The Challenge

Reeves Independent, one of the UK’s leading independent financial advice firms, manages a large-scale pension transfer and review operation, processing hundreds of policies weekly for clients across the country.

With around 600 Letters of Authority (LoAs) per month, the company faced mounting pressure to maintain speed and accuracy while scaling operations. Historically, advisers handled all policy data extraction manually, which slowed turnaround times and limited how many transfers could be processed each week.

This led to:

• Advisers spent significant time on administrative work instead of client calls and reviews.

• Manual data extraction restricted weekly throughput.

• Operational costs rose as adviser time was diverted from revenue-generating activity.
  
  

To meet its growth ambitions, Reeves needed a way to scale LoA processing without expanding headcount and to reallocate adviser time back to client relationships.

The Solution

Reeves implemented 4Admin’s policy data automation platform to streamline its pension transfer workflow and reassign manual data tasks to administrators.

1. Automated Policy Data Extraction

4Admin now processes policy information in seconds, allowing administrators to handle the work advisers once performed, doubling productivity per hour.

2. Redefined Roles & Cost Efficiency

By shifting data-handling tasks from advisers to administrators, Reeves achieved significant cost savings while freeing advisers to focus on client engagement and strategic reviews.

3. Consistent Accuracy Across Operations

4Admin’s automation ensures each policy is analysed uniformly, bringing greater consistency, accuracy, and trust in the advice provided to clients.

4. Scalable System for Growth

With automation embedded, Reeves can process higher volumes without adding staff, ensuring scalability as its client base continues to expand.

The Results

The impact has been immediate and measurable across Reeves’ pension operations:

• 600+ LoAs processed monthly with full data visibility.

• 165 policies reviewed per week, processed twice as fast as before.

• £57.82 saved per policy, reducing operational costs significantly.

• Advisers refocused on weekly client calls and reviews instead of admin work.

• Team capacity maintained while handling higher workloads seamlessly.
  
  
  

Why It Worked

• Automation: AI eliminated the manual burden of policy data extraction.

• Efficiency: Double the processing capacity without expanding staff.

• Accuracy: Standardised analysis improved data reliability and client confidence.

• Resource Optimisation: Advisers refocused on client engagement and reviews.
  
  
  

What’s Next

Reeves plans to extend its automation strategy further through 4Admin, trialling LoA automation and exploring new opportunities in investment fund comparison and Selectapension integrations within the next six months continuing its partnership with the 4Admin team to evolve efficiency across every stage of the advice process.

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