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.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 3
Richard Lent - 18th May 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 2
Richard Lent - 4th May 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
Read more >How does Genovo help you fulfil the FCA’s expectations when recommending replacement business – Part 1
Richard Lent - 20th April 2020
Learn more about how Genovo can be used to help you fulfil the FCA’s expectations when recommending replacement business.
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