We have completed the latest upgrade to ATEB Suitability on 16 September 2024. This update comes at no additional cost and provides various template-related enhancements.
Full details of the enhancements can be found below:
Suitability Report Template: New ‘Capital Redemption Bond’ product type
‘Capital Redemption Bond’ has been added as a new product type to our suite of ‘New’ and ‘Existing’ investment products. This product will be available for recommendation or review alongside our current ‘Bond’ offerings and will feature a new ‘What is it?’ section, along with a comprehensive suite of reasons, disadvantages, risk warnings and glossary items.
Suitability Review Template: New ‘Reasons’ and ‘Disadvantages’ formatting
We have added a new toggle button to the ‘Recommended Plans page’ of the ‘Suitability Review’ template. This button enables users to capture their reasons for the recommendation and any potential disadvantages, either in a single paragraph free text box or as separate bullet point lists.
Suitability Report Template
| Change at a glance | Location | Detail |
|---|---|---|
| New ‘Capital Redemption Bond’ product type. | Getting Started page → Select ‘Investment Advice’ → Investment Plans page → ‘Is this a New or Existing Plan?’ = ‘New’ or ‘Existing’ → ‘Product’ list drop down = ‘Capital Redemption Bond’ | A new product type is now available for recommendation, featuring a comprehensive suite of reasons, disadvantages, risk warnings and glossary items. |
Suitability Report & Review Templates
| Change at a glance | Location | Detail |
|---|---|---|
| New ‘Reasons’ and ‘Disadvantages’ formatting option. | ‘Review Details’ page → ‘Existing Plans’ table → ‘Action’ = Any recommended action → ‘Recommended Plans’ page’ → ‘Do you wish to capture you reasons for the recommendation and any potential disadvantages in a single paragraph free text box or separate bullet point lists?’ | A new toggle button will enable users to capture their reasons for recommendation and any potential disadvantages, either in a single paragraph free text box or as separate bullet point lists. |
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.
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Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
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 […]