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We know that in the past recommending and providing blended retirement solutions may have been time consuming and presented challenges for you and your clients. The LV= Retirement Pathfinder tool has allowed you to outline potential blended retirement scenarios for your clients, regardless of their pension pot size; giving them a snapshot of what their retirement income could look like.
Although a fantastic tool, we’ve identified the main difficulty being the ability to link LV= Retirement Pathfinder and LV= Retirement View together to give you a seamless journey. To ensure you get the most you can out of using LV= Retirement Pathfinder, you will now be able to complete your client scenario and click straight through to the quote and application functionality within LV= Retirement View, without having to resubmit your client’s details.
Alongside the addition of the link, we’ve improved other areas within LV= Retirement Pathfinder to give it a better look, feel and provide you with an overall improved experience.
We want to provide you and your clients with the best possible outcomes, and we will continue to enhance our tools and services to better suit your needs.
Use the LV= Retirement Pathfinder
LV= Retirement Pathfinder is intuitive and easy to use, offering a whole host of benefits to you and your clients, giving them a real idea of what their retirement future might look like. With the enhancements you can now go straight through to quote and application, providing you with good client outcomes, speed and simplicity.
To benefit from LV= Retirement Pathfinder and use the tool’s new features, you’ll have to sign into your LV.com/adviser account.
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.
Lines open: 8.30am – 5.30pm Monday to Friday.
Calls will be recorded and/or monitored for training and audit purposes.