How Genovo can help you meet the requirements of Consumer Duty
Nigel Ogram - 18th November 2022
In this month’s user tip blog, Nigel walks you through how Genovo helps you fulfil the requirements set out by the Consumer Duty.
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How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I
Simon Large - 23rd May 2022
In this month’s User Tip blog, Simon walks you through how to write personalised and compliant suitability reports for replacement business.
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Personalising your suitability reports using advice options and reasons
Simon Large - 19th April 2022
In this month’s User Tip blog, Simon talks you through how to personalise your suitability reports using advice options and reasons.
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How much information about a client’s circumstances should you include in a suitability report?
Kate Wells - 19th August 2021
Learn how to customise your Genovo account so the information about the client’s circumstances comes out in your reports just the way you want it to.
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New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’
Richard Lent - 21st September 2020
Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.
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New APTA/TVC-related functionality added to Genovo
Ed Evans - 13th September 2018
Learn more about the new DB transfer-related features we’ve added to the Genovo suitability report app. in response to the FCA Policy Statement 18/6 including APTA and Transfer Value Comparator (TVC) functionality.
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How much information about a client’s circumstances should you include in a suitability report?
Kate Wells - 18th September 2017
There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.
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How signposting can help control the length of your suitability reports
Kate Wells - 20th June 2017
Learn how you can easily signpost to third party documents within Genovo to help control the length of your suitability reports.
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Rory Percival: What you should and shouldn’t be including in your suitability reports
Ed Evans - 23rd July 2015
You’ve probably noticed of late that Rory Percival, FCA Technical Specialist, appears to have been on a one-man mission to dispel some of the myths that have grown up surrounding suitability reports, and provide some much needed guidance on what should and shouldn’t be included within them….
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Do you need to include other products considered but discounted in your suitability reports?
Ed Evans - 1st June 2015
Whether suitability reports should include a summary of all possible products that could in theory have met the client’s objectives together with the reasons why they were not recommended has been hotly debated amongst advisers, paraplanners and compliance officers for many years now.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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