My cases

Cases you own or have worked on · 3 cases

ClientCase typeStageNext actionOwnerValueSLAStatus
Mr John SmithPT-1051Pension Transfer5 of 15Extract ceding information1 msgSPSarah Patel£285kTodayIn progress
Ms Amira KhanISA-1045ISA Transfer4 of 11Chase outstanding provider information1 msgSPSarah Patel£76kTodayBlocked
Mrs Olivia FraserRAIC-1036Retirement Account Internal Crystallisation11 of 12Business submissionSPSarah Patel£440k4 daysIn progress