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A wide range of investment opportunities with full SIPP flexibility

LV= Self Invested Personal Pension

Self Invested Personal Pension support

Account Servicing

Account Servicing

You can use our handy online account servicing to view key information about the policies held by your clients, obtain current transfer values and request fund switches.

Features

  • View all the key information about the policies held by your clients
  • Obtain a current transfer value for the policies held by your clients in the form of a PDF for easy printing, filing or emailing
  • Request a fund switch on behalf of your client online

Pension Account Servicing


Retirement Planner

Retirement Planner

Use our investment modelling tool to produce a bespoke risk analysis report for your client in just ten minutes.

Visit the Retirement Planner


Calculators

Calculators

We have two calculators to help you make the right decision for your clients, helping you to tailor the plan to their specific needs.

  • You can use our Income Calculator to work out unsecured pension income limits, which show results before and after payment of PCLS.
  • Using our Salary Exchange Calculator, you can calculate the potential savings your clients can achieve by making their pension contribution via the salary sacrifice route.

Daily fund prices

Daily Fund Prices

Keep up to date with all of our daily fund prices. We also have downloadable fact sheets and an x-ray facility to see ‘what’s under the bonnet’ of LV= funds.

Find out more

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