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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

Pension Transfer Specialist – qualification deadline

Pension Transfer Specialist – qualification deadline

FCA Policy Statement PS18/20 introduced a new requirement that all Pension Transfer Specialists (PTS) must hold the Level 4 qualification for providing advice on investments as defined in the Retail Distribution Review (RDR), before they can advise on or check pension transfer advice. The rationale behind this was that, while a PTS may not always […]
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Compliance
FCA expectations in relation to remote or hybrid working

FCA expectations in relation to remote or hybrid working

The coronavirus (Covid-19) pandemic has resulted in many firms adopting remote working for some or all employees. Indeed, some of you reading this article right now might well be in a kitchen or home office, in permanent dress down mode (remember when that only happened on the last Friday of the month?) and perhaps even […]
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Compliance
Pension transfer charging – avoiding misunderstanding

Pension transfer charging – avoiding misunderstanding

In any advice scenario, it is good practice to ensure that the client is clear about what service is to be provided and what the cost will be.     It is also a rule requirement: COBS 6.1.9  – “A firm must provide a client with information on costs and associated charges …” COBS 6.1.11 […]
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Compliance
FCA – Consumer

FCA – Consumer

The FCA has published details of its new approach to consumer protection, which the regulator hopes will give consumers the confidence to invest. It is hoped that the strategy will lead to fewer people being scammed or persuaded to invest in products too risky for their needs. The FCA will publish metrics to assess whether […]
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Compliance
What should a good pension transfer report look like?

What should a good pension transfer report look like?

ATEB has worked with many firms over the past few years in relation to defined benefit pension transfer advice. This is due in part to the significant increase in pension transfer activity following the ‘freedoms’ that came in with the Pensions Act 2015 and in part due to the deluge of rule changes introduced by […]
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Compliance

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

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