Latest news

How to update the table of contents in Word

Kate Wells - 16th February 2018

Learn how to update the table of contents once you have downloaded your Genovo suitability report to Word.

Introducing our new video tutorials

Kate Wells - 22nd January 2018

Our brand new video tutorials cover everything you need to know about the Genovo suitability report app, from how to manage your account and write a report, to how to customise the content of your report template.

Genovo Suitability Report New Features & Updates December 2017

Team Genovo - 7th December 2017

Learn about the new features we’ve added to Genovo in readiness for MiFID II, including a new Aggregated Total Charge as well as other general enhancements.

4 Quick and easy tips to make your tables look even better in Genovo

Kate Wells - 20th November 2017

Learn how to customise the look and feel of your tables, and make them look good in your Genovo suitability reports.

Genovo – Our response to MiFID II

Ed Evans - 14th November 2017

What impact will MiFID II have on suitability reports and how can Genovo help you to address them.

How to include the current investment strategy of an existing plan in your suitability report

Kate Wells - 31st October 2017

Learn how you can include details of the underlying investment(s) that a client’s existing plan (e.g. pension / investment) is invested into in your suitability reports.

Genovo Suitability Report New Features & Updates October 2017

Team Genovo - 23rd October 2017

Learn more about the new features we’ve added to Genovo including revamped client-focused objectives, new Beneficiary Drawdown, Inheritance ISA and Purchase Life Annuity options, to name but a few.

The Money Purchase Annual Allowance: Think twice before using pension flexibility

Mike Malkiewicz - 10th October 2017

Unintentional impact of the money purchase annual allowance and the importance of receiving financial advice.

How much information about a client’s circumstances should you include in a suitability report?

Kate Wells - 18th September 2017

There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. To add a little spice to this month’s user tip I’ve highlighted two slightly different viewpoints.

What does a good suitability report look like?

Mike Malkiewicz - 11th September 2017

In this month’s guest blog Mike Malkiewicz of Clear Paraplanning explores what a good suitability report should look like by sharing some hints and tips from his previous experiences.