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Thought leadership

Reports and papers commissioned by LV= providing you with the latest industry relevant content.

Thought leadership

A paper sponsored by LV= and written by Abraham Okusanya of FinalytiQ - Navigating the Retirement Income Challenge

We commissioned Abraham Okusanya, founder of research consultancy FinalytiQ to explore and challenge existing retirement income planning, in particular the safety-first and the probability-based approaches. The report examines:

  • The Retirement Income Challenge - how have you changed your approach to retirement clients since Pension Freedom and Choice?
  • Probability-driven vs Safety-first - Understanding the options and choosing the right approach to match individual client needs
  • What is a sustainable and safe withdrawal rate?
  • The importance of using the right tools for your retirement income advice
  • Helping to reduce the risk of ruin
Thumbnail of the paper - Navigating the Retirement Income Challenge

A paper commissioned by LV=, written by Billy Burrows

We commissioned industry expert, Billy Burrows to investigate how mixing retirement solutions can help you get the right blend for your clients. Billy's report examines:

front cover of billy burrows report
  • What is blending?
  • Why a combination of retirement options needs to be considered
  • Which clients are suited to a blended solution?

Latest paper commissioned by LV= written by Billy Burrows

2nd in a series for LV= from industry expert Billy Burrows looks at:


front cover of billy burrows report on retirement control
  • The challenges of today's retirement journey
  • The importance of age 75
  • Using hybrid and blending solutions to meet changing needs throughout retirement

Defaqto Q&A Review – LV= Flexible Guarantee Fund

We've commissioned Defaqto to carry out an independent due diligence review of our Flexible Guarantee Fund (FGF) proposition, especially for you.

front cover of Defaqto ; flexible guarantee fund report
  • Do you have clients who are risk averse, in the later stages of saving for retirement or perhaps, beginning their decumulation in post-retirement?

A paper sponsored by LV=, written by Defaqto

We sponsored industry experts, Defaqto, to carry out independent research into how the LV= Retirement Solutions’ tools can benefit your advice journey. The report examines:

Front cover of defaqto; balancing retirement solutions report
  • What is the LV= Retirement Account?
  • The benefits of blending in the Retirement Account
  • The rules relating to death benefits in the post April 2015 pension regime


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