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.
Read more >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.
Read more >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.
Read more >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.
Read more >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.
Read more >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 >