If you're unsure how to write a report for a particular pension decumulation advice scenario, then the Genovo Pension Decumulation Advice Scenario Matrix should help with this. It outlines:

  • What Report Type can be used;
  • Which Sections should be added into the Report Builder;  and
  • Which Recommended Actions you should select in the review section for a range of pension decumulation advice scenarios covering both already crystallised and previously uncrystallised pension funds.