Retirement solutions for workplace pension schemes

Helping your members to get the best outcome for their pension savings

This site is intended for those involved in the provision and running of pension schemes.

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How we can help

Our services are designed to hand over the hard work of retirement planning and help members make the most of their pension savings

  • We work closely with workplace pension schemes. This helps us deliver a thorough and engaging package of tailored retirement guidance and advice services - for workplace members of defined contribution, defined benefit and master trust schemes.
  • We help organisations meet their corporate responsibilities. By addressing modern workplace pension challenges, we help their members get the right outcome and to retire with confidence.

Advice and Guidance Services

Expert help shaped around the individual

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We take a flexible approach. That means members can choose the help they need, when they need it. We always provide the service your members need - even if that means they take no financial advice.

No two members are the same - so we make sure members understand the options available to them.

We help members make better informed choices so that planning for retirement is as easy and stress-free as possible.

We make sure they are fully equipped to make the right decisions for their circumstances. This gives them confidence and peace of mind, knowing they've made the right decision for their pension savings.

A dedicated member helpdesk

Members can access specialist support by speaking to our Bournemouth-based experts.

Member engagement

Our tailored support helps members make confident and informed choices. We can offer a range of tailored communications, including member guides, online tools, education and workplace seminars to help them make better decisions for their retirement.

Guidance

We believe in helping members plan for a better retirement. We explain their options and help them get the most from their hard-earned savings and benefits.

Annuity broking

We provide expert help for purchasing an annuity. That includes support for members who want to buy a guaranteed income for life and don’t want advice.

Our experts research annuity providers across the whole of market. This ensures your members get the highest income available.

Regulated financial advice

Our expert advisers provide a personalised plan. This offers recommendations based on the best solution for each member. So they'll get the most out of their pension savings - safely and securely.

We can advise members who have a defined contribution pension. We’re also specialists in providing specific advice on more complex schemes - including those in a defined benefit scheme or master trust pension schemes.

Professional team of experts

Our qualified financial advisers support with a range of financial planning. This includes Pension Transfer Advisers and advice to members of defined benefit schemes.

Our team of Retirement Options Specialists offer guidance to members on their retirement plans. They provide a non-advised service for members looking to purchase an annuity.

Product recommendations from across the market

Our financial advisers are qualified to recommend solutions from the current whole of market for annuities and a comprehensive range of drawdown products and fund management groups.

Guaranteed Annuity Rate

Here to help both you and your customers get the best outcome

  • We’re also experienced in helping companies who have a Guaranteed Annuity Rate (GAR) liability. We’ll work with you to find a solution that meets your corporate responsibilities whilst also considering your regulatory and risk concerns and ensuring good customer outcomes.
  • We’ll research the whole of market and recommend the GAR with the most cost effective option as well as ensuring your members get their contractual income. We’ll also make sure your members fully understand the GAR and their options to help them make informed decisions to get the best outcome for their retirement.

Building trusted partnerships

About us

Why choose LV=?

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  • As part of LV=, our established advice business has been successfully providing specialist financial guidance and advice to pension scheme members for over 20 years.
  • Our service is well governed, with principles, processes and practices designed to ensure the quality and consistency of advice and good member outcomes. 

Who we work with

  • We’ve been carefully selected and are a proud partner who are trusted to provide a high valued retirement service to some of the industry’s biggest names.
  • We have experience working with many leading EBCs, corporate partners, trustees and scheme sponsors of defined benefit and defined contribution schemes to help respond to the increased demands for financial education and advice solutions through the workplace.
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Let's talk

For more information on corporate solutions from LV= or to arrange a demonstration from one of our workplace experts, please email via the address below.
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