How much information about a client’s circumstances should you include in a suitability report?
Nigel Ogram - 7th September 2026
There are many opinions on how to discus client circumstances in a Suitability Report, thankfully Genovo is customisable enough to accommodate all of them. This article highlights how.
Read more >
Options for managing users in Genovo
Nigel Ogram - 10th August 2026
There’s a range of options when it comes to managing your users in Genovo, but that doesn’t mean that it has to be complicated – this User Tip guides you through how Genovo handles it
Read more >
How to write a report recommending a structured investment product as part of a revised investment strategy for an existing plan
Nigel Ogram - 6th July 2026
In this month’s User Tip, Nigel explains how you can include a Structured Product as part of a revised investment strategy
Read more >
How to write a report recommending a structured product as part of the recommended investment strategy of a new plan recommendation
Nigel Ogram - 8th June 2026
In this month’s User Tip, Nigel explains how you can include a Structured Product as part of your Recommended Investment Strategy
Read more >
How to write a report in Genovo recommending a new standalone structured investment product
Nigel Ogram - 11th May 2026
In this month’s User Tip, Nigel explains how you can recommend that your client purchases a structured investment product
Read more >
How to write a report recommending a purchased life annuity
Nigel Ogram - 6th April 2026
In this month’s User Tip, Nigel explains how you can recommend a Purchased Life Annuity through Genovo.
Read more >
How to write a drawdown transfer report
Nigel Ogram - 9th March 2026
In this month’s User Tip, Nigel explains how Genovo handles writing a drawdown transfer report
Read more >
How to write a report recommending a new investment is placed into trust
Nigel Ogram - 9th February 2026
In this month’s User Tip, Nigel explains how Genovo handles placing your client’s investments into a trust
Read more >
How Genovo helps you deliver clear, concise, consistent and compliant charges disclosure
Nigel Ogram - 12th January 2026
In this month’s User Tip, Nigel explains how Genovo handles inputting and displaying charges in a client friendly manner
Read more >
How to spend less time entering plan charges in Genovo
Nigel Ogram - 10th November 2025
In this month’s User Tip, Nigel guides you through how you can easily and simply add plan charges into your Suitability Reports
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.
Categories
- All articles
- Budget updates
- FCA Guidance
- Financial Planning Tips
- Gena
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips