What is an investment theme? An investment theme, in Genovo terminology, simply relates to the over-arching approach, style or type of investment strate...

When undertaking a review of a client's existing financial arrangements, it is not uncommon for the recommendations being made and the reason(s) for tho...

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...

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...