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Protected Retirement Plan

Great reasons to choose LV=

We feel that these reasons put us above the rest when comparing providers for a fixed term annuity.

Flexible product design

You can choose from a wide range of options, allowing you to tailor the plan to best suit your client’s circumstances.

Options include:

  • Guaranteed income over a fixed term up to 25 years (minimum term applies)
  • Choice of income level
  • Ability to choose an escalating income
  • Facility to provide a beneficiary’s income
  • Variety of death benefits
  • Flexible remuneration options.

Anytime conversion feature

Our free conversion feature included with all new contracts, allows your client to end their existing plan and transfer out at any time should their circumstances change, so they:

  • won’t have to wait until the plan is due to end if they don’t want to
  • can transfer out to another retirement product, or take as taxable cash, at any time, for any reason

Find out more about the anytime conversion feature

Retirement specialist

We also offer a wide range of other retirement solutions, therefore when your client’s fixed term annuity reaches maturity, you can be confident that we’ll have a solution for them.

Membership benefits

When your client takes out an annuity, they will agree to become a member of Liverpool Victoria Financial Services Limited. This entitles them to benefits including:

  • discounts on our car, home, pet and travel insurance products provided by provided by LV= General Insurance Group, a subsidiary of Allianz Holdings plc
  • free member care line on health and medical matters, counselling and legal issues
  • member benefits
  • contact the LV= Retirement Desk and speak with one of our retirement specialists

Product profile

A summary of the relevant product information about the customer and trustee versions of our Protected Retirement Plan, in accordance with the Insurance Distribution Directive.

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Liverpool Victoria Financial Services Limited, registered in England with registration number 12383237. County Gates, Bournemouth, BH1 2NF, UK