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ABOUT US

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

Financial protection post-BREXIT

Financial protection post-BREXIT

In December 2020, we reminded readers about the expected changes to FSCS protection after the EU withdrawal period ended on 31 December. You can read that article here. The transition did end when expected and with last minute agreement on a trade deal, which was not so certain. However, the agreement did not cover financial […]
Compliance
FCA Defined Benefit Advice Assessment Tool (DBAAT)

FCA Defined Benefit Advice Assessment Tool (DBAAT)

You may well have seen reports that the FCA recently published its Defined Benefit Advice Assessment Tool (DBAAT). This is the tool that the FCA has been using as part of the ongoing review of firms providing transfer advice. At launch, the FCA stated: “We published the DBAAT to help firms and pension transfer specialists […]
Compliance
Minimum Pension Age Regulatory Change in ATEB Suitability

Minimum Pension Age Regulatory Change in ATEB Suitability

Following the release of a consultation paper on 10th February 2021 by HM Treasury, we have now added a ‘Proposed changes to Normal Minimum Pension Age (NMPA)’ section within the ‘Retirement Advice’ page of the main Suitability Report template. This includes a standard text option, pre-ticked for inclusion in all retirement advice reports, informing clients […]
Suitability
Publication of Directory Persons data

Publication of Directory Persons data

Another March reminder! Solo-regulated firms must submit their Directory Persons data via Connect by 31 March 2021. Submissions of 10 persons or more using the multiple upload functionality must be done between 11 January and 18 March to ensure submissions are processed ahead of the deadline. A failure to submit required data in time would be a […]
Compliance
The Final Countdown to Senior Managers and Certificate Regime (SM&CR)

The Final Countdown to Senior Managers and Certificate Regime (SM&CR)

March is almost here and Spring is in the air. So probably the last thing you are thinking about is whether you and your firm are ready for the Senior Managers and Certification Regime?   However, the deadline for full implementation is 31 March 2021, deferred from 9 December 2020, and only a matter of […]
Compliance

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Contact Us

We’d love to hear from you. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.

Address

Evolve Business Centre
Cygnet Way
Houghton le Spring
Durham
DH4 5QY

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