View clients
Access our 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.
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.
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See full details of all monies received under the plan/policy, including transfer payments, and money withdrawn.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 and apply for pension top ups.Contact us
Access help and get in touch with our customer support teams.Easily access and view documents
You can now access and view key documentation for you and your client.