User Tips Archives

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.

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.

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.

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.

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.

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

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

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…

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.

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.