We've written a series of three 'user tip' blogs on how Genovo deals with 'replacement business' and how it can help you fulfil all the FCA's expectations of you when writing a 'replacement business' suitability report. Clicking on the links below will take you to the relevant blog.
- What is 'replacement business' and how does Genovo help you replay your clients objectives?
- How does Genovo help you highlight any features or benefits that will be lost on transfer / encashment and point out any disadvantages associated with the advice being given?
- How does Genovo help you provide your client with a clear comparison of charges, performance and death benefits of the existing and recommended plans?