Latest news

How do I write a suitability report consolidating one or more existing plans into another existing plan?

Nigel Ogram - 12th June 2023

In this month’s User Tip blog, Nigel shows you how to write a suitability report to consolidate a client’s plans into an existing plan.

How do I write a suitability report covering the purchase of a commercial property via a SIPP or SSAS?

Nigel Ogram - 15th May 2023

In this month’s User Tip blog, Nigel shows you how to write a suitability report recommending the purchase of a commercial property via a SIPP/SSAS.

Genovo Suitability Report 2023-24 Tax Year Updates

Team Genovo - 5th April 2023

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2023-24 tax year.

How do I write a suitability report recommending the bed & ISA of a client’s existing investment?

Nigel Ogram - 3rd April 2023

In this month’s User Tip blog, Nigel looks at the different ways you can write a bed & ISA suitability report in Genovo.

How to easily add information about the FSCS into your Genovo reports

Nigel Ogram - 7th March 2023

In this month’s User Tip blog, Nigel guides you through how and when to incorporate information about the Financial Services Compensation Scheme in your suitability reports.

How to write a report in Genovo to recommend the purchase of a guaranteed lifetime annuity following a drawdown review

Nigel Ogram - 13th February 2023

Following on from last month’s User Tip blog about writing a guaranteed annuity report from an uncrystallised pension, Nigel explains how to write a guaranteed lifetime annuity report following a drawdown review.

How to write a suitability report in Genovo to recommend the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund

Ed Evans - 6th January 2023

In this month’s user tip blog, Ed provides you with a step-by-step guide on how to tackle writing a suitability report recommending the purchase of a guaranteed lifetime annuity from an uncrystallised pension fund.

Genovo Suitability Report Advice Options and Reasons Enhancements December 2022

Team Genovo - 15th December 2022

In the final instalment of our Consumer Duty spring-clean we’ve reviewed all of the advice options and reasons in Genovo.

How Genovo can help you meet the requirements of Consumer Duty

Nigel Ogram - 18th November 2022

In this month’s user tip blog, Nigel walks you through how Genovo helps you fulfil the requirements set out by the Consumer Duty.

Are you using the Investment Library to help speed up the report writing process and promote consistent advice outcomes throughout your company?

Ed Evans - 13th October 2022

In this month’s user tip blog, Ed walks you through how the Investment Library can save you a significant time when it comes to writing your suitability reports.