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

A key retirement income planning vehicle for clients approaching, and in their retirement years

Drawdown Pension

Great reasons to choose LV=

Our product range

We offer a range of capital and income retirement planning products, offering a brighter future for those who are planning, or already in, retirement. Our product range reflects our specialist approach with pensions, annuities and equity release forming part of the core business sold.

We have a wide range of investment choices

We have a range of over 160 insured funds, allowing you to offer a tailored investment strategy to meet your client’s defined risk profile.

Our experts

Our specialist retirement team through National Mutual, GE Life and Tomorrow, has been active in the Drawdown market for more than 17 years. LV=, as National Mutual, was one of the first providers to offer Drawdown plans when they first became permitted under legislation in 1995.

Our financial strength

We have 5.8 million customers and members throughout the UK, with a 2016 operating profit of £159m (pre Ogden)*, (Source: LV= Annual Report 31 December 2016).

AKG has rated Liverpool Victoria Friendly Society as B+ (very strong) for Overall Financial Strength. (Source: AKG Actuaries and Consultants Ltd, Company Profile & Financial Strength reports 2016).

* In common with other insurers, the reduction in the Ogden discount rate had a significant one-off impact on the Group’s financial results. Our 2016 operating profit including the impact of the Ogden rate change was £20m as we increased our reserves by £139 million to reflect higher claims costs. For further information, please visit our 2016 results announcement here.

We're a mutual not a PLC

As a mutual, we don’t have to answer to external shareholders – so we can concentrate on looking after you and your clients.

Membership rights

When your client takes out an Income Drawdown plan, they become LV= members. This entitles them to benefits including:

  • A say in our annual general meetings (once they’ve had a policy for 12 months)
  • discounts on our car, home, pet and travel insurance products
  • free member care line on health and medical matters, counselling and legal issues

More on membership benefits

And we're award winning too...

Financial Adviser Service Awards 2014

Financial Adviser Service Awards 2014 logo

Moneyfacts Investment Life & Pensions Awards 2014

Moneyfacts Awards Investment Life and Pensions 2014 logo

Gold Standard Awards 2014

Gold Standard Awards 2014 logo

08000 850 250

TextDirect: first dial 18001

9am - 5.30pm Monday - Friday

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

Literature

Graph icon

LV= Retirement Pathfinder

A free and impartial retirement modelling tool to help you and your clients create, view and analyse different retirement scenarios.

More about Pathfinder

Money icon

Blended Solutions

The retirement landscape has fundamentally changed for the better, giving customers more choice and control over their retirement income.

More on Blended Solutions

LV= icon

Retirement Hopscotch

Hopscotch is the effective way for you to guide your clients through the maze of retirement options they face, making it easier to structure retirement income.

More about Hopscotch

Heart icon

LV= Retirement Account

The easy way for professional advisers to recommend and deliver a wide combination of LV= retirement income products in one simple account

More on the LV= Retirement Account

Connect with us

About retirement

Vimeo logoLinkedIn company logoTwitter icon showing a bluebird

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