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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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    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 our free guide on how to structure your suitability reports.

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