Product reporting

Our TCFD product reports

REPORT OVERVIEW

Our product reports provide information in accordance with the requirements of the Task Force on Climate-related Financial Disclosures (TCFD)

  • Sustainability is an integral part of the way we do business. Our TCFD product reports aim to give our members, customers, advisers and other stakeholders a greater understanding of the greenhouse gas emissions associated with our investment funds and the potential climate related risk factors.
  • Please note we do not provide TCFD product reports for funds where a sufficient level of climate data is not available, for example, cash funds.
  • Further information on our approach and what we are doing at LV= to tackle environmental, social and governance issues can be found in our Sustainability Report.
  • The TCFD product reports do not constitute investment advice and we recommend that you speak to a financial adviser before making any investment decision based upon these, or any other information.

Useful Documents

Our TCFD reports

Our TCFD product reports are available via these links. Depending on the product you hold, you’ll be able to find further information on the product and performance.

LV= Self Invested Personal Pension

In addition to our Smoothed Managed Funds TCFD product reports, our pension wrapper gives access to an extended range of investment options from external fund managers. As we do not make investment decisions for, or recommend external funds, we suggest that our members and advisers refer to the TCFD product reports of the relevant fund manager. As these reports are not provided by LV=, we have not independently validated the content of the fund report and therefore LV= does not warrant that any information from third-party sources is accurate or complete.

You can access information from the relevant external fund manager via the links below. In some cases, external fund manager reports may not be available and this can be due to a variety of reasons, such as:

  • The fund manager has not yet provided us with the information.
  • The fund manager is out of scope of TCFD reporting or has deemed the product out of scope. 

In some cases, your LV= fund name will differ to the name on the underlying fund manager’s website. The names cover all LV= pension fund series. Where relevant, we have included the underlying fund name in brackets below. 

If you have any queries about the product report(s) provided by the external fund manager, please email [email protected]

Relevant external fund managers

7IM
Artemis
BlackRock
BNY Mellon
DMS Stirling House
Jupiter
Ninety one
Quilter
Schroders
Sentinel
Vanguard
WS Verbatim