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Sarah Crowther
HP
Hawthorn Wealth Partners
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Bennett Family
s3_analysis_recommendation
Compliance
4/12
Fact Find
20/100
Documents
8 on file
Meetings
1 to review
Households
/
Bennett Family
/
Documents
/
bennett-nhs-pension-statement.pdf
bennett-nhs-pension-statement.pdf
Bennett Family: bennett-nhs-pension-statement.pdf
Pension annual statement
parsed
confidence 95%
Reprocess
Extracted fields
1 pending
1 accepted
Current fund value
fact_find_members.sarah.nhs_pension_fund_value
Plan value as at statement date: £95,000.00
extracted
£95,000.00
high
accepted
Undo
Annual contribution
fact_find_members.sarah.nhs_pension_annual_contribution
Total contributions this year: £6,200.00
extracted
£6,200.00
medium
pending review
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1 pending · 1 accepted, ready to apply
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DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
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