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Smoothed Managed Funds Trustee Investment Plan (LV= TIP)

Introducing our new LV= TIP

Our new Smoothed Managed Funds Trustee Investment Plan is a single premium investment plan for Trustees of UK registered pension schemes. With three funds available to suit different risk-appetites, the LV= TIP provides clients with access to our unique smoothed funds as part of their regular Self-Invested Personal Pension (SIPP) or Small Self Administered Scheme (SSAS).

Funds designed for clients who are uncomfortable with volatile investment journeys

  1. Simple and transparent smoothing mechanism based on past performance for fewer shocks.
  2. Enhanced smoothing process means unit prices are averaged from day 2.
  3. Steady medium to long term growth with no unexpected price adjustments to date.
  4. Three multi-asset funds managed by expert global fund managers Columbia Threadneedle Investments (CTI).
  5. Funds risk-rated 3, 4, and 5 by Distribution Technology and Defaqto*.
  6. Smoothed Managed TIP Cautious fund allows clients to buy an optional 10-year capital guarantee for added reassurance
  7. *Defaqto is a financial information business, helping financial institutions and consumers make better informed decisions.

Important Information

  • This is a non-profit plan so clients will not be eligible to participate in any of our distributions to with-profits policyholders. For example, they will not be eligible to receive a mutual bonus.
  • Clients’ investments may go down as well as up, and they could get back less than invested.

The LV= TIP offers easy online quotes with a straightforward application process.

Optional guarantee available for added reassurance

The Smoothed Managed TIP Cautious fund allows clients to buy an optional 10-year capital guarantee. Guarantees can be bought on initial and subsequent investments, or on the expiry of a previous guarantee.

Learn more about our Smoothed Managed Funds

Smoothed returns

Our proven smoothing process helps take away the day-to-day worry of investing.

What's more, it's simple, transparent, and performed exactly as intended through recent market shocks.

Expert fund management

The LV= TIP funds are managed to our exacting mandate by Columbia Threadneedle Investments.

Smoothed Managed Fund range

Our smoothed funds are available through a pension, bond and ISA.

Product profile

A summary of the relevant product information for the LV= TIP, in accordance with the Insurance Distribution Directive.

Online Services

0800 032 2990

For TextDirect, first dial 18001

Lines are open 8.30am - 5.30pm Monday - Friday

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

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Flexible Guarantee Bond

Providing an important element of protection and investment security for clients.

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Protected Retirement Plan

Learn more about how our fixed term annuity offers flexibility and security for clients

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LV= ISA

Find out how we can offer tax efficient savings with long term growth potential.

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Contact us

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

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Contact us

Have a query? Speak to your usual Retirement Consultant or contact our dedicated Retirement team on 0800 032 2990

Connect with us

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