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We offer design and development services to assist businesses build 21st century solutions

 

With a broad range of in-house skills and expertise, we assist firms with application development projects, brand development and IT infrastructure strategies. The range of options is vast and it is easy to over-spend, so we will work with you to evaluate your needs objectively and provide cost-effective recommendations.

Our software development and UX/UI design teams have developed a reputation for flair and ingenuity. As well as working hard for our customers, they have implemented all the ATEB websites.

As experts in the Financial Services industry, we can ensure that regulatory aspects such as Compliance and Data Protection are an integral part of your systems.

For a free informal chat, contact us here.

Here are some news from the ATEB Group

Catering for Investment Pathways

Catering for Investment Pathways

Hot on the heels of our Periodic Review update last week, we have added a new section to the main Suitability Report template to cater for the consideration of Pathway Investments within a retirement recommendation. Whilst we are certain there is no regulatory requirement to mention Pathway Investments within a suitability report, we understand there […]
Suitability
Finalised guidance – Advising on pension transfers

Finalised guidance – Advising on pension transfers

Alongside the rules introduced in October 2020 by Policy Statement (PS 20/6), the FCA published an accompanying guidance consultation (GC 20/1). That consultation has now resulted in the publication of finalised guidance (FG 21/3). The guidance, which takes effect from 30 March 2021, aims to help advisers understand the FCA’s expectations when advising on pension […]
Compliance
Upgraded Periodic Review Template with Costs and Charges Statement + Much More

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 has focused on upgrading our Costs and Charges & Periodic Review templates. Full details of the enhancements can be found in the tables below, but some of the highlights are: Upgraded ‘Costs and Charges Statement’ […]
Suitability
FCA COVID SURVEY – PART 4

FCA COVID SURVEY – PART 4

The FCA has advised the following: “Many of you will be aware that we issued the first phase of the Covid-19 Impact Survey in June 2020, covering around 13,000 firms across 15 Supervision portfolios (Tranche 1), and then rolled this out to a further 9,500 firms in 21 portfolios (Tranche 2) at the beginning of […]
Compliance
Considering a workplace pension in a pension transfer recommendation

Considering a workplace pension in a pension transfer recommendation

Firms involved with pension transfer business will know that there is a requirement to consider an available workplace pension (WPS) as the destination for any transferred funds. If the recommendation is to transfer to an alternative proposed arrangement, for example a personal pension/SIPP/flexidrawdown plan, firms have to demonstrate why the scheme they recommend is MORE […]
Compliance

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