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A wide range of investment opportunities with full SIPP flexibility

Self Invested Personal Pension

We believe that plan flexibility should be one of your key considerations when you are developing retirement solutions for your clients.

The LV= Flexible Transitions Account (FTA) allows you to offer a comprehensive Self Invested Personal Pension that provides a wide range of investment options and the opportunity for clients to have involvement in investment decisions if required.

Plan features

  • Wide range of investment options to suit different levels of investor sophistication and appetite to investment risk
  • Access to a selected range of leading investment managers
  • Full range of drawdown options

Important information

  • This is a stock market-related investment, so your client isn't certain to make a profit
  • If the government changes the way your plan is taxed, this may affect how much your client gets back

How to buy

Find out if your client is eligible

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LV= Retirement Pathfinder

A free and impartial retirement modelling tool to help you and your clients create, view and analyse different retirement scenarios.

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Blended Solutions

The retirement landscape has fundamentally changed for the better, giving customers more choice and control over their retirement income.

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Retirement Hopscotch

Hopscotch is the effective way for you to guide your clients through the maze of retirement options they face, making it easier to structure retirement income.

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Heart of Retirement

LV= Heart of Retirement is our adviser hub which assists in supporting and updating UK financial professionals on key retirement matters

Visit the Heart of Retirement

LV=, County Gates, Bournemouth, BH1 2NF, UK