Suitability Report Best Practice Archives

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.

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

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.

How to customise how the regulatory documents are referenced in your suitability reports

Kate Wells - 17th March 2018

Within Genovo, the Regulatory Dates step is automatically included within the Introduction section of a suitability report as standard. It provides the option for you to record the date the client was provided with various regulatory documents.

Genovo Suitability Report New Features & Updates December 2017

Team Genovo - 7th December 2017

Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

Genovo – Our response to MiFID II

Ed Evans - 14th November 2017

What impact will MiFID II have on suitability reports and how can Genovo help you to address them.

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.

What does a good suitability report look like?

Mike Malkiewicz - 11th September 2017

In this month’s guest blog Mike Malkiewicz of Clear Paraplanning explores what a good suitability report should look like by sharing some hints and tips from his previous experiences.