Specific step info
We've made some changes to the Plan Charges step in the following sections in readiness for MiFID II. Review of Your Existing Pension Plans Review o...
Fri, 24 Aug, 2018 at 1:15 PM
Within Genovo, you are prompted to provide the aggregated total charge of a plan as a % within the Plan Charges step of the review and recommendation sectio...
Fri, 24 Aug, 2018 at 1:20 PM
A subject close to all our hearts is MiFID II, so I thought I’d take a look at how the new Review Report 2.0 and Continued Suitability Report help you meet ...
Thu, 16 May, 2019 at 3:12 PM
If you are adding multiple plans to a review or recommendation section with the same or similar charging structure, you will find it much quicker to use the...
Wed, 12 Sep, 2018 at 4:16 PM
This is one that a few of you have suggested, so thanks for the feedback and please do keep those suggestions coming. To save you time having to re-key ...
Fri, 14 Sep, 2018 at 4:31 PM
We've added a new plan comparison step to the following review sections: Review of Your Existing Pensions Review of Your Existing Investments Revie...
Tue, 11 Dec, 2018 at 11:13 AM
It is a key requirement of the FCA for pension switching cases that you conduct a comparison of the costs and charges of the ceding and new plan on a like-f...
Mon, 13 May, 2019 at 1:43 PM
Clients frequently have different risk profiles for different objectives / areas of advice. For example a client may be willing to take a reasonably adventu...
Thu, 14 Mar, 2019 at 3:50 PM
When building a Suitability Report in Genovo, you are prompted to confirm the client's capacity for loss in the Capacity for Loss step of the Recommend...
Thu, 14 Mar, 2019 at 3:56 PM
When you add a plan to the plan summary step of a review section you'll be prompted to select the current investment strategy of that plan. It is not c...
Fri, 14 Sep, 2018 at 3:19 PM