Good evening, Sarah
3 open cases of yours · 0 waiting on you
0Awaiting your actionInputs, approvals or milestones to record2Client messagesUnread messages from clients3Due this weekStage SLAs falling in the next 7 days£801kYour pipeline3 active clients
Your cases
Soonest SLA first
| Client | Case type | Stage | Next action | SLA | Status |
|---|---|---|---|---|---|
| Mr John SmithPT-1051 | Pension Transfer | 5 of 15 | Extract ceding information1 msg | Today | In progress |
| Ms Amira KhanISA-1045 | ISA Transfer | 4 of 11 | Chase outstanding provider information1 msg | Today | Blocked |
| Mrs Olivia FraserRAIC-1036 | Retirement Account Internal Crystallisation | 11 of 12 | Business submission | 4 days | In progress |
Recent activity
- 26 Oct 2026Policy information receivedLegal & General · LG-1234567890 · via Pension Lab
- 23 Oct 2026Case createdPT-1051 · Mr John Smith · Pension TransferSarah Patel
- 18 Oct 2026Case createdISA-1045 · Ms Amira Khan · ISA TransferSarah Patel
- 12 Oct 2026Case createdRAIC-1036 · Mrs Olivia Fraser · Retirement Account Internal CrystallisationSarah Patel