Genovo Suitability Report 2024-25 Tax Year Updates
Team Genovo - 5th April 2024
A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2024-25 tax year.
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Everything you need to know about v2 launch weekend
Ed Evans - 2nd April 2024
Find out everything you need to know about Genovo launch weekend and beyond.
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The next generation of suitability report builders is coming soon!
Ed Evans - 20th November 2023
Find out more about the key new features and improved functionality you can expect when Genovo v2 goes live in early 2024.
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How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it
Nigel Ogram - 13th November 2023
In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.
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We’re ISO 27001 certified…..again!
Ed Evans - 16th October 2023
Security of your clients’ personal information is paramount to you, and it’s just as important to us! As a result, we’re proud to announce that we’ve successfully completed an external assessment by UKAS accredited certification body and once again achieved ISO 27001 certification.
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How to write a suitability report advising a client on a pension sharing order
Nigel Ogram - 3rd October 2023
In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.
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Genovo Suitability Report ESG-related content updates September 2023
Team Genovo - 15th September 2023
A summary of the updates that have been applied to the Genovo app to better accommodate ESG investing in your Suitability Reports.
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How do I write a fund switch report in Genovo?
Nigel Ogram - 11th September 2023
In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.
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Everything you need to know about investment strategies in Genovo, and more…
Nigel Ogram - 4th August 2023
In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!
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How do I write a suitability report advising on beneficiary drawdown?
Nigel Ogram - 7th July 2023
In this month’s User Tip blog, Nigel shows you how to write a suitability report advising on beneficiary drawdown.
Read more >Free suitability report template
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Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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