Investment Tools
Helping you make investment decisions with confidence.
Daily Fund Prices
- View all LV= daily fund prices
- Downloadable fact sheets available for all LV= funds
- X-ray facility to see ‘what’s under the bonnet’ of LV= funds.
- Powered by Morningstar™
You will need to log in and have permission to use this tool.
Retirement Planner
- Risk Profiling facility with proven reliability ratings
- Asset Allocation tool
- Express facility – takes 10 minutes
- Full planning tool including analysis of all existing plans
Income (GAD limit) Calculator
- Work out unsecured pension income limits
- Allows you to calculate the maximum level of income available based on clients age, gender and current Gilt Index Yield
- Calculations show results before and after payment of PCLS
Salary Exchange Calculator
With the Salary Exchange Calculator from LV= you can calculate the potential savings your clients can achieve by making their pensions contributions via the salary sacrifice route.
Our Salary Exchange Calculator allows you to target 2 alternatives:
- Improving the overall level of pension contribution without costing the client any more
- Maintaining the same level of pension contribution but improving the overall amount of take home pay
Both options show tax and NI savings based on standard rates..