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Technical Centre

Simple, easy-to-read information and guidance on the technical issues
Can't find what you're looking for? Let us know by commenting in the 'Your views' section below.

Latest documents

Pension Death Benefits – Technical Guide

The changes to the pension death benefits rules in April 2015 have created some potential opportunities for you to provide additional support to new and existing customers.

This guide provides a quick recap of the main changes, suggestions of actions for you to consider and reminders of how LV= can help.


Final Salary Transfers – Technical Guide

Interest in final salary transfers has increased dramatically since the introduction of pension freedoms. If you’re not a pension transfer specialist, how can you discuss this complex subject with your clients without giving potentially unauthorised advice?

We’ve summarised the key elements that you need to know, suggested actions, and challenges for you to consider in your approach to client enquiries.


Partial Transfers – Technical Guide

We believe that partial transfers should be a standard consideration for all members thinking about transferring out of their DB scheme.

With the increasing focus from the regulator on pension transfers, make sure you understand the potential risks involved, how to create possible business opportunities and how LV= can help.


Document types

Briefing summary

We’ve summarised the lengthy and complex regulatory papers into simple summary documents to highlight the key issues you need to know about

At a glance

A quick guide to help you understand what the regulations mean for your business, what you need to do, and how LV= can help

Topical news

Signposting the most relevant news stories from across the trade press

Technical

Simple and easy-to-read guidance papers on the technical issues

Thought leadership

Research and thought leadership papers from LV= on the key topical issues


Your views

  • Can't find what you're looking for?
  • Would you like more information on a particular industry topic?
  • What do you think about the regulator's proposals?

We invite you to give us your thoughts, submit your questions and get involved in the conversation. Have your say and our team of experts will be in touch.

If you'd like a personal response, please provide your details below and we'll be in touch.


Explore LV= Insights

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Pension freedoms

Understand the issues that affect your business and your clients since the introduction of pension freedoms.

Find out more

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The case for consolidation

Addressing the ‘consumer complacency’ challenge – helping you build awareness of the potential advantages of pension consolidation for your new and existing clients.

Find out more

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The value of advice

Working together to help consumers understand the value of financial advice, and grow your business.

Find out more

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