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With-Profits Funds Information

A comprehensive guide to LV= with profits fund management and performance reports.

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LVFS With-Profits Fund – Regular Bonus Declaration

The regular bonus rates added to the with-profits policies invested in the with-profits fund are set in March each year (though they can also be reviewed between annual declarations).

The regular bonus rates declared in March 2017* are shown below.

Product

Regular Bonus Declared March 2017*

With Profits Pension Annuity– Series 1 & 2

0.90%

With Profits Pension Annuity– Series 3 & 4
(entry years 2007-2011)

0.90%

Tax Free Savings Plan

1.75%

With Profits Growth Bond, With Profits Investment Bond, Bank of Ireland Group / Liverpool Victoria With Profits Bond, MAX

1.00%

With Profits Retirement Plan, Top Up Company Pension Plan, Flexible Personal Pension Plan

1.50%

With Profits Life ISA

0.50%

Flexible Savings Plan – Series 2, Flexible Savings Plan – Series 1, Regular Savings Plan, Mutual Investment Bond, Flexible Investment Bond, Family & Legacy Fund, Mortgage Savings Plan

1.50%

With Profits Income Bond

3.00%

Flexible Whole Life Plan

9.40%

Appropriate Personal Pension policies

1.81%

Industrial Branch Life policies

1.00%

Ordinary Branch Life policies

2.00%

Ordinary Branch Pension policies

0.00%

* The rates are effective from 1 March 2017, except for With Profits Pension Annuity where the rates are applied at policy anniversaries from 1 February 2017. The regular bonus rates declared for Industrial and Ordinary Branch policies are in respect of calendar year 2016

The Declared Investment Return for the Pension Income Plus Annuity (PIPA) product can be seen here.

Further details of how LV= manages its with-profits business can be found in its Principles and Practices of Financial Management. The current version can be seen here.

It is important to remember that past performance is not a guarantee of future returns as these depend on bonuses yet to be declared.

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You can contact our UK based team for more information:

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LifeServicing@LV.com

Please remember to include your policy number.

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