This article provides a step-by-step guide as to how you can quickly and easily write a suitability report for a pension sharing order. 1) Select or add...

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

If you're unsure how to write a report for a particular pension decumulation advice scenario, then the Genovo Pension Decumulation Advice Scenario Matri...

This article specifically provides a step-by-step guide as to how to write a suitability report recommending the purchase of a guaranteed lifetime annuity f...

This article specifically provides a step-by-step guide as to how to write a suitability report recommending the purchase of a guaranteed lifetime annuity f...

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 you can quickly and easily write a suitability report for a beneficiary drawdown plan. Go to Write re...

Genovo has been designed to cover Inheritance Tax (IHT) planning advice and includes a number of solutions and planning techniques that an adviser will typi...

A bed & ISA can be covered in a variety of Report Types in Genovo including the Suitability Report or the Review Report 2.0. However, if all you’re reco...

This article provides a step-by-step guide as to how you can quickly and easily recommend an additional permitted subscription (APS) into a client's exi...