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Retirement Planning

How to turn your pension into a retirement income

We put our clients at the heart of everything we do. That’s why the most important question we aim to answer is: what does retirement look like for me?

We will help you create your retirement goals and build a plan that enables you to turn your pension fund into a retirement income, with the aim of helping fulfil your retirement dreams.

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Our Retirement Planning process aims to:

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Maximise your income in retirement

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Protect you from future tax liabilites

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Ensure you can retire when you desire

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Provide an income when you require it

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Maximise your investment returns 

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We will assess all of your assets and retirement goals to build a plan for creating a future income that’s right for you.

we’ll assess all your assets and retirement goals to build a plan for creating a future income that’s right for you

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We will ensure that our plans consider income, capital gains and inheritance taxes and that your income is structured to protect your assets from future tax threats.

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Rather than letting your retirement date be dictated by your finances, we do things the other way around. We’ll take your target retirement date and work out how best to structure your finances to support that goal.

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We will structure the timing of your withdrawals so that you have the money you want when you want. We will ensure you have extra money early in your retirement when your lifestyle is more active and less when you’re no longer likely to be spending as much.

Reeves Client Life Stages 

We tailor our client’s portfolio to ensure they are placed in the correct life stage.
(
Essential, Growth, Pre-Retirement & Retired).


A client who is two years from retirement will require a different approach to a client who has twenty years remaining to build their retirement pot.

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Essential Life Stage


For clients that are several years away from retirement. We want to ensure that clients are making the best possible decisions for their retirement planning as early as possible. We aim to answer the question, “Am I on track to meet my retirement goals?” This team is led by Oliver Gibbs.





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Growth Life Stage


Typically covers the decades before the age of 50, when you are increasing your earning potential, building your wealth, and raising a family. This when people are reaching their maximum earnings potential. This team is led by Rebecca Lawson.





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Essential Life Stage


For clients that are several years away from retirement. We want to ensure that clients are making the best possible decisions for their retirement planning as early as possible. We aim to answer the question, “Am I on track to meet my retirement goals?” This team is led by Oliver Gibbs.





Growth Life Stage


Typically covers the decades before the age of 50, when you are increasing your earning potential, building your wealth, and raising a family. This when people are reaching their maximum earnings potential. This team is led by Rebecca Lawson.





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Stage 3

Investment Planning

We will create a bespoke plan to meet your needs and set you on the path to achieving your retirement goals.

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Let us help turn your retirement dreams into a reality

Important information


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.

The value of your investment and any income from it could fall or rise, and you may not get ack the full amount you invest.


Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.