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Before Your Meeting

Please follow the steps below aimed to fully prepare you for your forthcoming pension and retirement review.

At the end of this call, if you are happy for us to carry on with your review, we will require the following information to allow us to obtain your pension information from your providers. Therefore, if you are keen to make progress, please have the following details to hand for the meeting:

01

IMPORTANT

 

At the end of this call, if you are happy for us to carry on with your review, we will require the following information to allow us to obtain your pension information from your providers. Therefore, if you are keen to make progress, please have the following details to hand for the meeting:

  • Pension provider(s) details

  • Investment values

  • Pension policy numbers 

If you are unsure how to source this information, please use the chat form below and we will point you in the right direction. 

02

IMPORTANT

 

Now would be the ideal time to dig a little deeper and carry out your own Due Diligence on Reeves Independent. As such, we have included the following links:

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The testimonials we receive are a credit to the level of satisfaction and trust we deliver to new and existing clients. 

​Do You a Question for Our Adviser Before Your Meeting?

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Thank you for submitting. Your question has been passed to our Adviser in preparation for your meeting.

Important information

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document. This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice and watched the above video, please tick to confirm that you have read it and that you agree to Reeves Independent processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.

Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.