 and 2026, as well as the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template updates: A new note has been added to the ‘Current IHT Position’ calculation table, informing […]

Read More
budget24

Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes

Suitability , , , , , , ,

Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp Duty Land Tax (SDLT) and Capital Gains Tax (CGT) rates. The revised SDLT rates are available in the optional Glossary of Terms when making Mortgage Recommendations. For CGT, the updated rates can be found in […]

Read More
Load More