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    Personalising your suitability reports using advice options and reasons

    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

    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

    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

    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

    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.

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    Genovo Suitability Report New Features & Updates December 2017

    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.

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    Genovo – Our response to MiFID II

    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.

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    How much information about a client’s circumstances should you include in a suitability report?

    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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    What does a good suitability report look like?

    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.

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    How signposting can help control the length of   your suitability reports

    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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