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SP

Sarah Patel

adviser

Cases/Pension Transfer

Mrs Hannah Lake

Case
PT-1046
Adviser
Mark Hendricks
Firm
Chewie Wealth Management
Value
£195,000
SLA 4 daysIn progress
Stage 2 of 15
7% complete
Key dates
27 Oct 2026
Opened
01 Nov 2026
Discovery meeting due

15 stages · 1 complete, 14 to go

2

Discovery meetingiPowered by Verbatim.Powered by Verbatim

The first meeting: what the client wants from the transfer, and the compliance documents handed over. Upload the meeting notes.

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1Files for this stage0

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2

Discovery meeting details

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3

Checklist

Every task needs a tick before the stage can complete.

0 of 2
  • Meeting held
  • Compliance documents sent
4

Notes

File notes on this stage. They go on the journey as well.

2 of 2 checklist tasks still to tick.
2 of 2 checklist tasks still to tick.
From the client2 of 4In Storyline
  • Photo ID27 Oct 2026
  • Proof of address28 Oct 2026
  • Signed letter of authorityPending
  • Latest pension statementFor each plan being transferredPending
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  1. 27 Oct 2026

    Case created

    00:29

    PT-1046 · Mrs Hannah Lake · Pension Transfer

    Mark Hendricks