We've written a series of blogs on the subject of replacement business and how Genovo can help you fulfil the FCA's expectations. 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?.