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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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Our ratings

Moneyfacts SIPP Five Star rating – since the Pension/SIPP ratings were launched in 2015, our SIPP (Flexible Transitions Account) has received a five star rating each year. A five star rating is proof of a strong and robust product that gives consumers and advisers the ability to choose a SIPP product that most suits their needs in terms of quality and value.

Moneyfacts 2019 SIPP 5 star logo
Moneyfacts 2015 - 2019 SIPP 5 star logo

This means that if you're advising consumers on our equity release products, we have a high rating for the quality of our product features.

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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.

More about Pathfinder

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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.

More on Blended Solutions

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Contact us

Read more about where we're based and all of our contact information.

Contact our retirement specialists

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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

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK