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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= Pathfinder guide

How to use LV= Retirement Pathfinder, what it can do, and how it can be used for the benefit of you, your business and your client.

6 simple steps to using LV= Retirement Pathfinder

Number one

Enter your client's details

  1. Simple and concise data entry
  2. Answer a few basic questions
Screenshot of the pathfinder tool showing the client questions

Number two

Choose a foundation to build a retirement solution from

  1. Straightforward selection menu
  2. Written in a language clients will understand
Screenshot of the default blends

Number three

Tailor solutions to suit needs

  1. Adjust solutions and add elements to reflect requirements
  2. Compose solutions for clients with more complex needs
  3. Model retirement products
  4. Toggle between income and asset view
Screenshot of the solution builder screen

Number four

Set up and save multiple solutions

  1. Quickly navigate between typical solutions
  2. Easily create and try different solutions
  3. Log in to save solutions for comparison and future use
  4. Print solution summary into a PDF report
Screenshot of the solutions menus

Number five

Compare options with solution summary and chart report

  1. Side-by-side comparison
  2. Shows pros and cons of different solutions to support client discussions
Screenshot of the solution summary page

Number six

Create a Retirement Solutions PDF report

  1. Prepare for your client meetings
  2. Document your discussion to help support compliance requirements
  3. Email it to your client for to reinforce understanding and 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