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    How to write a pension decumulation report

    How to write a pension decumulation report

    Nigel Ogram - 20th June 2021

    Find out more about how to write a pension decumulation suitability report in Genovo.

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    How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

    How to write a basic suitability report recommending the bed and ISA of a client’s existing investment

    Ed Evans - 8th March 2021

    Learn how to quickly and effectively write a suitability report confirming the recommendation for the bed and ISA of a client’s existing investment within Genovo.

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    What are report templates (in the context of Genovo) and how is it best to use them?

    What are report templates (in the context of Genovo) and how is it best to use them?

    Kate Wells - 23rd June 2020

    Learn more about Genovo’s Report Template Library and how you can use report templates to speed up the report writing process and ensure greater consistency across your company.

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