Welcome back, Charles
4 items need your attention today.
Caseload size
1
Requiring a Gateway
1
Funding awaiting approval
1
Approaching Trading Start
1
Notifications
1
Notifications
Participants requiring a Gateway
Funding
Income submitted since you were last here
No new Income Tracker submissions since your last visit.
Approaching Trading Start
Transferred to IWT
No participants currently transferred to another IWT advisor.
Recently achieved Trading Starts
No Trading Starts in the last 14 days.
Income Tracker alerts
Expiring participants
No participants expiring within 30 days.
Missing business plans
Every participant has a business plan in progress or complete.
Outstanding actions
No outstanding actions across your caseload.
Trading Start intelligence, Outcome progress and earnings analysis in full depth live on the dedicated Self Employment dashboard.