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Let us help you get the most from your pension pot

Why choose LV= Retirement Wizard?

LV= Retirement Wizard is an online advice tool available to you if you're within three months of wanting to access your pension and have a pot size of up to £150,000. Our tool is useful if you're looking for specific product recommendations from a range of leading providers including:

Aviva, Hodge Lifetime and Legal and General
Just Retirement, Canada Life, Retirement Advantage

I'm ready to try the online advice service.

Green con showing a computer screen

This is for you if you:

  • Are looking to get expert advice about accessing your pension pot, from the comfort of your home with telephone support.
  • Are looking for specific product recommendations from a range of leading providers, including Aviva, LV=, Just Retirement and L&G.
  • Want to pay a fraction of the price of traditional advice at a fixed cost of only £199.

This is for you if you:

  • Are looking for an overview of your retirement options, but don't want professional, personalised advice.
  • Want to quickly calculate how much income you could get from your pension pot by giving us some basic information.
  • Would like a copy of your results emailed to you, so you can digest all of the information in your own time.

I'd like to learn more about retirement planning first.

This is for you if you:

  • Have general questions about retirement planning, including about tax and state pension, and the benefits of regulated financial advice.
  • You’d like to know more about the retirement products that we can offer.
  • Want to find out more about how we can help you with your retirement planning.

Watch us explain all this...

Transcription

Hello and welcome to LV=

We’ve created the LV= Retirement Wizard that help you make sense of the options open to you as you look forward to a very modern and happy retirement.

Depending on where you are on your retirement journey, LV=’s Retirement Wizard can offer either professional financial advice or a simple overview of your options for income at retirement, and all from the comfort of your own home.

Our online advice service is designed for those within 3 months of accessing their pension pot and wanting to turn their funds into an income for retirement We’ll shop around from a range of leading providers to find the right deal for you providing recommendations on specific products and providers to meet your individual needs.

We’ll even set up your retirement products for you, dealing with your existing provider to make this process easy for you. We’ve used the expertise of our own advisers to design and build this clever tool to deliver full, regulated advice online to you at the fraction of the cost of a face-to-face adviser.

You can save your progress as you go along and come back to it at a time that suits you. And while this is an online service, don’t worry, there’s plenty of support if you need it: for example videos to answer any questions you might have and of course you can always pick up the phone to one of our professional advisers during office hours.

If you’re not quite ready to access your pension pot, but you’re looking to learn more about the options available for your income in retirement you can use our Retirement Options Calculator to create a free Retirement Options Guide tailored to you. This includes the pros and cons of each option, as well as ideas on how to boost your retirement income and information on where to get financial advice. Thanks for listening and enjoy planning for your future.

Retirement guidance

Pension Wise

For guidance on your defined contribution pension we recommend Pension Wise, a free government service offering impartial guidance on your pension options.

To book an appointment call: 0800 138 3944 (8am to 10pm everyday)

Pension Wise won't recommend any products or tell you what to do with your money.

LV=, County Gates, Bournemouth, BH1 2NF, UK