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.
Quote & Apply
Servicing
Welcome to our Savings and Retirement Adviser Portal
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
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.
View plan/policy information
See full details of all monies received under the plan/policy, including transfer payments, and money withdrawn.
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 us
Access 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 documents
You can now access and view key documentation for you and your client.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.
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.
More features coming soon include:
- Track Bond and ISA new business applications
- Process pension top ups
- Fund switches
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.
