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    Genovo Review Report 2.0 New Features & Updates July 2022

    Genovo Review Report 2.0 New Features & Updates July 2022

    Team Genovo - 19th July 2022

    Learn more about the changes we’ve made to our Review Report 2.0 to make the review process even more efficient for you, and clearer for your clients.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part III

    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.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part II

    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.

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    Genovo Suitability Report Content Enhancements May 2022

    Genovo Suitability Report Content Enhancements May 2022

    Team Genovo - 31st May 2022

    Continuing with our spring clean of the Genovo suitability report content we’ve reviewed the content of all the other snippets in all the other sections.

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    How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part I

    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.

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    Genovo Suitability Report Risk Warnings Updates April 2022

    Genovo Suitability Report Risk Warnings Updates April 2022

    Team Genovo - 28th April 2022

    We’re having a bit of a spring clean here at Genovo. Carrying on from the updates we applied at the turn of the tax year we’ve since turned our attention to risk warnings.

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    Personalising your suitability reports using advice options and reasons

    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.

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    Genovo Suitability Report 2022-23 Tax Year Updates

    Genovo Suitability Report 2022-23 Tax Year Updates

    Team Genovo - 5th April 2022

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2022-23 tax year.

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    Reusable, Repeatable Reports

    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.

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    How to write a Drawdown Review report

    How to write a Drawdown Review report

    Nigel Ogram - 14th February 2022

    This month, our resident decumulation expert, Nigel Ogram, guides you through the process of writing a drawdown review report

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