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 Field | Curo Field / Data |
|---|---|
| Ownership | Ownership |
| Life Assured | Life / Lives Assured |
| Investment | Product |
| Provider | Product provider |
| Policy Number | Plan Number |
| Amount Invested | Total Contributions |
| Start Date | Effective Date |
| Monthly Saving | Annualised Client Contributions / 12 |
| Total Withdrawals to Date | Total Withdrawals |
| Fund Value | Plan Value |
| Encashment / Transfer Value | Surrender Value |
| Valuation Date | Valuation date |
| Maturity Date | End Date |
| Income | Current Annual Withdrawal |
| Income Frequency | Automatically 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 Name | Fund Holding Name |
| Sector | Sector |
| Risk Rating | Risk 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 Field | Curo Field / Data |
|---|---|
| Ownership | Ownership |
| Pension Type | Product |
| Provider | Provider |
| Policy Number | Plan Number |
| Amount Invested | Total Contributions |
| Start Date | Effective Date |
| Gross Monthly Personal Contribution | Annualised Client Contributions / 12 |
| Gross Monthly Employer Contribution | Annualised Employer Contributions / 12 |
| Fund Value | Plan Value |
| Transfer Value | Transfer Value |
| Valuation Date | Valuation date |
| Normal Retirement Date | Retirement Age |
For each underlying fund holding that makes up the plan's Current Investment Strategy | |
| Investment Name | Fund Holding Name |
| Sector | Sector |
| Risk Rating | Risk 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 Field | Curo Field / Data |
|---|---|
| Pension Contribution Insurance | Waiver of Premium |
| Tax Free Cash In Excess of 25% | Protected A Day Tax Free Cash |
| Guaranteed Retirement Income | Guaranteed Annuity Rates |
| Death Benefits | Return On Death |
| Death Benefit Nomination | Wishes Expressed |
Review of Your Existing Retirement Income Plans
Step: Plan Summary
| Genovo Field | Curo Field / Data |
|---|---|
| Owner | Ownership |
| Solution | Product |
| Provider | Provider |
| Policy Number | Plan Number |
| Amount Invested | Total Contributions |
| Start Date | Effective Date |
| Total Withdrawals to Date | Total Withdrawals |
| Gross Monthly Personal Contribution | Annualised Client Contributions / 12 |
| Crystallised Fund Value | Plan Value |
| Transfer Value | Transfer Value |
| Valuation Date | Valuation Date |
| Current Income | Income Amount |
| Income Frequency | Frequency of above income record |
| Maximum Income | Maximum Annual Income Allowed |
For each underlying fund holding that makes up the plan's Current Investment Strategy | |
| Investment Name | Fund Holding Name |
| Sector | Sector |
| Risk Rating | Risk 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 Field | Curo Field / Data |
|---|---|
| Death Benefits | Return On Death |
| Death Benefit Nomination | Wishes Expressed |
Review of Your Existing Protection Plans
Step: Plan Summary
Genovo Field | Curo Field / Data |
| Policy Holders | Ownership |
| Life Assured | Life / Lives Assured |
| Product | Product |
| Provider | Provider |
| Policy Number | Plan Number |
| Start Date | Effective Date |
| End Date | End 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 |
| Premium | Contribution (In Force) |
| Premium Frequency | Frequency of above contribution |
| Premium Type | Guaranteed or Reviewable |
| In Trust? | In Trust |
Step: Plan Benefits & Features
| Genovo Field | Curo Field / Data |
|---|---|
| Waiver of Premium | Waiver of Premium |
| Indexation | Cover Index |
| Accidental Death Cover | Accidental Death Cover |
| Conversion Option | Convertible |
| Renewal Option | Renewable |
| Surrender Value | Surrender Value |
| Deferment Period | Deferment Period & Deferment Period Interval |
| Incapacity Claim Definition | Disability Definition |
Recommendation Sections
Mortgage Recommendation
Step: New Mortgage Details
| Genovo Field | Curo Field / Data |
|---|---|
| Property Address | First line of address |
| Property Value | Security value |
| Reason for Mortgage | Product type |
| Mortgage Type | Product type |
| Repayment Method | Product type |
| Lender | Lender |
| Total Loan Amount (incl. all applicable fees) £ | Total advanced |
| Loan to Value | Loan to Value |
| Term (years) | Loan term |
| Monthly Repayment | Repayment |
| Interest Rate Type | Rate basis |
| Initial Interest Rate % | Interest rate |
| Term of Initial Interest Rate | Rate expiry |
| Used for debt consolidation? | Debt consolidation |
| Early Redemption Charge | Penalty amount Penalty end date |
Step: Current Mortgage Details
| Genovo Field | Curo Field / Data |
|---|---|
| Property Address | First line of address |
| Repayment Method | Product type |
| Lender | Lender |
| Outstanding Loan Amount £ | Current debt |
| Remaining Term (years) | Term remaining |
| Monthly Repayment | Repayment |
| Interest Rate Type | Rate basis |
| Current Interest Rate % | Interest rate |
| Date Current Interest Rate Expires | Rate expiry |
| Early Redemption Charge | Penalty 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.