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Give your clients the perfect bridge into retirement with this hybrid solution

Flexible Guarantee Funds Bridge

The LV= Flexible Guarantee Funds Bridge

How it works

We have packaged two of our products within a single SIPP wrapper:

  • The LV= Protected Retirement Plan is our fixed term annuity and provides a secure income over a set term, with a guaranteed value at maturity. It’s this element of the plan which provides your client with a secure income for the duration of the term.
  • The LV= Flexible Guarantee Fundsare our range of 3 with profits fund choices (Cautious Series 2, Balanced Series 2 and Managed Growth), and have a variety of flexible guarantee options and the potential for mutual bonuses to be paid (in addition to the usual returns).
    It’s this element of the plan which provides your client with the potential capital growth, allowing them more retirement options at the end of the term.
FGB bridge flowchart infographic

Adviser support

08000 850 250

TextDirect: first dial 180 01

For advice or information on creating multi-product retirement solutions or using our LV= Retirement Pathfinder tool, give us a call and we’ll do all we can to help you.

Lines open: 9am – 5.30pm Monday to Friday.

Calls will be recorded and/or monitored for training and audit purposes.

image of blended award trophy

Our awards

We've won the Life & Pensions Awards 2016 for blended solutions!

Financial Adviser Life & Pensions awards 2016 | Winner Blended solution provider of the year

LV=, County Gates, Bournemouth, BH1 2NF, UK