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    Genovo Suitability Report 2024-25 Tax Year Updates

    Genovo Suitability Report 2024-25 Tax Year Updates

    Team Genovo - 5th April 2024

    A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2024-25 tax year.

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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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    How to write a suitability report advising a client on a pension sharing order

    How to write a suitability report advising a client on a pension sharing order

    Nigel Ogram - 3rd October 2023

    In this month’s User Tip blog, Nigel guides you through how to write a suitability report for a pension sharing order in Genovo.

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    How do I write a fund switch report in Genovo?

    How do I write a fund switch report in Genovo?

    Nigel Ogram - 11th September 2023

    In this month’s User Tip blog, Nigel guides you through the most efficient way to write a simple fund switch report in Genovo.

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    Everything you need to know about investment strategies in Genovo, and more…

    Everything you need to know about investment strategies in Genovo, and more…

    Nigel Ogram - 4th August 2023

    In this month’s User Tip blog, Nigel explains everything you could ever need to know about investment strategies in Genovo, and more!

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    How do I write a suitability report advising on beneficiary drawdown?

    How do I write a suitability report advising on beneficiary drawdown?

    Nigel Ogram - 7th July 2023

    In this month’s User Tip blog, Nigel shows you how to write a suitability report advising on beneficiary drawdown.

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

    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.

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

    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.

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

    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.

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

    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.

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    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download our free guide on how to structure your suitability reports.

    Suitability report best practice guide

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