How to add Pension information

Smartr365 provides support for storing and managing details of pensions for data storage and CRM purposes. Both clients and advisers can input information about their pensions through the client portal.

• Enter the case via the Cases Page
  
• Navigate to the Pensions section in the left-hand side menu. In this section, users have the ability to add a pension case, click add pension.
• Fill out the form to create a pension case and click save.
  
• When a pension is added, it creates a new case on Smartr365 with a unique Case ID.
  
• Users can access an overview of the recorded pension policy, including information about the type of pension and the provider, from the Case Summary. This summary provides a convenient way to view and manage pension-related information.