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A wide range of investment opportunities with full SIPP flexibility

LV= Self Invested Personal Pension

Self Invested Personal Pension options

LV= Pension funds

The straightforward investment option. Use these as core investments and then diversify or build the entire portfolio from our wide range of funds – managed by some of the investment heavyweights.

  • More than 160 investment funds across all major sectors
  • Invest in up to 20 funds at any one time
  • Fund switch at any time

At least £3,000 of your client’s investment must be in LV= Pension funds before taking other investment options, unless your client is investing at least £5,000 into Flexible Guarantee Funds

Flexible Guarantee Funds

Our Flexible Guarantee Funds give your pension clients access to a whole of life with-profits investment with a range of flexible capital guarantee options that can be bought at any time.

Benefits include:

  • a capital guarantee option to protect and lock in growth with a range of terms to suit your client's needs
  • access to three multi-asset funds with different risk profiles
    - Cautious Series 2
    - Balanced Series 2
    - Managed Growth
  • switching capability for evolving investment needs
  • averaging, to protect your client from the ups and downs of short term market movements

Cofunds investment platform

By linking with Cofunds, LV= customers can access the full range of over 1500 funds from more than 90 fund providers.

  • No initial charge on investments on the Cofunds platform
  • Easier online access to fund switching via the Cofunds platform
  • More investment choice for your clients - access to one of the widest fund ranges available

Share Dealing

We offer access to an execution-only share dealing service.

Self-Investment

The LV= SIPP can accept a wide range of direct and indirect investments. These include (but are not limited to) :

  • Unit trusts, Open Ended Investment Companies, Investment Trusts
  • Insurance company managed funds and unit linked funds
  • Structured Equity Products
  • UK Registered Stocks and Shares
  • UK Deposit accounts
  • UK commercial Property

This is not an exhaustive list and there are some restrictions over what you can invest in. To clarify if the LV= SIPP is able to accept a specific investment that you have in mind, speak to your LV= Retirement Consultant or email investments@lv.com

Discretionary Managers

We’ve linked with some of the leading Discretionary Managers to provide choice around bespoke investment portfolios.

  • A highly personalised investment approach, designed to make investing easier while keeping your clients in control
  • Gives your clients a tailored solution focusing on delivering precisely what they need, when they need it, as they approach retirement and their priorities and attitudes to risk begin to change
  • A rigorous selection process applied in choosing the right investment managers for our Discretionary Management Option
  • Offers a variety of investment styles and a comprehensive range of services such as face-to-face meetings, quarterly reports, online services and keenly negotiated fees

Your client can take advantage of one or more of our carefully selected panel below:

  • Brewin Dolphin
  • Cazenove Capital Management
  • Quilter
  • Rathbones
  • Charles Stanley
  • Investec Wealth & Investment

08000 850 250

TextDirect: first dial 18001

8.30am - 5.30pm Monday - Friday

We may record and/or monitor calls for training and audit purposes.

Literature

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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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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.

More about Hopscotch

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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