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The straightforward personal pension option with a low 0.25% service charge

Personal Pension

We understand that your client may want an easy to understand, straight forward 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 client’s investment will be in the LV= Personal Pension funds. If your client wishes to take other Flexible Transitions Account options later, we’ll simply switch to the standard account service charges

Plan features

  • 0.25% service charge up to £1m
  • More than 160 investment funds from 19 quality fund managers
  • Funds from across all major sectors
  • Investment Management charge from just 0.1%
  • Series of risk rated managed portfolios

Important information

  • Available for new customers only
  • Must start their plan with a single premium or transfer of £20,000
  • To continue to benefit from the low fees, your client must stay invested in our insured funds
  • If they switch back to the selected funds, reduced fees won't apply
  • 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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FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK