Your Annual Review with Reeves

At Reeves, your Annual Review is more than a regulatory requirement — it’s a vital opportunity to make sure your retirement plan is still working for you.

Over the course of a year, life can change. Whether it’s a new job, a property move, a health concern, or a shift in your retirement goals, those changes can have a significant impact on your financial future.

That’s why we meet with every client annually — to review your situation, refine your plan, and ensure your financial strategy remains aligned with your life.

Why Your

Annual Review Matters

Keeps your retirement plan up to date
Your adviser will check your financial goals against current forecasts and update your plan accordingly.

Ensures your investments remain suitable
We review your attitude to risk and make sure your investments are still right for your needs.

Identifies new opportunities

From tax efficiencies to pension contributions and market changes, we highlight opportunities that could improve your outcomes.

Fulfils regulatory and Consumer Duty obligations
We must provide advice that remains suitable — your review helps us demonstrate and deliver that.

Gives you peace of mind
You leave the meeting with a clear understanding of where you stand, what’s working, and what can be improved.

We value your feedback

To help us make your Annual Review as relevant and valuable as possible, we’d appreciate your feedback. What would you like to focus on? What questions do you want answered?

Please take a moment to complete this short survey:

What to Expect From Your Review

A one-on-one meeting with your dedicated adviser

Full review of your current financial position and goals

Updated retirement projections using real-time valuations

Clear recommendations, if any action is required

A written summary of the meeting for your records.