How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part III
Simon Large - 19th July 2022
In the final part of his User Tip trilogy on how to write a replacement business report in Genovo, Simon looks at the Plan Comparisons steps. It is within these steps that a user is prompted to compare the charges, performance and, in the instance of pensions, the death benefits of the client’s existing and recommended alternative plan.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II
Simon Large - 17th June 2022
In the second part of his User Tip blog on how to write a replacement business reports in Genovo, Simon looks at how to add details of the existing plan.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I
Simon Large - 23rd May 2022
In this month’s User Tip blog, Simon walks you through how to write personalised and compliant suitability reports for replacement business.
Read more >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.
Read more >Reusable, Repeatable Reports
Simon Large - 7th March 2022
With ISA season looming, this month’s user tip blog is dedicated to showing you how to use report templates to produce your reports in a swifter, more efficient way.
Read more >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
Read more >Setting up Your Genovo Account as Optimally as Possible for the Start of the New Year
Simon Large - 10th January 2022
Start your New Year by learning how to write Optimal Suitability Reports with the Genovo App
Read more >2FA, or not 2FA, that is the question.
Simon Large - 19th November 2021
Should you activate 2FA within the Genovo app? Yes, yes you should and here’s why…
Read more >Overview of Genovo’s Report Types
Kate Wells - 25th October 2021
Learn more about what can be covered off in a particular report type and how how each report type been designed to cater for a slightly different advice scenario.
Read more >An Overview of Genovo’s 3 Report Creation Methods
Kate Wells - 17th September 2021
Learn more about the different methods you can use to create the initial framework for a report in Genovo to help make your report writing process even more efficient.
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