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 to produce a suitability report advising a client on a pension sharing order
Richard Lent - 14th December 2020
A step-by-step guide to building a suitability report in Genovo advising your client on a pension sharing order.
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How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan
Richard Lent - 20th August 2020
A step-by-step guide to building a suitability report in Genovo recommending the consolidation of a client’s existing pensions or investments in another existing plan.
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