Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Xplan field mapping as well as any 'translation' of Xplan data that’s performed.
Review of Your Existing Investments
| Genovo Field | Xplan Data |
|---|---|
| Ownership | Owner(s) |
| Investment | Plan type |
| Provider | Provider |
| Policy Number | Policy number |
| Amount Invested | Initial value |
| Start Date | Purchase date |
| Fund Value | Current value |
| Valuation Date | Valuation date |
For each underlying holding that makes up the plan's linked portfolio account | |
| Investment Name | Fund / Equity Name |
| Amount £ | Market Value |
| Allocation % | Percentage |
Review of Your Existing Pension Plans
| Genovo Field | Xplan Data |
|---|---|
| Ownership | Owner |
| Pension Type | Plan type |
| Provider | Provider |
| Policy Number | Policy number |
| Start Date | Start date |
| Gross Monthly Personal Contribution | Current employee gross monthly contribution |
| Gross Monthly Employer Contribution | Current employer gross monthly contribution |
| Fund Value | Fund Value |
| Valuation Date | Valuation date |
For each underlying holding that makes up the plan's linked portfolio account | |
| Investment Name | Fund / Equity Name |
| Amount £ | Market Value |
| Allocation % | Percentage |
Review of Your Existing Retirement Income Plans
| Genovo Field | Xplan Data |
|---|---|
| Ownership | Owner (pension & retirement income plan) |
| Solution | Plan type (pension & retirement income plan) |
| Provider | Provider (pension & retirement income plan) |
| Policy Number | Policy number (pension & retirement income plan) |
| Start Date | Start date (pension plan only) |
| Uncrystallised Fund Value | Fund value (pension plan only) |
| Valuation Date | Valuation date (pension plan only) |
| Gross Personal Contribution | Current employee gross contribution (pension plan only) |
| Frequency | Frequency of above contribution (pension only) |
| Current Income | Income amount (retirement income plan only) |
| Income Frequency | Frequency of above income (retirement income plan only) |
For each underlying holding that makes up the plan's linked portfolio account (pension only) | |
| Investment Name | Fund / Equity Name |
| Amount £ | Market Value |
| Allocation % | Percentage |
Review of Your Existing Protection Plans
| Genovo Field | Xplan Data |
|---|---|
| Policy Holders | Owner(s) |
| Product | Cover type |
| Provider | Provider |
| Policy Number | Policy number |
| Start Date | Start date |
| Life Cover £ | Life sum assured or family income benefit amount |
| Critical Illness £ | Critical illness sum assured |
| Annual Income £ | Income protection benefit amount |
| Premium | Premium |
| Premium Frequency | Frequency of above premium |
Mortgage Recommendation - New Mortgage Details
| Genovo Field | Xplan Data |
|---|---|
| Reason for Mortgage | Product Name |
| Lender | Provider |
| Total Loan Amount (incl. all applicable fees) £ | Outstanding balance |
| Monthly Repayment | Repayment amount |
| Interest Rate Type | Interest rate type |
| Initial Interest Rate % | Interest rate pa |
| Term of Initial Interest Rate | End date |
Mortgage Recommendation - Current Mortgage Details
| Genovo Field | Xplan Data |
|---|---|
| Lender | Provider |
| Outstanding Loan Amount £ | Outstanding balance |
| Monthly Repayment | Repayment amount |
| Interest Rate Type | Interest rate type |
| Current Interest Rate % | Interest rate pa |
| Date Current Interest Rate Expires | End date |
Those fields within the Genovo app that are currently available via the 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.