This article provides a step-by-step guide as to how a Writer user can quickly and easily write a defined benefit pension transfer suitability report using ...

The four review sections in Genovo's Report Builder are designed to allow you to list a client’s existing plans. Some users use the review sections to o...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report confirming your recommendations for you...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report for a pension sharing order. 1) Sel...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report to a corporate client confirming your r...

As a Writer user, if you're unsure how to write a report for a particular pension decumulation advice scenario, then the Genovo Pension Decumulation Adv...

This article specifically provides a step-by-step guide as to how a Writer user can write a suitability report recommending the purchase of a guaranteed lif...

This article specifically provides a step-by-step guide as to how a Writer user can write a suitability report recommending the purchase of a guaranteed lif...

Reviewing a client’s existing drawdown plan is a regulatory requirement and is a regular occurrence for any adviser with retired clients. This article provi...

This article provides a step-by-step guide as to how a Writer user can quickly and easily write a suitability report for a beneficiary drawdown plan. Go t...