Investments

Investments with LV=

Helping you make the most of your investments

Whether you're considering an investment or already have one with us, we're here to support you.

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View Fund performance and unit prices
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We've been helping people live financially confident lives since 1843

As an investment, protection, retirement and in-house advice specialist, over a million members trust us to look after their futures, families and finances.

Our range of investment products are backed by global investment insights and expert advice.

Whether you’re an experienced investor or just beginning your investment journey, we can help. Our commitment to delivering excellent customer service and support, together with a reputation for providing innovative products, means your investments are in safe hands.

Our award-winning products, services and advice are recognised by industry experts, advisers and customers, and our mutual bonus and member benefits make us industry leaders.

Award-winning products

Our award-winning pension products have been recommended by Defaqto and The Telegraph

See our ratings and awards

Fund performance, unit prices and other information on how we manage our funds

See how your funds are performing or check prices

Performance

About our funds

Explore our latest investment products

LV= Smoothed Bond

With a choice of fund options, the LV= Smoothed Bond allows you to decide how much risk you want to take.

More about the LV= Smoothed Bond

LV= Smoothed Pension

The LV= Smoothed Pension offers a choice of multi-asset funds that are available through our Self-Invested Personal Pension (LV= SIPP).

More about the LV= Smoothed Pension

LV= ISA

Our stocks and shares ISA can provide tax efficient savings with long term growth potential, tailored to your appetite to risk.

Find out more about the LV= ISA

LV= TIP

The LV= Trustee Investment Plan (TIP) lets you invest in our Smoothed Managed Funds through a SIPP or SSAS.

More about the LV= TIP

LV= Pension Portfolio

The LV= Pension Portfolio and the LV= Junior Pension Portfolio give you the flexibility and choice to plan and save for your (or your child's) retirement.

Find out more about the LV= Pension Portfolio

LV= ISA Portfolio

The LV= ISA Portfolio gives you flexibility and choice when planning and saving for your retirement or otherwise.

Find out more about the LV= ISA Portfolio

LV= Junior ISA Portfolio

The LV= Junior ISA Portfolio gives you flexibility and choice to help you save for your child’s future.

Find out more about the LV= Junior ISA Portfolio

LV= General Investment Account (GIA)

The LV= General Investment Account (GIA) gives you flexibility and choice to help you achieve your savings goals.

Find out more about the LV= General Investment Account

When we do well, our eligible members share in this success. Over £500 million has been shared in member bonuses since 2011.

Investing with us means more than just returns. You become a member at the heart of our business, sharing in our success and unlocking a range of exclusive benefits.

Member bonuses

We’re committed to serving our members and creating long-term value for them. When we succeed, our members benefit directly and our aim is for eligible members to share in this success.

We've awarded over £500 million in mutual and other bonuses since 2011 - our way of rewarding eligible members for their support of the development and growth of our business.

Care Navigator

We’ve teamed up with MorganAsh to offer you Care Navigator, a service designed to help people navigate the complex care system.

Care Navigator offers independent care advice to help you feel confident that you’re making the best possible care decisions – for yourself, or a loved one. You can get the specialist help you need to make the right decision. Start with a free initial phone call and complimentary guide.

Find out more about Care Navigator.

Member discounts

Our members can save money on a range of products and services, including car, home and pet insurance.

Find out more about our member discounts.

Member Support Fund

We want our members to live more confident lives.

The Member Support Fund is designed to give our members a helping hand when life throws them a curve ball. They can reach out to us and apply for practical support or a financial boost.

Find out more about the Member Support Fund.

LV= Doctor Services

We’ve added LV= Doctor Services to selected LV= products*, giving you and your spouse or partner access to a range of services.

You’ll get fast and convenient access to six expert medical services provided by Square Health in one simple, easy to use app or by phone request – to help you to look after your health, whatever your medical concern, wherever you are.

Find out more about LV= Doctor Services.

*Product eligibility applies.

Voting rights

Our Annual General Meetings (AGMs) or Special General Meetings (SGMs) are an opportunity for our members to have a say on the way their mutual is run.

Catch up on the latest AGM news

Learn about investing

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Investing for Beginners: Lower-risk financial investments to grow your savings

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Guide to tax-efficient savings: How to keep more of what you earn

Help finding an adviser

To help you get the most from your money, you can speak to a financial adviser

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If you don’t have a financial adviser you can have a chat with one of our investment advice specialists, or you can find one near you on unbiased.co.uk.

If you’re nearing retirement, our in-house retirement and pension advice service can help you approach retirement with confidence.

Please note that the information given on these pages should not be seen as advice to take out a specific product.

Guides to help you choose a financial adviser

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What questions should you ask a financial adviser?

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