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
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.
Tailored benefits
Members can benefit from:
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=?
- 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.
Just some of Our partners and clients
We're proud to be trusted to provide a high valued retirement service to companies across a wide range of industries
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.