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Value of advice

Understand the potential barriers facing consumers when it comes to taking financial advice. What can you do to overcome these and grow your business? Find out more in this section.

Latest documents

Demonstrate the value of advice - At a glance

Do you ever find yourself having to justify the value of the expert advice that you can provide to new or existing clients when it comes to their retirement planning?

We’ve collated the key findings from our State of Retirement report to help you demonstrate the importance of advice and promote your business.
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LV=’s State of Retirement Report - Thought Leadership

Our 10th annual State of Retirement report focusses on what consumers want from retirement following the introduction of pension freedoms. With the choice and complexities involved, do clients really understand the options available or are they at risk of making the wrong decision?

In this report, we explore how consumers can be supported to make the right decisions, and the importance of financial advice in helping create a positive retirement that clients can enjoy.

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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


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

Latest news

Defined benefit (DB) scheme members are having difficulties in finding financial advisers prepared to advise on pension transfers

For pension scheme trustee or employers looking for more information on how LV= Corporate Solutions can help provide your pension scheme members with access to education, guidance and advice, including DB transfer advice, please visit:

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How we use personal information

If you’d like to find out more about how we use your personal information, take a look at our ‘working with LV=’ pages

Explore LV= Insights

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Pension Freedoms in the spotlight

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

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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.

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Technical centre

Take a look at our technical guides, created for you by our expert team.

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Connect with us

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