FCA Guidance – Budget Pension Reforms
Ed Evans - 10th April 2014
In light of the pension reforms announced in the recent Budget, the FCA has released guidance on how to advise clients making retirement income decisions in the run-up to April 2015.
Read more >FCA Positive Compliance Seminars – Suitability Report Guidance
Ed Evans - 3rd April 2014
23 key points from the FCA’s Positive Compliance seminars impacting the content and format of your suitability reports.
Read more >Join Beta Testing and Get a Years Free Subscription to The Genovo Suitability Report Software
Ed Evans - 11th February 2014
We’re looking for a broad range of financial planners and paraplanners to beta-test our brand new suitability report software. All beta-testers will receive up to a year’s free subscription to Genovo, as well as the opportunity to influence the final product and become an early adopter of the latest developments in online document generation.
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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