We completed the latest upgrade to ATEB Suitability on 15th July 2021. This update comes at no additional cost and provides provides a few minor minor tweaks to our main Suitability Report template.
Full details of the enhancements can be found below:
Risk Warning Report Introduction Text
For each of the risk warning sections within the Suitability Report template we have split the introductory text provided in the report into several paragraphs to improve the readability of the text.
Power of Attorney Wizard Options
Within the Power of Attorney section of the Suitability Report wizard we have changed the question type from a ‘Single Select’ to a ‘Multiple Select’ which means you no longer need to select from the ATEB provided text if you would just like to include your own paragraph from Content Management.
Decreasing Term Assurance Wizard text
To improve the user experience the wizard question within the Suitability Report template asking for the decreasing term assurance percentage has been reworded from:
Decreasing by X (%)
to:
Decreasing in line with an assumed mortgage interest rate of X (%)
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.
Tax Year End Update
Doug McFarlane Suitability 2024, Pension, transfer, Update
Our report writing software has been fully updated on 6th April 2024 to accommodate changes to allowances, rates and reliefs for the 2024/25 tax year. Full details can be found below: Pensions Existing ‘Lifetime Allowance’ wording removed and replaced with new ‘Lump Sum Allowance (LSA)’ and ‘Lump Sum and Death Benefit Allowance (LSDBA)’ wording. In […]