Your LV= Smoothed Managed Funds Pension Charges
The Annual Management Charge (AMC) is 0.9% of the funds' value across all of our fund options. The charge is taken monthly as 1/12 of the annual charge by cancelling units.
All charges are regularly reviewed and may change from time to time. Your financial adviser will be happy to provide details of the current terms and charges.
Depending on the size of your investment a discount will be applied to the annual charge as shown below.
Fund value | Fund size Discount |
Up to £99,999.99 | 0.00% |
£100,000 to £249,999.99 | 0.05% |
£250,000 to £499,999.99 | 0.10% |
£500,000 and over | 0.15% |
Fund value | Fund size Discount |
Up to £99,999.99 | 0.00% |
£100,000 to £249,999.99 | 0.05% |
£250,000 to £499,999.99 | 0.10% |
£500,000 and over | 0.15% |