Viewing as: Your client
Client portal · This is what your client sees
A first-time walkthrough. The client gathers documents; the firm receives the checked file.
Client portal
The client uploads documents via their portal.
Firm view
The firm receives a checked, cited pack.
Demo firm · your documents
These are things you already have. Photos of paper documents are fine.
From your employer — March, April and May
Most employers put payslips in an online portal, or email them each month. If yours are posted, a clear photo of each one works.
If you cannot find them, your payroll or HR contact can re-send them.
12 months. You've sent 11 — just July missing.
Nearly thereIn most banking apps, statements sit under Statements or Documents rather than your transaction list, and you can usually download a PDF for any month.
If it is not there, your bank can send older statements. Ask for a full statement rather than a transaction list, as it needs to show the opening and closing balance.
Other people have to send these to you, so the sooner you ask, the better.
From your pension provider · usually takes 4–6 weeks
Ask for it this weekA CETV — Cash Equivalent Transfer Value — is a letter from your pension provider saying what your pension is worth today. It is a standard request.
Phone them, or use their online form, and say:
“I'm going through a divorce and need a Cash Equivalent Transfer Value for my pension. Could you send me one in writing, please?”
They may ask for your policy or National Insurance number. It is usually free once a year.
Everything below has been received and checked. You do not need to look at it again.
All 12 months received
Tax year ending April 2025 · received 2 June
Received 28 May
Received 28 May