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Our Core funds offer a range of options to support different risk appetites

Personal Pension

We understand that your client may want an easy to understand, straightforward personal pension. With that in mind, we have a low cost option for our Flexible Transitions Account which doesn’t affect their choices later down the line.

Your clients’ investment will sit within our Core Funds range, where they’ll be able to access passive and active funds, our unique Smoothed Managed Funds, and ESG funds.

Plan features

  • A wrapper charge of just 0.2% on investments up to £700,000 and 0% above (min charge of £195 p.a. applies)
  • Over 200 insured funds across all key market sectors
  • Investment management charges from just 0.07%
  • A comprehensive range of passive funds from leading fund managers such as Vanguard, LGIM and Blackrock
  • Over 100 funds risk rated by Distribution Technology
  • Access to our smoothed investment Flexible Guarantee Funds

Important information

  • Available for new customers only
  • Must start their plan with a single premium or transfer of £30,000
  • To continue to benefit from the low fees, your client must stay invested in our insured funds
  • Investment management charges apply in addition to the annual service charge

How to buy

Find out if your client is eligible

Fast, simple and intuitive, quote and apply online now

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About retirement

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