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.
Read more >New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’
Richard Lent - 21st September 2020
Learn more about the new features we’ve added to Genovo including a new abridged advice summary for use with DB pensions.
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