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.

• A dedicated landing page which gives you the opportunity to, view and edit past cases, view different case studies and input your personal details.
• The option to include/exclude taxable income in the ‘Other income’ section within the form.
  (This enables you to tax other income such as; rent from a second home, DB pension schemes, etc... Giving your clients a more accurate picture of their future)
• The option to set an initial advice charge in either pounds (£) or percentage (%). This charge is set on your personal landing page and will be visible on each client scenario.
• The option to include multiple graphs in your client reports with an upper quartile life expectancy line to help you asses with your clients when they are likely to live to.

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.