We use cookies to make sure your experience is as good as it can be. If you’re happy with that, just continue using the site. Learn more about cookies here.

skip to main content

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

Discretionary Fund Management

Discretionary Fund Management (DFM) provides a personalised investment approach for clients, giving them a truly bespoke pension investment solution.

In 2002, we were one of the first providers to launch a DFM within a pension for financial advisers, and it’s been a key part of our pension proposition ever since.

We provide access to eight of the leading discretionary fund managers in the country, supporting advisers in providing bespoke investment solutions for their pension clients.

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

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
Image of the LGT Vestra company logo
Image of the Brooks McDonald company logo

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 will 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

More on LV= Value

LV= Secure

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

More on LV= Secure

LV= Choice

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

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