How to write a Top up / Bed & ISA report in less than 8 minutes in Genovo
Nigel Ogram - 28th February 2025
How long does it take to write a Top up / Bed & ISA Report? Well in Genovo, it’s less time than you’d think!
Read more >
How to use the Plan Charges Profiles Library to auto-populate the Plan Charges step and speed up the report building process
Nigel Ogram - 11th February 2025
Following on from last month’s User Tip on how to present plan charges in Genovo, this month, Nigel walks you through how to auto-populate plan charges within your suitability reports.
Read more >
How to write a drawdown review report in less than 9 minutes in Genovo
Nigel Ogram - 20th January 2025
How long does it take to write a Drawdown Review Report? Well in Genovo, it’s less time than you’d think!
Read more >
How does Genovo stack up against the PFS Suitability Report Writing Guide?
Nigel Ogram - 15th July 2024
Nigel puts his money where his (not so quiet) mouth is and takes a deep dive into the PFS suitability report writing guide to see how Genovo stacks up.
Read more >
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.
Read more >
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.
Read more >
How Genovo handles Additional Permitted Subscriptions
Nigel Ogram - 26th September 2022
In this months user tip blog, Nigel walks you through how to write a suitability report for Additional Permitted Subscriptions.
Read more >
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.
Read more >
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.
Read more >
How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
Richard Lent - 15th May 2019
Find out more about how Genovo’s new Review Report 2.0 and Continued Suitability Report help you meet your obligations for disclosing ‘ex-ante’ and / or ‘ex-post’ charges.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
Categories
- All articles
- Budget updates
- FCA Guidance
- Financial Planning Tips
- Genovo New Features & Updates
- Guest Blog
- Industry Comment
- Integrations
- MiFID II
- Our News
- Security
- Suitability Report Best Practice
- Tax Year Updates
- Uncategorised
- User Tips
- Word Tips