Mr John Smith

Case: PT-1051
Adviser: Sarah Patel
Firm: Chewie Wealth Management
Value: £285,000

SLA TodayIn progress

Stage 5 of 15

27% complete

Key dates: 23 Oct 2026
Opened: 25 Oct 2026
Discovery meeting: 26 Oct 2026
Fact find: 27 Oct 2026
Letter of authority (LOA): 27 Oct 2026
Ceding scheme information due

15 stages · 4 complete, 11 to go

Ceding scheme informationiPowered by Excerpt.Powered by Excerpt

Extract the ceding scheme information from each policy pack (and any ESS), with visual grounding to the source. Anything obtained by phone goes on a file note.

Excerpt reads each ceding pack and grounds every value to a position on the page.

Legal & General · LG-1234567890

To be extractedWorksave Pension Trust

Waiting for extraction. The ceding pack for this policy has been received and is ready to process.

Files for this stage0

No files on this stage yet. Anything added here also appears in the case's Files.

From the client4 of 5In Storyline

Photo ID23 Oct 2026
Proof of address24 Oct 2026
Signed letter of authority25 Oct 2026
Latest pension statement26 Oct 2026
Last annual statement from AvivaThe one dated after April, if you have it.Asked by Sarah Patel · 26 Oct 2026Pending

Asked of us1 openRequested by the client

A copy of the illustrationFor my own records before we go ahead.Asked by John Smith · 27 Oct 2026To send

Files0Case storage

Drag a file here, orchoose one.

PDF, PNG, JPG, Word or Excel, up to 20 MB.

No files on this case yet.