Cases
Open cases across all stages · 9 cases
| Client | Case type | Stage | Next action | Owner | Value | SLA | Status |
|---|---|---|---|---|---|---|---|
| Mr John SmithPT-1051 | Pension Transfer | 5 of 15 | Extract ceding information1 msg | SPSarah Patel | £285k | Today | In progress |
| Ms Amira KhanISA-1045 | ISA Transfer | 4 of 11 | Chase outstanding provider information1 msg | SPSarah Patel | £76k | Today | Blocked |
| Mrs Hannah LakeAR-1049 | Annual Review | 4 of 11 | Record review meeting | MHMark Hendricks | £910k | 1 day | Action required |
| Mr David MurrayPT-1050 | Pension Transfer | 7 of 15 | Record cashflow modelling | JMJohn Morrison | £410k | 2 days | In progress |
| Mr Peter CollinsNBP-1047 | New Business Pension Contribution | 7 of 12 | Create illustration | RCRobert Chen | £120k | 2 days | In progress |
| Mr David MurrayDRA-1041 | Drawdown Review | 8 of 11 | Suitability letter approval | JMJohn Morrison | £1.2m | 3 days | Awaiting approval |
| Mrs Hannah LakePT-1046 | Pension Transfer | 2 of 15 | Record discovery meeting | MHMark Hendricks | £195k | 4 days | In progress |
| Mrs Olivia FraserRAIC-1036 | Retirement Account Internal Crystallisation | 11 of 12 | Business submission | SPSarah Patel | £440k | 4 days | In progress |
| Mr Tom ReidNBI-1033 | New Business ISA Contribution | 4 of 10 | Adviser inputs required | MHMark Hendricks | £20k | 5 days | In progress |