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. Start your repor...

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...

Genovo has always provided functionality to write a report to support the crystallisation of pension benefits. We've written a blog about how Genovo cop...

This step-by-step guide walks you through how to write a Suitability Report for a lesser used, but ultimately important financial product - the guaranteed l...

This step-by-step guide walks you through how to write a Suitability Report for a guaranteed lifetime annuity for a plan that is already crystallised. If yo...

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 ...

Genovo has been designed to cover inheritance tax planning advice and includes a number of solutions and planning techniques that an adviser will typically ...

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 literally all y...

This article provides a step-by-step guide as to how you can quickly and easily write a additional permitted subscription report using the Genovo suitabilit...