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

    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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    New Features & Updates September 2020 – Safeguarded Benefits & ‘Abridged Advice’

    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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    How to produce a suitability report recommending the consolidation of a client’s existing pensions or investments in another existing plan

    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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