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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.

    Read more >

    Free suitability report template

    Learn how to make your reports more reader-friendly and engaging.

    Free Suitability Report Template

    Suitability report best practice guide

    Download the interactive guide and follow our 9 steps to better suitability reports.

    Suitability report best practice guide

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