Find news about our new features & updates, as well as user tips and articles on suitability report best practice

    Please subscribe below to receive our news & updates alerts straight to your inbox:

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    How can I manage existing report sections or add custom sections in Genovo?

    How can I manage existing report sections or add custom sections in Genovo?

    Nigel Ogram - 11th June 2024

    Following a brief hiatus as we got Genovo v2 ready, we are once more kicking off our series of User Tip blogs. This month, Nigel explains a brand new feature – the Report Section Manager.

    Read more >

    How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

    How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

    Nigel Ogram - 13th November 2023

    In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.

    Read more >

    How to write a suitability report advising a client on a pension sharing order

    How to write a suitability report advising a client on a pension sharing order

    Nigel Ogram - 3rd October 2023

    In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.

    Read more >

    How do I write a fund switch report in Genovo?

    How do I write a fund switch report in Genovo?

    Nigel Ogram - 11th September 2023

    In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.

    Read more >

    Everything you need to know about investment strategies in Genovo, and more…

    Everything you need to know about investment strategies in Genovo, and more…

    Nigel Ogram - 4th August 2023

    In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!

    Read more >

    How do I write a suitability report advising on beneficiary drawdown?

    How do I write a suitability report advising on beneficiary drawdown?

    Nigel Ogram - 7th July 2023

    In this month’s User Tip blog, Nigel shows you how to write a suitability report advising on beneficiary drawdown.

    Read more >

    How do I write a suitability report consolidating one or more existing plans into another existing plan?

    How do I write a suitability report consolidating one or more existing plans into another existing plan?

    Nigel Ogram - 12th June 2023

    In this month’s User Tip blog, Nigel shows you how to write a suitability report to consolidate a client’s plans into an existing plan.

    Read more >

    How do I write a suitability report covering the purchase of a commercial property via a SIPP or SSAS?

    How do I write a suitability report covering the purchase of a commercial property via a SIPP or SSAS?

    Nigel Ogram - 15th May 2023

    In this month’s User Tip blog, Nigel shows you how to write a suitability report recommending the purchase of a commercial property via a SIPP/SSAS.

    Read more >

    How do I write a suitability report recommending the bed & ISA of a client’s existing investment?

    How do I write a suitability report recommending the bed & ISA of a client’s existing investment?

    Nigel Ogram - 3rd April 2023

    In this month’s User Tip blog, Nigel looks at the different ways you can write a bed & ISA suitability report in Genovo.

    Read more >

    How to easily add information about the FSCS into your Genovo reports

    How to easily add information about the FSCS into your Genovo reports

    Nigel Ogram - 7th March 2023

    In this month’s User Tip blog, Nigel guides you through how and when to incorporate information about the Financial Services Compensation Scheme in your suitability reports.

    Read more >

    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

    Categories

    Follow Genovo