Included below is a summary of the fields that are currently integrated within each Genovo section. It also shows the equivalent Curo field mapping as well as any 'processing' of Plannr data that’s performed to obtain the value displayed in the field.


Review Sections


Review of Your Existing Investments


Genovo FieldCuro Field / Data
OwnershipOwnership
Life AssuredLife / Lives Assured
InvestmentProduct
ProviderProduct provider
Policy NumberPlan Number
Amount InvestedTotal Contributions
Start DateEffective Date
Monthly SavingAnnualised Client Contributions / 12
Total Withdrawals to DateTotal Withdrawals
Fund ValuePlan Value
Encashment / Transfer ValueSurrender Value
Valuation DateValuation date
Maturity DateEnd Date
IncomeCurrent Annual Withdrawal
Income FrequencyAutomatically set to 'Annually' to reflect above field
In Trust?In Trust
For each underlying fund holding that makes up the plan's Current Investment Strategy
Investment NameFund Holding Name
SectorSector
Risk RatingRisk Rating
AMC %AMC
OCF %OCF
Amount £Current Value
Allocation %Auto-calculated


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Paid up
  • Matured
  • Lapsed
  • Deferred


Only funds with an 'active' Fund Holding Status will show in the Current Investment Strategy.  


Review of Your Existing Pension Plans


Step: Plan Summary


Genovo FieldCuro Field / Data
OwnershipOwnership
Pension TypeProduct
ProviderProvider
Policy NumberPlan Number
Amount InvestedTotal Contributions
Start DateEffective Date
Gross Monthly Personal ContributionAnnualised Client Contributions / 12
Gross Monthly Employer ContributionAnnualised Employer Contributions / 12
Fund ValuePlan Value
Transfer ValueTransfer Value
Valuation DateValuation date
Normal Retirement AgeRetirement Age
For each underlying fund holding that makes up the plan's Current Investment Strategy
Investment NameFund Holding Name
SectorSector
Risk RatingRisk Rating
AMC %AMC
OCF %OCF
Amount £Current Value
Allocation %Auto-calculated


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Paid up
  • Matured
  • Lapsed
  • Deferred
  • In Payment


Only funds with an 'active' Fund Holding Status will show in the Current Investment Strategy.  


Step: Money Purchase Pension Benefits & Features


Genovo FieldCuro Field / Data
Pension Contribution InsuranceWaiver of Premium
Tax Free Cash In Excess of 25%
Protected A Day Tax Free Cash
Guaranteed Retirement IncomeGuaranteed Annuity Rates
Death BenefitsReturn On Death
Death Benefit Nomination
Wishes Expressed


Review of Your Existing Retirement Income Plans


Step: Plan Summary


Genovo FieldCuro Field / Data
OwnerOwnership
SolutionProduct
ProviderProvider
Policy NumberPlan Number
Amount InvestedTotal Contributions
Start DateEffective Date
Total Withdrawals to DateTotal Withdrawals
Gross Monthly Personal Contribution
Annualised Client Contributions / 12
Crystallised Fund ValuePlan Value
Transfer ValueTransfer Value
Valuation DateValuation Date
Current IncomeIncome Amount
Income FrequencyFrequency of above income record
Maximum IncomeMaximum Annual Income Allowed
For each underlying fund holding that makes up the plan's Current Investment Strategy
Investment NameFund Holding Name
SectorSector
Risk RatingRisk Rating
AMC %AMC
OCF %OCF
Amount £Current Value
Allocation %Auto-calculated


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Paid up
  • Matured
  • Lapsed
  • Deferred
  • In Payment


Only funds with an 'active' Fund Holding Status will show in the Current Investment Strategy.  


Step: Plan Benefits & Features


Genovo FieldCuro Field / Data
Death BenefitsReturn On Death
Death Benefit Nomination
Wishes Expressed


Review of Your Existing Protection Plans


Step: Plan Summary 


Genovo Field
Curo Field / Data
Policy HoldersOwnership
Life AssuredLife / Lives Assured
ProductProduct
ProviderProvider
Policy NumberPlan Number
Start DateEffective Date
End DateEnd Date
Life Cover £Death Benefit - Lump Sum OR Death Benefit - Income
Critical Illness Cover £CI - Lump Sum OR CI - Income
Annual Income Cover £Annualised Income Protection Benefit
PremiumContribution (In Force)
Premium FrequencyFrequency of above contribution
Premium TypeGuaranteed or Reviewable
In Trust?In Trust


