User Tips Archives

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.

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.

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.

How to write a report in Genovo to recommend the purchase of a guaranteed lifetime annuity following a drawdown review

Nigel Ogram - 13th February 2023

Following on from last month’s User Tip blog about writing a guaranteed annuity report from an uncrystallised pension, Nigel explains how to write a guaranteed lifetime annuity report following a drawdown review.

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.

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.

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.

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.

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.

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.