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.
View plan/policy information
See full details of all monies received under the plan/policy, including transfer payments, and money withdrawn.
Instigate tasksInitiate drawdown using the new online application process, and apply for pension top-ups with easy access to the current paper application.
Contact usAccess help and get in touch with our customer support teams.
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.
Easily access and view documentsYou can now access and view key documentation for you and your client.