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Investments

We're passionate about investments and ensuring you and your clients have access to great investment choices. Our wide range of fund options, fund management and Flexible Guarantee Investments provides a great opportunity for you to help your clients achieve their investment goals.

LV= ISA

Introducing our new stocks and shares ISA, delivering a smoother investment journey and helping protect your clients' investments from shorter-term market volatility. The LV= ISA provides access to a range of three global, risk-rated multi-asset funds, actively managed to our exacting mandate by Columbia Threadneedle Investments.

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Flexible Guarantee Investments

Our unique Flexible Guarantee Funds are available as a Bond investment or as an investment through our five-star rated Flexible Transitions Account pension wrapper.

Flexible Guarantee Bond

Our Flexible Guarantee Bond (FGB) is made up of three funds which are actively managed by Columbia Threadneedle Investments. The funds come with a built-in smoothing mechanism to help protect client investments against market volatility and optional capital guarantees can be bought at any time for added reassurance.

Flexible Guarantee Funds

Our Flexible Guarantee Funds (FGF) feature a unique smoothing mechanism and the option to add a capital guarantee to help protect pension clients’ investments from market fluctuations while offering the opportunity for investment growth.

Pension Investment Management

All pension investments sit within our Flexible Transitions Account SIPP wrapper that has been given a five-star rating by Moneyfacts for the last five years. We have carefully selected a range of investment choices to meet all your clients’ retirement investment needs.

Passive Investment

A range of passive investments including pure index trackers and both risk-rated and risk targeted multi-index funds.

Active Investment

Actively managed funds in all leading market sectors from some of the leading investment managers including Schroders and Investec.

Discretionary Fund Management

A personalised investment approach providing clients with a bespoke retirement investment solution, from our panel of eight of the leading discretionary fund managers.

Our Self-Invested Personal Pension (SIPP)

Full investment flexibility through our SIPP, backed by over 25 years’ experience in the self-invested pension market.


Supporting your business

Funds Centre

Explore our wide choice of funds. Search, compare and analyse performance to help you make the right choice for your clients.

Pension Servicing

View and manage your client portfolio with easy to use online self-service, including valuations and online fund switching.

Investment Governance

Information about our investment governance and annual due diligence processes.

Read more on our Investment Governance

Read more about our DFM due diligence


Retirement Desk

Our dedicated team of specialists are available to support all your business needs. Contact us to see how we can help.

Literature Library

Search our online library and download documents to help you and your clients learn more about our products and services.

Suitability wording

Our template paragraphs have been designed so that you can use and adapt them to help construct your own suitability letters for clients.


Member benefits

Every client who is covered by one of our personal or business protection and retirement products automatically becomes a member of LV=. This means they are entitled to a range of added benefits and support.

Working with LV=

We’ve been providing financial stability to our customers since 1843 as Liverpool Victoria, and we’re fully committed to the intermediary market. By working with us, you will get the support you can expect from a respected provider.

LV= Insights

We know your time is precious, that’s why we’ll help you keep on top of the latest industry news and regulations affecting your business.

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Contact us

Have a query? Speak to your usual LV= sales contact or call our dedicated Retirement Desk on 0800 085 0250.

Connect with us

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