How can we help?

Let us know what you need a hand with and we'll take it from there

Want to know more about what we offer?

Contact & help
Have a commitment free chat with a friendly adviser today0800 032 9301
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Pension and retirement advice

Taking a few small steps now could put you miles ahead in the future

Lines open: 9am to 5pm Monday to Friday
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What makes us different

We know that pensions and retirement can be hard to understand...

We're here to help, whether you're still saving into a pension or ready to start planning your retirement.

  • Clear and straightforward communication empowering you to make informed decisions
  • Save money with annual pension fees from just 0.49%
  • Track down all your lost pensions for free
  • Plus, you’ll get LV= Membership with access to exclusive benefits and discounts
  • We offer a range of the pension and investment products from the Liverpool Victoria group of companies. We also offer investment products from a limited number of other companies, and annuity products from the whole of the market
 
Why get advice?

Advice is a way of handing over the hard work of finding and setting up pension or retirement products, to a professional, like us.

Here are some of the things we’ll do as part of the service…

  • Review your personal circumstances and give you a clear picture of your financial health and how you can save money
  • Explain products and options you may not have been aware of previously
  • Find and recommend investment funds and retirement options most suited to your needs
  • Feel confident that you’ve taken all possible steps to get the right outcome for you and your money
Our advice process

Our tried and tested process follows four clear steps:

Step 1

It all starts with a chat

Step 2

Review your options

Step 3

Set up your products

Step 4

Ongoing support

Financial advice

Need help?

Have a commitment free chat with one of our friendly advisers today. Start your conversation by giving us a little more detail.

Mon to Fri 9am-5pm

For TextDirect: First dial 18001

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

Getting advice

We offer advice in two different ways

Telephone advice

With telephone advice, you'll speak to a pension expert who will get to know you and your retirement goals.

Telephone advice is at its best when:

  • Your pensions are worth over £150,000
  • You need advice on a company pension scheme

Call 0800 032 9301 for a commitment-free chat with one of our friendly advisers today.

Online advice

With online advice, you'll be asked the same questions, but you can complete the process in your own time. 

Online advice is at it's best if:

  • Your pension is worth between £13,500 and £150,000
  • You want to be in control of how and when you send your information
Frequently asked questions

Got a burning question? We might have already answered it below. 

If you can’t find what you’re looking for, just get in touch and we’ll be happy to help.