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Helping you model tailored retirement solutions for your clients

LV= Retirement Pathfinder has been designed to work on Google Chrome.

LV= Retirement Pathfinder

LV= Retirement Pathfinder is a free and impartial retirement modelling tool to help you and your clients create, view and analyse different blended retirement solutions.

Main features

  1. Helps you create tailored single product and blended retirement solutions
  2. Provides a snapshot of your client's retirement future
  3. A clear and easy to understand visual scenario comparison
  4. Produces a professional client report in a convenient PDF format
  5. Available for all advisers at no additional cost

More on the benefits

Register for a demonstration of the LV= Retirement Pathfinder

How to use

Input some basic client details to provide bespoke single product and blended retirement solutions based on their budget, health and retirement needs. Choose a foundation solution and adapt it to meet your client’s retirement requirements. LV= Retirement Pathfinder will then work out what sort of income they can expect to receive based on their financial situation. Colour coded charts highlight how this income is made up from their assets and the state pension. You can even toggle between income; asset; income tax and OAC views.

Log in to quickly create blended retirement solutions to show clients how different retirement options will affect their income; save the solutions your clients are interested in; produce a PDF report to frame your client discussions; email it to them for future reference, and keep a copy for yourself as a record of your conversation.

Intuitive and easy to use, the LV= Retirement Pathfinder you find offers a whole host of benefits to you and your clients, and give them a real idea of what their retirement future could look like.

Example Solutions

Click the links below for more tutorials on example solutions that demonstrate how to use the different scenarios available:

Read our guide on how to use the tool

Use LV= Retirement Pathfinder tool now

LV= Retirement Pathfinder has been designed to work on Google Chrome, Mozilla Firefox, Safari, and Internet Explorer 9 and above

Adviser support

08000 850 250

TextDirect: first dial 180 01

For advice or information on creating multi-product retirement solutions or using our LV= Retirement Pathfinder tool, give us a call and we’ll do all we can to help you.

Lines open: 9am – 5.30pm Monday to Friday.

Calls may be recorded and/or monitored for training and audit purposes.

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