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Retirement & Investments

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Important information - Coronavirus (COVID-19)

We recognise that it’s still a challenging time for you and your clients as we transition to the new normal. We’re working hard to provide you with support, new initiatives and the most current information. Please visit our dedicated hub for the latest updates and our opening times.

Smoothed Investments

View our Smoothed Investments proposition, with a range of fund choices accessible as a pension, bond and ISA.

Equity Release products

View our award-winning Equity Release products, highly rated in 2019 by Moneyfacts and Defaqto.

Supporting your business

Retirement Pathfinder

Easily compose, model and personalise retirement options for clients and export the results in a useful report.

Literature Library

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

Funds Centre

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

Retirement Desk

Our dedicated team of specialists are available to support all your business needs. Contact us to see how we can help.

Pension Servicing

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

Suitability wording

Our template paragraphs have been designed so that you can use and adapt them to help construct your own suitability letters for clients.

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.

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