How to write a Top up / Bed & ISA report in less than 8 minutes in Genovo
Nigel Ogram - 28th February 2025
How long does it take to write a Top up / Bed & ISA Report? Well in Genovo, it’s less time than you’d think!
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How to write a drawdown review report in less than 9 minutes in Genovo
Nigel Ogram - 20th January 2025
How long does it take to write a Drawdown Review Report? Well in Genovo, it’s less time than you’d think!
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How to write a Continued Suitability Report in less than 5 minutes in Genovo
Nigel Ogram - 7th October 2024
Just how fast can you create a MiFID II compliant continued suitability report? No need to ask ChatGPT, just watch our 5 minute video.
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How does Genovo stack up against the PFS Suitability Report Writing Guide?
Nigel Ogram - 15th July 2024
Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.
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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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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 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
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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
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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 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.
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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