How to write a pension decumulation report :

How to write a pension decumulation report Print

Modified on: Fri, 26 Apr, 2024 at 7:41 PM

If you're unsure how to write a report for a particular pension decumulation advice scenario, then the Genovo Pension Decumulation Advice Scenario Matrix should help with this. It outlines:

What Report Type can be used;
Which Sections should be added into the Report Builder; and
Which Recommended Actions you should select in the review section for a range of pension decumulation advice scenarios covering both already crystallised and previously uncrystallised pension funds.

Did you find it helpful? Yes No

Help Desk Software by Freshdesk