suitability report Archives

How to write a report consolidating one or more existing pension plans into a new pension plan

Nigel Ogram - 10th June 2025

In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions into a new pension

How to write a report consolidating one or more existing pension plans into another existing pension plan

Nigel Ogram - 13th May 2025

In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions

Genovo Suitability Report New Features & Updates April 2025

Ed Evans - 29th April 2025

Learn more about our brand new Report Editor functionality as we continue our mission to realise the most comprehensive and fully-integrated suitability report writing solution.

How to re-order content in a Genovo report

Nigel Ogram - 7th April 2025

In this month’s User Tip, Nigel walks you through how to re-order the content in Genovo so that you can present information how you want

Genovo Suitability Report 2025-26 Tax Year Updates

Team Genovo - 5th April 2025

A summary of the updates that have been applied to the Genovo suitability report app in readiness for the 2025-26 tax year.

How to customise the footer of your reports

Nigel Ogram - 10th March 2025

In this month’s User Tip, Nigel walks you through how to make the most of customising your report footers, a new piece of user functionality.

How to write a Top up / Bed & ISA report in less than 8 minutes in Genovo

Nigel Ogram - 28th February 2025

How long does it take to write a Top up / Bed & ISA Report? Well in Genovo, it’s less time than you’d think!

How to use the Plan Charges Profiles Library to auto-populate the Plan Charges step and speed up the report building process

Nigel Ogram - 11th February 2025

Following on from last month’s User Tip on how to present plan charges in Genovo, this month, Nigel walks you through how to auto-populate plan charges within your suitability reports.