ATEB

Felcorp's ATEB Suitability capability

ATEB Suitability software capability is included as part of the following Felcorp service areas:

• Paraplanning Duties
• Financial Planning Software Capabilities
• On Demand Paraplanning Duties

Felcorp Support has over five years of specialised experience working within the ATEB Suitability platform for UK pension transfer paraplanning engagements. Our teams are proficient in producing Appropriate Pension Transfer Analysis (APTA) reports, Transfer Value Comparator (TVC) calculations, and suitability documentation using ATEB's structured templates and compliance automation. This depth of platform expertise enables our offshore paraplanners to produce compliant pension transfer outputs under the supervision of your onshore advisers.

Our teams handle the production of pension transfer analysis documentation, suitability reports, and compliance outputs within the ATEB environment, enabling your onshore advisers to focus on client engagement and advice delivery.

What is ATEB Suitability?

ATEB Suitability is a UK-based suitability report generation platform specialising in pension transfer analysis for financial advisers. The software automates compliance-heavy processes and generates pension transfer suitability reports aligned with FCA requirements, including Consumer Duty, PROD, and MiFID II regulations. ATEB is a critical tool for advisers and paraplanners handling defined benefit pension transfer advice in the United Kingdom.

Key modules and components

• Appropriate Pension Transfer Analysis (APTA) reporting
• Transfer Value Comparator (TVC) calculations
• Defined benefit to personal pension transfer templates
• Pension switch analysis templates
• Workplace pension scheme comparison
• Regulatory compliance automation (FCA, Consumer Duty, MiFID II)
• Client objective identification and weighting analysis
• Report generation and documentation management
• Template management and customisation

For more information about ATEB Suitability, visit the official website at atebsuitability.co.uk.