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LV= Insights

Technical

GDPR at a glance

State benefits – what do they really mean for your clients?

This is a question that comes up time and time again. So, let’s be clear the state can provide a safety net if ill health or an accident does strike. But the reality is welfare benefits were never designed to support the lifestyle most people are used to today.

The maximum sickness benefit your client would be entitled to is just £110.75 a week*. This is based on a client aged 25 or over and in the Employment and Support Allowance support group.

Could your clients survive on state benefits? We show you how your clients will be affected if they lose their income and how to position the need for income protection.

GDPR at a glance

GDPR at a glance

What’s GDPR all about? What does it mean for you, your business and your clients?

We’ve summarised the key points in this handy one page guide.

Retirement Outcomes Review - Summary

Think GDPR checklist

Get the basics right with this helpful reminder checklist to help you comply with the new regulations.

Why not print it and keep it on your desk to help you ‘think GDPR’?

First page of the Retirement Outcomes Review - Summary

LV= Breach reporting process

If you become aware of a potential data breach involving LV= customer, member or employee data, here’s what you need to do now.

First page of the state of retirement report

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.

Partial transfers - technical guide

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.

GDPR at a glance

GDPR at a glance

What’s GDPR all about? What does it mean for you, your business and your clients?

We’ve summarised the key points in this handy one page guide.

First page - Retirement Outcomes Review - Summary

Think GDPR checklist

Get the basics right with this helpful reminder checklist to help you comply with the new regulations.

First page of Retirement Outcomes Review - Summary

LV= Breach reporting process

If you become aware of a potential data breach involving LV= customer, member or employee data, here’s what you need to do now.

First page of the pension consolidation - at a glance

Pension Consolidation – At a Glance

Pension consolidation can provide a useful source of activity and business for you and your company, and achieve improved retirement outcomes for your clients.

As retirement income specialists, we’ve summarised the case for consolidation, and how LV= can help, in this quick guide.

Page view of the sales aid "Advising on pension transfers"

Advising on Pension Transfers (PS18/6)

The FCA’s policy statement (PS18/6) sets out the final rule changes on advice given to consumers about converting or transferring safeguarded benefits.

It was published in response to CP17/16: Advising on pension transfers.

Page view of Improving the quality of pension transfer advice

Improving the quality of pension transfer advice (CP18/7)

The FCA published CP18/7: Improving the Quality of Pension Transfer Advice on 26 March 2018. The consultation period will close on 25 May 2018 and we expect the FCA to issue the Policy Statement in Autumn 2018.

This paper is designed to summarise the key themes and issues raised in the consultation and invite you to let us know your views on the topics raised.

First page of the retirement Outcomes Review - at a glance

Retirement Outcomes Review - At a glance

The Retirement Outcomes Review by the FCA has looked into how consumers have responded to pension freedoms.


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Tools and calculators

See all our tools and calculators available to simplify your client conversations.

Our tools and calculators

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Claims hub

Information on our approach to claims, how to make a claim and claims performance.

Our claims hub

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Literature library

Download or order brochures, applications and guides

Visit the literature library

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