Lets face it - life is busy enough, and sometimes you want to just jump right in and see the end results without investing too much time in learning what you need to do to get there! Hence why your Genovo account comes pre-loaded with the following report templates that you can use:

  1. As the basis for creating a new report
  2. As the basis for creating your own template; and
  3. As example reports to aid your understanding of the kind of information you need to include within the different report types, and to see how a finished report may look once it’s been downloaded to Word.

Template NameReport Type
Genovo Example: Bed & ISA GIATop-up / Bed & ISA Report
Genovo Example: Confirm continued suitability of client's plansContinued Suitability Report
Genovo Example: Consolidate client's existing pensionsSuitability Report
Genovo Example: DB pension abridged adviceSuitability Report
Genovo Example: DB pension transfer recommendationSuitability Report
Genovo Example: Drawdown reviewReview Report 2.0
Genovo Example: Equity release recommendationSuitability Report
Genovo Example: Group life protection schemeSuitability Report
Genovo Example: Holistic annual review of client's circumstances, ATR, objectives and plansReview Report 2.0
Genovo Example: Remortgage with new protection planSuitability Report
Genovo Example: Review client's existing investments with new recommendationSuitability Report
Genovo Example: Switch investment strategy of client's existing pensionFund Switch Report

Genovo Example: Take benefits from a crystallised pension fund via an annuity following a drawdown review

Review Report 2.0

Genovo Example: Take benefits from an uncrystallised pension fund via a guaranteed lifetime annuity

Suitability Report
Genovo Example: Take taxable lump sum only from existing uncrystallised pension planSuitability Report
Genovo Example: Take TFC and income having consolidated existing uncrystallised pension plansSuitability Report
Genovo Example: Take TFC only from existing uncrystallised pension planSuitability Report
Genovo Example: Top-up a client's existing ISATop-up / Bed & ISA Report

From within your Report Template Library, you can download a Genovo template and view its content in Word by clicking the Download template icon. 

To edit the content of a Genovo template, you will, in the first instance, need to create your own copy of the template by cloning the Genovo version. An exact copy of the Genovo template prefixed with the words "Copy of..." will be created under 'Your templates' which you can then view, edit and downloaded it by clicking on the template name

You will then be directed to the Report Template Builder which may look something like this.