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.
Should clients take Abridged Advice?
Paul Caine Compliance 2018, abridged, DB Pension, FCA, MiFID, Pension, Pension Transfer, Switch, TCF, transfer
Assessing suitability has always essentially been based around the same overarching principles … The recommended product type should meet the client’s profile and needs? The actual product recommended should be the most suitable, taking account of features and costs. In relation to the second principle, the cliché about cheapest is not necessarily the […]