The iO API is not currently extensive enough to populate all of the Genovo plan-related fields. However, it does cover a significant number of the client and plan-related fields you'll find in Genovo, and iO are regularly updating their API so more fields are likely to become available in time. Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent iO field mapping as well as any 'translation' of iO data that’s performed.


Review of Your Existing Investments


Step: Plan Summary


Genovo FieldiO Data
OwnershipOwner(s)
InvestmentPlan type
ProviderProduct provider
Policy NumberPolicy number
Amount InvestedAggregate of all lump sum contributions including top-ups
Start DateStart date
Monthly SavingCurrent monthly contribution
Fund ValueLatest valuation
Encashment / Transfer ValueLatest surrender / transfer valuation
Valuation DateValuation date
IncomeMost current regular withdrawal
Income FrequencyFrequency of above withdrawal
For each underlying holding that makes up the plan's investment strategy
Investment NameFund / Equity Name
SectorSector
Amount £Value
Allocation %% Holding


Only plans with the following Plan Stati show in the search results:

  • In Force
  • Paid up


Review of Your Existing Pension Plans

 

Step: Plan Summary


Genovo FieldiO Data
OwnershipOwner(s)
Pension TypePlan type
ProviderProduct provider
Policy NumberPolicy number
Amount InvestedAggregate of all lump sum contributions including top-ups
Start DateStart date
Gross Monthly Personal ContributionCurrent monthly personal contribution
Gross Monthly Employer ContributionCurrent monthly employer contribution
Fund ValueLatest valuation
Transfer ValueLatest surrender / transfer valuation
Valuation DateValuation date
Normal Retirement DateEnd Date
For each underlying holding that makes up the plan's investment strategy
Investment NameFund / Equity Name
SectorSector
Amount £Value
Allocation %% Holding


Only plans with the following Plan Stati show in the search results:

  • In Force
  • Paid up


Step: Benefits & Features


Genovo FieldiO Data
Pension Contribution InsurancePremium Waiver/ WOC
Tax Free Cash In Excess of 25%
Enhanced Tax Free Cash
Death BenefitsReturn On Death Type
Terminal Bonus £EFI/Loyalty Bonus/Terminal Bonus
Text box at bottom of the step Options Available At Retirement
Amount of Enhanced Tax Free Cash
Other Benefits And/Or Material Features


Review of Your Existing Retirement Income Plans


Step: Plan Summary

 

Genovo FieldiO Data
OwnershipOwner(s)
SolutionPlan type
ProviderProduct provider
Policy NumberPolicy number
Amount InvestedAggregate of all lump sum contributions including top-ups
Start DateStart date
Gross Monthly Personal Contribution
Current monthly personal contribution
Crystallised Fund ValueLatest valuation of crystallised pension plans e.g. Income Drawdown
Uncrystallised Fund valueLatest valuation of uncrystallised pension plans e.g. PPP / SIPP
Transfer ValueLatest surrender / transfer valuation
Valuation DateValuation date
Current IncomeMost current regular withdrawal
Income FrequencyFrequency of above withdrawal
Maximum IncomeGAD / Maximum Income Limit (p.a.)
For each underlying holding that makes up the plan's investment strategy
Investment NameFund / Equity Name
SectorSector
Amount £Value
Allocation %% Holding


Only plans with the following Plan Stati show in the search results:

  • In Force
  • Paid up


Step: Benefits & Features


Genovo FieldiO Data
Death BenefitsReturn On Death Type
Terminal Bonus £EFI/Loyalty Bonus/Terminal Bonus
Text box at bottom of the step Other Benefits And/Or Material Features


Review of Your Existing Protection Plans


Step: Plan Summary

 

Genovo Field
iO Data
Policy HoldersOwner(s)
ProductPlan type
ProviderProduct provider
Policy NumberPolicy number
Start DateStart date
End DateEnd Date
Life Cover £Life Cover Sum Assured
Critical Illness Cover £Critical Illness Sum Assured
Annual Income Cover £Benefit Value expressed as an annual amount.
PremiumCurrent contribution
Premium FrequencyFrequency of above contribution
In Trust?In Trust


Only plans with the following Plan Stati show in the search results:

  • In Force
  • Paid up

Step: Benefits & Features

 

Genovo FieldiO Data
Waiver of PremiumPremium Waiver / WOC
IndexationIndex Type
Terminal Illness CoverTerminal Illness
Childrens BenefitChildrens Benefit
Conversion OptionConvertible
Renewal OptionRenewable
Deferment PeriodDeferred Period


Mortgage Recommendation

Step: New Mortgage Details

 

Genovo FieldiO Data
Property ValueProperty Valuation
Reason for MortgagePlan type
Mortgage TypePlan type
Repayment MethodRepayment Method
LenderProduct provider
Total Loan Amount (incl. all applicable fees) £Mortgage Amount
Loan to ValueLoan to Value
Term (years)Mortgage Term
Monthly RepaymentCurrent contribution
Interest Rate TypeInterest Type
Initial Interest Rate %Interest Rate
Term of Initial Interest RateFeature Expiry Date
Standard Variable Rate %Reversionary Rate %
Used for debt consolidation?Used for debt consolidation
Early Redemption ChargeRedemption Penalty: Terms, value and expiry date


Step: Current Mortgage Details

 

Genovo FieldiO Data
Repayment MethodRepayment Method
LenderProduct provider
Outstanding Loan Amount £Mortgage Amount
Remaining Term (years)Remaining Mortgage Term
Monthly RepaymentCurrent contribution
Interest Rate TypeInterest Type
Current Interest Rate %Interest Rate
Date Current Interest Rate ExpiresFeature Expiry Date
Standard Variable Rate %Reversionary Rate %
Early Redemption ChargeRedemption Penalty: Terms, value and expiry date


Only plans with the following Plan Stati show in the search results:

  • Draft
  • Submitted to Provider
  • Offer Made
  • In Force


You’ll notice that those fields within the Genovo app that are currently available via the iO API are clearly marked up with a green border so they are easily identified.


You'll find further information about the different plan types that are available in each review section of the Genovo app here.