Template Enhancements including ‘Risk Warning’ & Power of Attorney Changes
We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and
Mortgage
Template Updates including ‘Whole of Life Cover’ Considerations for Defined Benefit Scheme Transfer Recommendations
We completed the latest upgrade to ATEB Suitability on 9th July 2021. This update comes at no additional cost and
What can you really do to support vulnerable clients?
Following consultation, the FCA published final guidance on vulnerable clients in February 2021 (FG21/1). We wrote about this topic and
Back to basics
It will be a surprise to few in our industry that those firms involved in defined benefit pension transfer business
Product Enhancements & Content Management Updates
We completed the latest upgrade to ATEB Suitability on 27th May 2021. This update comes at no additional cost and
FCA Covid-19 survey to be repeated
We have been advised by the FCA that they intend to issue yet another Covid-19 survey shortly. This is the
STOP PRESS: Directory Persons Information
We have received the following from the FCA. ATEB can help firms get over the line – call +44 (0)
Upgraded Periodic Review Template with Costs and Charges Statement + Much More
We completed the latest upgrade to ATEB Suitability on 6th April 2021. This update comes at no additional cost and
GI and mortgage intermediary firms – PII cover and pandemic exclusions
The significant increase in PII costs for firms providing investment advice in recent years and the difficulties for firms doing
FCA Covid-19 Impact Survey
The FCA has asked us to inform all our client firms about the upcoming Covid-19 survey. See below. “Many of