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    Flexible Guarantee Bond Series 3

    Potential for capital growth over the longer term with ongoing flexibility and guarantee options

    For clients, investing money can be stressful. We must always say that ‘the value of your investments can go down as well as up and you might get back less than you invested’ – this is obviously going to cause concern for clients who may be investing a large proportion of their life savings; money they might have earmarked for a specific event such as children’s education, or care fees for elderly relatives.

    At LV= we have designed a set of funds to take at least some of this worry away. The LV= Flexible Guarantee Bonds (FGB) has a structure and unique features to provide an important element of protection and investment security for clients investments. At the same time, the funds are actively managed by leading fund managers, Columbia Threadneedle and all three funds have a good record of investment growth.

    Download our six suggestions here for how the LV= Flexible Guarantee Bond could help your clients.


Bond features

  • Minimum investment £5,000, maximum investment £1,000,000
  • Choice of three investment funds managed by Columbia Threadneedle
  • Unique smoothing mechanism
  • Optional capital guarantee
  • Penalty free withdrawals – regular or ad hoc
  • Can be used to reduce IHT liability

Important information

  • This is a stock market investment so your client isn't certain to make a profit and may get back less than they invested
  • If your client buys a guarantee, at the end of the selected guarantee term, the value of their bond will be at least the value on the date the guarantee started, less any money taken out.

Performance

Performance

Read more about the current performance and asset allocation of our Flexible Guarantee Bond.

More about performance

Fund options

Fund options

Find out about our three 'ready-made' fund options managed by a team of investment experts.

View the three fund options

Membership rights

Membership rights

Taking out a Flexible Guarantee Bond Series 3 entitles your client to membership rights.

More about membership rights

Contact us

Contact us

Read more about where we're based and all of our contact information.

Contact our retirement specialists

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