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For bespoke retirement investment solutions. Discretionary Fund Management, pure SIPP investment and stockbroker services.

Discretionary Fund Management

We’ve linked with some of the leading Discretionary Managers to provide choice around bespoke investment portfolios

Image of the Investec company logo
Cazenove Capital Management logo
Image of the Charles Stanley company logo
Image of the Brewin Dolphin company logo
Image of the Rathbones company logo
Image of the Quilter Cheviot company logo

To view the factsheets of our carefully selected panel of leading Discretionary Managers, simply click on their company logo above.

Find out more information on Discretionary Managers.

For more details about our DFM due diligence process, click here

Stockbroker Services

We no longer have an agreement with Barclays for Stockbroker Services. We are currently working with our investment partners to provide an alternative stockbroker service.

Please speak to your usual LV= sales contact for more information, or speak to our Retirement Desk on 08000 850250.

SIPP Investment

We have over 25 years in the SIPP market with an in-house team with the experience and know how to provide you, and your clients, with the best possible SIPP service.

Our experience means we’re able to give you valuable guidance on issues such as approved investments, regulatory reporting and income strategies.

For more information, or to discuss a specific client, speak to your usual LV= sales contact or call our dedicated Retirement Desk on 08000 850 250

For TextDirect first dial 18001. We may record and/or monitor calls for training and audit purposes.

Alternatively you can email us: [email protected]

LV= Value

A range of low cost / high quality investment funds including market leading passive and risk rated solutions.

LV= Secure

Options to provide protection against market fluctuation and provide guaranteed income in retirement.

More on LV= Secure

LV= Choice

Speak to your usual LV= sales contact for more investment options.

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