Financial Planning Tips Archives

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.

Reusable, Repeatable Reports

Simon Large - 7th March 2022

With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.

How to write a Drawdown Review report

Nigel Ogram - 14th February 2022

This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report

How Genovo can help you meet some of the requirements of the Pension Transfer Gold Standard

Richard Lent - 5th August 2019

Find out how Genovo can help you meet the Personal Finance Society’s Pension Transfer Gold Standard

The Money Purchase Annual Allowance: Think twice before using pension flexibility

Mike Malkiewicz - 10th October 2017

Unintentional impact of the money purchase annual allowance and the importance of receiving financial advice.

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.

Income Drawdown- Exploring Different Pension Withdrawal Strategies

Mike Malkiewicz - 19th January 2016

In the first of our guest blogs, Mike Malkiewicz of Clear Paraplanning explores the different strategies that he is currently aware of for managing income drawdown in the hope that it might spark some reaction and “out of the box” thinking!