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
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?
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.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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