A few small things may need your attention
Nothing urgent — just a handful of items you might enjoy quietly clearing.
Your year, organised.
A quiet record of the support you've received, the risks we've spotted for you, and the outcomes we've tracked together.
Your year in review
This year, EVORO helped you organise 13 documents, keep 11 policies on file, and identify 3 important gaps in your wider plan. Your adviser supported 1 key outcome — across protection, pension, and estate planning — and actions are now in progress. You finish the year more organised, better protected and more in control.
Documents organised
13
Policies on file
11
Gaps identified
3
Reminders kept on track
5
Actions completed
0
Adviser-supported outcomes
1
Outstanding actions
3
Value of advice tracked
—
Important areas in your plan
- IdentifiedNo will document uploaded or referenced.Refer to estate planning partner
- IdentifiedAegon workplace pension has no nominated beneficiary on file.Submit expression of wish form
What we've done together
- Helping you understandPlain-English explanation issued for life cover beneficiary gap.Outcome · Client now understands implication for children13 Feb 2026
Life Admin Progress
- Sarah uploaded Aviva life cover policy12 Feb 2026 09:14
- EVORO extracted 11 fields, confidence high12 Feb 2026 09:15
- No will detected12 Feb 2026 09:16
- Pension expression of wish missing01 Mar 2026
Still on your list
3 actions we'll continue to support you with into next year.