Specific step info

Changes to the Plan Charges step in readiness for MiFID II
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
How is the Aggregated Total Charge calculated in the Plan Charges step?
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
How do I copy the charges from one plan to another within the Plan Charges step?
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
New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step
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
New Plan Comparison Step: Charges Comparison
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 Sep, 2018 at 12:40 PM
How do I include a comparison of projected fund values in my pension switching reports?
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...
Thu, 6 Sep, 2018 at 12:11 PM
How does the Attitude to Risk step in the Investment Strategy section work?
Clients frequently have different risk profiles for different objectives / areas of advice. For example a client may be willing to take a reasonably adventu...
Fri, 14 Sep, 2018 at 4:22 PM
How do I customise the capacity for loss wording used in my reports?
During the report building process you are prompted to confirm the client's capacity for loss in the Capacity for Loss step of the Investment Strategy ...
Tue, 11 Sep, 2018 at 10:21 AM
How do I include an existing investment’s current investment strategy in a report?
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
How do I recommend the switch or rebalance of funds within an existing investment?
In the first instance you’ll need to add the appropriate review section to the Report Builder. It’s within this section that you’ll be prompted to provide i...
Fri, 14 Sep, 2018 at 3:20 PM