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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

A closer look at FG 21/3 – finalised guidance on transfers

A closer look at FG 21/3 – finalised guidance on transfers

In our recent article giving an overview of Finalised Guidance (FG 21/3), we indicated that we would pick out a few of the more interesting snippets for a closer look. That is not to imply that the rest of the guidance is of no interest, just a reflection that much of the guidance is a […]
Compliance
New FCA online invoicing portal goes live

New FCA online invoicing portal goes live

Further to our recent article regarding the FCA’s plans to launch a new online invoicing portal, the FCA has confirmed that the new portal has gone live on schedule, 12 April. As with the previous portal, firms can use the portal to access their invoices and arrange payment of their fees. Visit the FCA website […]
Compliance
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

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Cygnet Way
Houghton le Spring
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DH4 5QY

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