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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

Benefits of using the LV= Retirement Pathfinder Tool

In this changing retirement landscape, our LV= Retirement Pathfinder tool can help you to work with clients to find the right retirement solution for them. Written simply, in a language clients will understand, you can create retirement options with them, and model how they will affect their retirement income.

Benefits for you

Quickly create blended retirement solutions
Efficiently advise your clients on a range of retirement solutions.
Flexible retirement solutions
Easily adapt solutions to cater for changes in lifestyle, wants or needs.
Compliance support documentation
Create a PDF report of suggested solutions to help meet compliance requirements.

Benefits for your clients

Snapshot of retirement future
Help clients to visualise their retirement future using their own figures.
Visual solution comparison
Side-by-side graphical demonstration of each solution, it’s pros and cons.
Professional PDF report
Easy to understand report for clients to keep for future reference.

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