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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 have guarantees (these are optional in the case of FGF) which are provided by LV=.

The FGF Funds are managed by Columbia Threadneedle to a mandate set by LV=. Columbia Threadneedle were selected following an exhaustive due diligence process.

Both Defaqto and Distribution Technology have produced independent reports about our FGF funds.

Defaqto have produced a Q&A style document about the funds as an aid to adviser 'due-diligence' research. The funds have also been risk-rated by both Distribution Technology (DT) and Synaptics.

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

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.

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