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
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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
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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
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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.
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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
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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
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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
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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
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How you can customise your Genovo account to reflect your company branding and content preferences
Nigel Ogram - 7th October 2025
In this month’s User Tip, Nigel guides you through how you can customise Genovo with your company’s own branding.
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Discover how Genovo can help you to implement a more joined up and secure report writing process within your financial planning practice
Nigel Ogram - 8th September 2025
In this month’s User Tip, Nigel tells the story of how the new Report Editor functionality can lead to a fairy tale ending
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