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Balance security and growth with risk-rated smoothed & passive portfolios from just 0.75% p.a. all-in

We offer simple, risk-rated investment portfolios for your low to medium risk consolidation clients, from just 0.75% per annum (including wrapper charge). These portfolios are based on blends of funds including our range of Smoothed Managed Funds and funds from our range of risk-rated passive investments.

Take a look at some of our example portfolios to see how you can balance the need for security with exposure to investment growth and potentially reduce the overall cost of your client’s pension.

Balance security and risk with consolidation from just 0.75% per annum

View our range of cost-effective risk-rated funds to help you blend a consolidation solution matched to your client’s risk-rating.

Get a quote or apply

0800 085 0250

TextDirect: first dial 18001

8.30am - 5.30pm Monday - Friday

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

The LV= Flexible Transitions Account

5-star Moneyfacts rated pension with 25bps wrapper charge.

Why consolidate with LV=?

10 reasons to choose LV= for your lower risk consolidation business.

The LV= investment proposition

Our pension investment solutions include a comprehensive range of active and passive options.

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK