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Protected Retirement Plan

Don't want to use your pension fund to buy an annuity immediately on retirement?

  • A fixed income for a specified period during your retirement
  • Choice of term and income with a guaranteed maturity value
  • At the end of the period, decide what your retirement needs are

Speak to an adviser

LV=
Work:
County Gates
Bournemouth, BH1 2NF
United Kingdom

Call 0800 587 3057 to speak to an adviser

Email:
Protected retirement plan

Why choose LV= for your Protected Retirement Plan?

It's difficult to make a decision about your finances when you retire that is going to affect you for the rest of your retirement years. Why should you trust LV= with your Protected Retirement Plan?

10 Good reasons to choose LV= for your Protected Retirement Plan

1. We're retirement specialists

LV= offers a wide range of retirement solutions, including annuities and pension drawdown. Therefore you can be confident when your Protected Retirement Plan reaches maturity we'll have a solution for you.

2. A market leader

This is one of the few products like this on the market.

3. Breathing space in the initial stage of retirement

Get a fixed income over a set period and re-evaluate your options at the end of the plan.

4. Have your say

When you buy an LV= Protected Retirement Plan, you qualify for membership of Liverpool Victoria Friendly Society Limited. Valuable discounts are available to members on LV= motor and home insurance, as well as special member offers on other products.

  • The LV= Member Helpline is a support service exclusively for members. It's available 24/7 and provides members with confidential, expert advice from qualified professionals on a range of legal and medical issues.
  • Members are able to vote, if they wish, at our Annual General Meeting and have a say in the running of our business.
  • As a member, you'll be entitled to attend the Society's formal meetings and vote on Society matters when you have held your membership-conferring product for a continuous period of twelve months. Full membership terms and conditions are available on request.
  • Alongside voting rights, membership benefits include discounts on a wide range of LV= products, including an extra discount on car insurance plus free motor legal expenses and discounts for new home, pet and travel insurance policies

5. Financially strong

It's 169 years since we welcomed our first customers. Back then, our aim was to help people on low incomes maintain a basic standard of living for their families and save for a decent funeral. It was all about making financial security and peace of mind available to more than just the privileged few. It's a heritage we're proud of.

The Liverpool Victoria group of companies now has more than 4 million members and customers. That gives you some idea of the scale of our business. However, our aim has always been to be the best at what we do, rather than just the biggest.

LV= is a financially strong name that you can trust. When you buy insurance products with us, you can be confident that we'll be around to pay the benefits for the term of the plan.

6. Dedicated Enhanced Retirement website

We've been specialists in annuities and retirement provision for many years, and it's an important part of our business, so much so that we have a dedicated website full of hints, tips and useful information.

This will help guide you through the steps to get you the income you need for your retirement.

7. Clearly no jargon

We've designed easy to use customer guides to explain our products and the options clearly in plain English. Our customer advisers are also available to answer any questions you may have.

8. Award-winning

Our products are consistently award-winning - last year we won the Gold Standard Award for individual pensions, the Moneyfacts award for best equity release provider and the Financial Advisers 5-star Service Award for life and pensions.

9. We keep our promises

Proud of our service and commitment to excellence, we like to let our customers do the talking here. Since 2010 over 97% our Life and Retirement product customers have rated our service saying they are fairly/very/extremely satisfied which shows we are committed to maintaining these high standards.

10. UK's largest friendly society

At LV= it's our mission to treat people like family. As a friendly society our customers have a direct say in the way we run our business and as a result they're at the heart of any decisions.

Speak to an adviser to discuss your needs

You can phone us
Call our UK-based advisers for more information or a quote

0800 756 8083
Textphone: 18001 0800 756 8083

Quoting offer code IELO

We may record and/or monitor your calls for training and audit purposes.

We have hints, tips and useful information to help you learn more about your options as you approach retirement.

Visit our dedicated website

Our product features will help you understand this retirement product and explain its main features.

Product features

  • Key features
  • Plan conditions

View policy documents

Our product features will help you understand this retirement product and explain its main features.

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