Genovo Suitability Report New Features & Updates January 2016

Team Genovo

Here’s a summary of the new updates and features you’ll discover the next time you log in to the Genovo suitability report app.

App

Module	Feature	Update / Enhancement
Client Library	Add / Edit Private Client	We've added the following new field: Include Vulnerable Client Text?
Attitude to Risk Profiles Library	New ATR Profiles	We've added the FE Analytics (1-6 scale) ATR profiles. We've updated the Distribution Technology (Verbatim) ATR Profiles.

Section Wizards

Section(s)	Step(s)	Update / Enhancement
Review of Existing Retirement Income Plans	Plan Summary	We've added the following new fields: Gross Personal Contribution Frequency
Review of Existing Pension Plans	Recommended Action	We've added a new advice reason for use with top-ups and carry forward.
Review of Existing Pension Plans	Recommended Action	We've added a new Recommended Action: "certify" for use when recommending the certification of an existing pension scheme ahead of the company's AE Staging Date.
Pension Benefits Recommendation	Plan Summary	We've added the following new fields: Gross Personal Contribution Frequency
Pension Recommendation	Plan Summary	We've added a new field to Add / Edit Plan: Is any unused annual allowance being carried forward?
Important Information	Adviser Remuneration	We've added the following options to the Type of Advice field: Financial Planning Research & Analysis Implementation

Report Content Manager

Section	Snippet Name	Update / Enhancement
Introduction	Client Background	We've split out the Further Client Info text {Intro_FurtherClientInfo} from the Client Table {Intro_ClientTable} so these can be rendered separately if the user prefers.
Introduction	Vulnerable Client	This is a new snippet that will be automatically inserted into your report when "vulnerable client" is selected in the Add / Edit Private Client page.
Appendix - Technical Info	Long Term Care Planning	We've added a link to the Info4Care website.
Appendix - Technical Info	Carry Forward Text	This snippet will be automatically inserted in the Pensions Technical Notes when carry forward is recommended in the pension review and / or recommendation sections.
Appendix - Technical Info	Auto Enrolment	We've updated this snippet.

Please remember the changes we make to the report template will only take effect in your reports automatically if the Genovo version of the snippet is selected as active in your Report Content Manager (it is by default).  For more information about the Report Content Manager and updating of snippets check out the Genovo Knowledge Base.

Let us know what you think

If you’ve got any suggestions – no matter how big or small – as to how we can improve Genovo or there’s a new feature you’d like to see added, we’d love to hear from you. Send us a message with your thoughts and we promise we’ll get back to you.

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