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Our Extended range provides options for enhanced investment freedom

LV= Self Invested Personal Pension

Self Invested Personal Pension options

LV= Core 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.

  • Over 200 active and passive funds across all key market 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= Core 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

Share Dealing

We offer access to an execution-only share dealing service, via Charles Stanley Direct.

Extended Funds

Our LV= Extended Funds offer 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 [email protected]

Selected Funds

We’ve partnered 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
  • Brooks MacDonald
  • Cazenove Capital Management
  • Charles Stanley
  • Investec Wealth & Investment
  • Quilter Cheviot
  • Rathbones
  • LGT Vestra

Blended Options

All the options outlined above can be blended within a single pension portfolio to create maximum flexibility for your clients.

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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

Liverpool Victoria Financial Services Limited, registered in England with registration number 12383237. County Gates, Bournemouth, BH1 2NF, UK