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Pension Investment Management

All pension investments sit within our Flexible Transitions Account SIPP wrapper that has been given a five-star rating by Moneyfacts for the last five years. We have carefully selected a range of investment choices to meet all your clients’ retirement investment needs.

Investment choices

Passive Investment

A range of passive investments including pure index trackers and both risk-rated and risk targeted multi-index funds.

Active Investment

Actively managed funds in all leading market sectors from some of the leading investment managers including Schroders and Investec.

Discretionary Fund Management (DFM)

As part of the LV= Selected Partner Fund Range, DFM provides a personalised investment approach providing clients with a bespoke retirement investment solution, from our panel of eight of the leading discretionary fund managers.

Our Self-Invested Personal Pension (SIPP)

Our Extended Funds provide clients with an investment fund choice, including Commercial Property, non-panel DFMs and other self-investment choices.

Investment Update, December 2019

LV= M&G Property Portfolio (s2) fund has currently suspended trading. This means that we're unable to invest money in or withdraw money from this fund.

If you or your client is currently invested in this fund, we’ll send a letter with more information. If you don’t get this, or if you have any questions please call us on 0800 032 2990 9am - 5pm, Monday - Friday. Please note your call will be recorded and may be monitored for training and audit purposes.

Supporting your business

Funds Centre

Explore our wide choice of funds. Search, compare and analyse performance to help you make the right choice for your clients.

Pension Servicing

View and manage your client portfolio with easy to use online self-service, including valuations and online fund switching.

Literature Library

Search our online library and download documents to help you and your clients learn more about our products and services.

Member benefits

Every client who is covered by one of our personal or business protection and retirement products automatically becomes a member of LV=. This means they are entitled to a range of added benefits and support (Excludes Equity Release products).

Working with LV=

We’ve been providing financial stability to our customers since 1843 as Liverpool Victoria, and we’re fully committed to the intermediary market. By working with us, you will get the support you can expect from a respected provider.

LV= Insights

We know your time is precious, that’s why we’ll help you keep on top of the latest industry news and regulations affecting your business.

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Contact us

Have a query? Speak to your usual LV= sales contact or call our dedicated Retirement Desk on 0800 085 0250.

Connect with us

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Liverpool Victoria Financial Services Limited, registered in England with registration number 12383237. County Gates, Bournemouth, BH1 2NF, UK