User Tips Archives

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.

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.