How to write a report recommending a purchased life annuity
Nigel Ogram - 6th April 2026
In this month’s User Tip, Nigel explains how you can recommend a Purchased Life Annuity through Genovo.
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Genovo Suitability Report 2026-27 Tax Year Updates
Team Genovo - 5th April 2026
We’re delighted to announce that Genovo has already been updated to reflect all the changes to allowances, tax rates and reliefs in readiness for the 2026-27 tax year – so all you’re going to need to concern yourself with on your return from the Easter break is who’s going to eat the last Easter egg! […]
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How to write a drawdown transfer report
Nigel Ogram - 9th March 2026
In this month’s User Tip, Nigel explains how Genovo handles writing a drawdown transfer report
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Genovo now integrates with 4admin
Team Genovo - 9th February 2026
Learn more about our integration with 4admin, the Letter of Authority (LOA) management tool.
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How to write a report recommending a new investment is placed into trust
Nigel Ogram - 9th February 2026
In this month’s User Tip, Nigel explains how Genovo handles placing your client’s investments into a trust
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Our AI-powered Gena report creation method just got even better!
Team Genovo - 15th January 2026
Learn more about all the enhancements and new features we’ve added to our AI-powered Gena report creation method.
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How Genovo helps you deliver clear, concise, consistent and compliant charges disclosure
Nigel Ogram - 12th January 2026
In this month’s User Tip, Nigel explains how Genovo handles inputting and displaying charges in a client friendly manner
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How to spend less time entering plan charges in Genovo
Nigel Ogram - 10th November 2025
In this month’s User Tip, Nigel guides you through how you can easily and simply add plan charges into your Suitability Reports
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Genovo Suitability Report New Features & Updates (2.7) October 2025
Ed Evans - 16th October 2025
Learn more about all the new features we’ve added to Genovo as part of 2.7.
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How you can customise your Genovo account to reflect your company branding and content preferences
Nigel Ogram - 7th October 2025
In this month’s User Tip, Nigel guides you through how you can customise Genovo with your company’s own branding.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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