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.
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.
Read more >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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