information

We use cookies to make sure your experience is as good as it can be. If you’re happy with that, just continue using the site. Learn more about cookies.

skip to main content

We’re giving back 100% of wrapper fees

Example of the special offer information included in the client's pack
Included in your client's pack

We want to support you in recommending good quality pension solutions that help prepare your clients for a happy retirement. So for all business submitted between Wednesday 22 January and Tuesday 30 June 2020, we’re waiving the first year wrapper charge on all pensions when 100% of the pension monies selected are invested in our Flexible Guarantee Funds. And if that wasn’t enough, all clients can also benefit from a potential investment boost with our mutual bonus (payable after the first year).

You can apply quickly and conveniently online. The wrapper fee will appear in the illustration but will be waived once the case completes. We will confirm this in writing in your client’s welcome pack.

Offer terms and conditions

  1. Applies to all new business applications received by 30 June that complete by 31 August 2020.
  2. The offer also applies to pipeline applications received before 30 June 2020 that complete by 31 August 2020.
  3. The Flexible Transitions Account (FTA) pension wrapper charge of 0.15% will be waived for the first year.
  4. All policies must be written via the LV= Retirement View online application system to qualify for the offer.
  5. The wrapper fee will appear in the illustration, although will be waived once the case completes and we will confirm this in writing in your client’s welcome pack.
  6. The offer is open to both Personal Pension and Drawdown business.

Online services

Key documents

0800 032 2990

TextDirect: First dial 18001

8.30am - 5.30pm Monday to Friday

Calls will be recorded and may be monitored for training and audit purposes

Full contact us information

null

Flexible Guarantee Bond

Providing an important element of protection and investment security for clients.

null

Flexible Transitions Account

The easy way to recommend and deliver LV= retirement income products in one place.

null

LV= ISA

Find out how we can offer tax efficient savings with long term growth potential.

null

Contact us

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

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