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The LV= Investment Proposition

Information about our investment due diligence processes

LV= Value

All of our insured funds go through an on boarding and ongoing due diligence process which means you, and your clients can be sure that LV= is challenging the fund managers to ensure they produce the best possible results.

Our partnership with Morningstar gives you access to detailed and up to date information about each fund in our portfolio.

LV= Secure

Both our Flexible Guarantee Funds and our Fixed Term Annuity (the Protected Retirement Plan) have guarantees which are provided by LV= – these are optional in the case of our Flexible Guarantee Funds.

The Flexible Guarantee Funds are managed by Columbia Threadneedle Investments to a mandate set by LV=. Columbia Threadneedle was selected following an extensive due diligence process.

Leading market and investment analysts Defaqto* and Distribution Technology have both produced independent reports about our Flexible Guarantee Funds, providing useful aids to adviser due diligence research.

The funds have also been Risk Rated by Defaqto*, Distribution Technology and Synaptics.

  • Defaqto report (available on request)
  • Distribution Technology Report (available on request)

LV= Wealth

Our relationships with our panel DFMs have been in place for a number of years

We have undertaken robust and ongoing due diligence to make sure that our partners meet our exacting standard and provide not only high quality investment solutions but also first class service.

Although you still need to make sure the solution you choose is right for your clients specific needs, you can rest assured that LV= are also working to ensure that our partners deliver good quality solutions to retain their position on our panel.

*Defaqto is a financial information business, helping financial institutions and consumers make better informed decisions.

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