information

We use cookies to give you the best possible experience online. By continuing to use our website, you agree to receiving our cookies on your web browser. Visit our cookie policy page to find out more and how to change your cookie settings.

skip to main content

Catch up with the latest press releases from LV=

Large green heart

DISTRIBUTION TECHNOLOGY AND LV=

Press release: 21/02/2008


Distribution Technology and financial services group LV= (formerly Liverpool Victoria) have teamed up to provide a new web-based service offering consumers a straightforward check-up of their financial needs and priorities.

LV= is the UK's largest friendly society, with around one million members. It has recognised the importance of giving its customers online access to financial guidance before they make a decision to contact a financial adviser for more specific advice.

The web-based ‘Financial Check-Up' has been designed and developed by Distribution Technology, the UK's leading provider of planning and sales software. Financial Check-Up helps people to analyse their financial priorities across a range of needs, including budgeting, protection, mortgages, retirement, and savings and investments. An individual report can be saved or printed off, and users are invited to contact LV= financial advisers, or their existing financial adviser in relation to pensions and mortgages, for further information or assistance.

Robin Willison, Financial Advice Services Director at LV= said: "Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up' provides a rapid and valuable ‘first step' assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up' delivers this in a convenient and intuitive manner."

Ben Goss, CEO of Distribution Technology, added: "This project marks a new emphasis for us, as it reinforces the ease of use of our technology for consumers. The internet is fast becoming the consumer's ‘channel of choice' for initiating their search for financial products and guidance, however there haven't been any sites which provide customers with accurate assistance as to what they should do with their finances, until now."

For more information, or to try the LV= Financial Health Check, visit www.lv.com/advice