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Provides a secure income over a set term, with a guaranteed value at maturity

Protected Retirement Plan

At a glance

Unsure if the product is right for your client? Our table below sets out our product at a glance to help you make an informed comparison.

Eligibility

Your client must be investing funds build up in a UK registered pension scheme with a minimum age at entry of 55. The maximum age at maturity is 90.

Term and value

The term must be between 3 and 25 years with a minimum purchase price of £10,000. Applications over £500,000 are reviewed on an individual basis. When the plan is set up, we’ll calculate the guaranteed maturity value at the end of the plan term. This is based on the purchase price, term of the plan and the options chosen.

Investment methods

A plan can only be bought with pension savings:

  • from a transfer of un-crystallised benefits from a registered pension scheme
  • from a transfer of an existing drawdown pension fund
  • as an investment within a SIPP wrapper

If you’re unsure if the product is right for your client, you can speak to the LV= Retirement Desk on 08000 850 250 or email us at retirement@LV.com and we’ll be happy to help. Our lines are open from 8.30am to 5.30pm Monday to Friday. For TextDirect, first dial 18001.

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