Not all of the Genovo plan-related fields are currently available via the iO API. Below is a summary of the fields that are currently integrated within each review section, showing the equivalent iO field mapping as well as any 'translation' of iO data that’s performed.

 

Review of Your Existing Investments


Genovo FieldiO Data
OwnershipOwner(s)
InvestmentPlan type
ProviderProduct provider
Policy NumberPolicy number
Amount InvestedAggregate of all lump sum investments
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


Review of Your Existing Pension Plans

 

Genovo FieldiO Data
OwnershipOwner(s)
Pension TypePlan type
ProviderProduct provider
Policy NumberPolicy number
Amount InvestedAggregate of all lump sum investments
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


Review of Your Existing Retirement Income Plans

 

Genovo FieldiO Data
OwnershipOwner(s)
SolutionPlan type
ProviderProduct provider
Policy NumberPolicy number
Amount InvestedAggregate of all lump sum investments
Start DateStart date
Crystallised Fund ValueLatest valuation
Transfer ValueLatest surrender / transfer valuation
Valuation DateValuation date
Gross Personal ContributionCurrent regular personal contribution
FrequencyFrequency of above contribution
IncomeMost current regular withdrawal
Income FrequencyFrequency of above withdrawal


Review of Your Existing Protection Plans

 

Genovo FieldiO Data
Policy HoldersOwner(s)
ProductPlan type
ProviderProduct provider
Policy NumberPolicy number
Start DateStart date
End DateEnd date
PremiumCurrent contribution
Premium FrequencyFrequency of above contribution


Mortgage Recommendation - New Mortgage Details

 

Genovo FieldiO Data
Property ValueProperty Valuation
Reason for MortgagePlan type
Mortgage TypePlan type
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
Early Redemption ChargeRedemption Penalty: Terms, value and expiry date


Mortgage Recommendation - Current Mortgage Details

 

Genovo FieldiO Data
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
Early Redemption ChargeRedemption Penalty: Terms, value and expiry date


 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.