Genovo Features

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Investment review and recommendations

A husband and wife are recommended to re-register existing investments and investment new monies into a model portfolio via a wrap.

Defined benefit pension transfer

An insistent client is recommended to take benefits from their defined benefit pension via flexi-access drawdown.

Money purchase pension switch

A client is recommended to consolidate two existing legacy pensions on a platform.

Money purchase pension switch

Mortgage & Protection Recommendation

A husband and wife are recommended a mortgage to facilitate the purchase of their new home and a suitable life policy to ensure the mortgage would be repaid in the event of their death.

Mortgage & Protection Recommendation

Annual Review

A husband and wife’s existing investment portfolio is reviewed in line with their service agreement.

Annual Review Report

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