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    How to write a suitability report in Genovo to recommend the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund

    How to write a suitability report in Genovo to recommend the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund

    Ed Evans - 6th January 2023

    In this month’s user tip blog, Ed provides you with a step-by-step guide on how to tackle writing a suitability report recommending the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund.

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    How Genovo can help you meet the requirements of Consumer Duty

    How Genovo can help you meet the requirements of Consumer Duty

    Nigel Ogram - 18th November 2022

    In this month’s user tip blog, Nigel walks you through how Genovo helps you fulfil the requirements set out by the Consumer Duty.

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    Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?

    Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?

    Ed Evans - 13th October 2022

    In this month’s user tip blog, Ed walks you through how the Investment Library can save you a significant time when it comes to writing your suitability reports.

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    How Genovo handles Additional Permitted Subscriptions

    How Genovo handles Additional Permitted Subscriptions

    Nigel Ogram - 26th September 2022

    In this months user tip blog, Nigel walks you through how to write a suitability report for Additional Permitted Subscriptions.

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    How Genovo handles client specific content

    How Genovo handles client specific content

    Simon Large - 29th August 2022

    In this months User Tip blog, Simon explains how the Genovo HTML Editor can help to make your suitability reports even more personalised.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part III

    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.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    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.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I

    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.

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    Personalising your suitability reports using advice options and reasons

    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.

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    Reusable, Repeatable Reports

    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.

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