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    How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

    How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

    Nigel Ogram - 13th November 2023

    In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.

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