Genovo Suitability Report New Features & Updates July 2016
Team Genovo - 7th July 2016
Learn more about the defined benefit pension transfer features including insistent client options we’ve added to the Genovo Suitability Report app
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Genovo Suitability Report New Features & Updates June 2016
Team Genovo - 9th June 2016
Learn more about the enhancements we’ve made to the Investment Library of the Genovo suitability report app
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Genovo Suitability Report New Features & Updates April 2016
Team Genovo - 21st April 2016
Learn more about the enhanced trust-related functionality we’ve added to the Genovo suitability report app
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Genovo Suitability Report 2016-17 Tax Year Updates
Team Genovo - 5th April 2016
See all the updates we’ve applied to the Genovo suitability report app for the 2016/17 tax year.
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Genovo Suitability Report New Features & Updates March 2016
Team Genovo - 11th March 2016
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
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Genovo Suitability Report New Features & Updates January 2016
Team Genovo - 28th January 2016
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
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Income Drawdown- Exploring Different Pension Withdrawal Strategies
Mike Malkiewicz - 19th January 2016
In the first of our guest blogs, Mike Malkiewicz of Clear Paraplanning explores the different strategies that he is currently aware of for managing income drawdown in the hope that it might spark some reaction and “out of the box” thinking!
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Xmas Bonus Release: Genovo New Features
Team Genovo - 16th December 2015
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
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Genovo New Features & Updates
Team Genovo - 25th November 2015
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
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Genovo New Features & Updates
Team Genovo - 24th September 2015
Here’s a summary of the new updates and features that we’ve just applied to the Genovo suitability report app.
Read more >Free suitability report template
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Suitability report best practice guide
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