Step: Plan Benefits & Features


Genovo FieldCuro Field / Data
Waiver of Premium
Waiver of Premium
Indexation
Cover Index
Accidental Death Cover
Accidental Death Cover
Conversion Option
Convertible
Renewal OptionRenewable
Surrender ValueSurrender Value
Deferment PeriodDeferment Period & Deferment Period Interval
Incapacity Claim DefinitionDisability Definition


Recommendation Sections


New Investment Recommendation


Step: Plan Summary


Genovo FieldCuro Field / Data
OwnerOwnership
Life AssuredLife/Lives Assured
Product TypeProduct
ProviderProduct provider
Lump Sum InvestmentAggregate of all lump sum contributions
Transfer-in AmountAggregate of all transfer contributions
Monthly ContributionCurrent active monthly contribution
Annualised IncomeCurrent active regular withdrawal
Payment FrequencyFrequency of above withdrawal
Income Start DateStart date of above withdrawal
TermTerm (Years)


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Proposed


New Pension Recommendation

 

Step: Plan Summary


Genovo FieldCuro Field / Data
OwnerOwnership
Product TypeProduct
ProviderProduct provider
Transfer-in AmountAggregate of all transfer contributions
Gross Monthly Personal ContributionCurrent active monthly personal contribution
Gross Single Personal ContributionSingle personal contribution
Gross Monthly Employer ContributionCurrent active monthly employer contribution
Gross Single Employer ContributionSingle employer contribution
Normal Retirement DateRetirement age
Nominated Death Benefit BeneficiaryExpression of wish


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Proposed


Step: Benefits & Features


Genovo FieldCuro Field / Data
Pension Contribution InsuranceWaiver of premium
Index Linked ContributionsContribution index
Death BenefitsReturn on death


Drawing Benefits from Your Pension Fund


Step: Plan Summary

 

Genovo FieldCuro Field / Data
OwnerOwnership
Product Type
Product
ProviderProduct provider
Fund Value
Total Plan Value
Annualised Income
Amount multiplied by Payment Frequency
Payment FrequencyFrequency


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Proposed


New Protection Recommendation


Step: Plan Summary


Genovo FieldCuro Field / Data
Owner
Ownership
Life AssuredLife/Lives Assured
Product TypeProduct
ProviderProduct provider
Life CoverDeath Benefit or Death Benefit Income
Critical Illness CoverCritical illness cover
Annual Income CoverIncome protection benefit per annum
PremiumContribution
Premium FrequencyFrequency
Total Premium Over TermContribution multiplied by Frequency
Premium TypeGuaranteed / review
TermTerm (Years)


Only plans with the following Plan Status will show in the search results:

  • In Force
  • Proposed


Step: Benefits & Features

 

Genovo FieldCuro Field / Data
Waiver of PremiumWaiver of premium
IndexationCover index
Critical Illness CoverCritical illness cover
Total Permanent DisabilityTotal permanent disability
Guaranteed InsurabilityIncreasable
Conversion OptionConvertible
Renewal OptionRenewable
Incapacity Claim DefinitionDisability definition



Mortgage Recommendation


Step: New Mortgage Details

 

Genovo FieldCuro Field / Data
Property AddressFirst line of address
Property ValueSecurity value
Reason for MortgageProduct type
Mortgage TypeProduct type
Repayment MethodProduct type
LenderLender
Total Loan Amount (incl. all applicable fees) £Total advanced
Loan to ValueLoan to Value
Term (years)Loan term
Monthly RepaymentRepayment
Interest Rate TypeRate basis
Initial Interest Rate %Interest rate
Term of Initial Interest RateRate expiry
Used for debt consolidation?Debt consolidation
Early Redemption ChargePenalty amount
Penalty end date


Step: Current Mortgage Details

 

Genovo FieldCuro Field / Data
Property AddressFirst line of address
Repayment MethodProduct type
LenderLender
Outstanding Loan Amount £Current debt
Remaining Term (years)Term remaining
Monthly RepaymentRepayment
Interest Rate TypeRate basis
Current Interest Rate %Interest rate
Date Current Interest Rate ExpiresRate expiry
Early Redemption ChargePenalty amount
Penalty end date


Those fields within the Genovo app that are currently available mapped and via the Curo 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.