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Welcome to our Savings and Retirement Adviser Portal

Providing a single dashboard view of all your LV= clients and instant access to client information, our Adviser Portal makes it easier to manage your clients and access key information ahead of annual or ad hoc client reviews. 

Start using the portal today

Log in with your existing LV= credentials
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New here?

If you don’t have an agency with us, you can easily register for access to our secure Savings and Retirement Adviser Portal by clicking 'register' at the top of this page. 

Use the Savings and Retirement Adviser Portal to

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View clients

Access your dashboard to view a full list of all your LV= clients, and search and filter by the specific fund they hold, or if they’re invested through a specific DFM or fund house.

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View plan/policy information

See full details of all monies received under the plan/policy, including transfer payments, and money withdrawn.

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Instigate tasks

Initiate drawdown using the new online application process, and apply for pension top-ups with easy access to the current paper application.
Contact and Call support online

Contact us

Access help and get in touch with our customer support teams.
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Get an up to date plan/policy valuation

Instant access to an up to date plan/policy valuation, with a full breakdown of the investments held.

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Easily access and view documents

You can now access and view key documentation for you and your client.

How to log in and view your client information

This short video walks you through how to log in to the Adviser Portal, view your client dashboard, and learn what other actions you can take within the portal.
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Adviser Portal User Guide

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More features coming soon include:

  • Track Bond and ISA new business applications
  • Process pension top ups
  • Fund switches
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Looking to quote and apply?

You are now able to view, access and amend any of your
recent quotes that you may have submitted in Quote and
Apply through the Adviser Portal, which we hope makes
life a little easier.

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Help and support

For more information, or for help accessing our Savings and Retirement Adviser Portal, please speak to your LV= Account Manager. Alternatively, you can contact our dedicated support team.