Specific step info

Investment Themes - Recommended Investment Strategy Supplementary Information step
What is an investment theme? An investment theme, in Genovo terminology, simply relates to the over-arching approach, style or type of investment strate...
Fri, 26 Apr, 2024 at 7:44 PM
Which Recommended Actions trigger the Plan Comparison steps in the review sections?
The Genovo Recommended Actions matrix provides a summary of all the recommended actions that are available for selection in the Recommended Action step of t...
Fri, 26 Apr, 2024 at 7:44 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...
Tue, 23 Jul, 2024 at 4:53 PM