Our Fixed Term Annuity options offer flexibility, and the choice of a guaranteed income for a fixed term, a guaranteed maturity value (or both), plus a range of member benefits including our mutual bonus.
They can even be cashed in at any time if the clients' needs change (values could be significantly lower than GMV). There are two ways to invest:
A standalone LV= Fixed Term Annuity gives your client flexibility, and control over their money and a choice of benefits - helping them get the most from their pension fund.
We offer flexibility when it comes to your client's retirement income. That's because we understand that nearing retirement brings a different attitude to risk.
Recommend a bespoke solution that balances our LV= Fixed Term Investment and our Smoothed Managed Funds* in one simple account for security and flexibility.
*other funds are available
Access all our technical bulletins in the Technical Hub, written by our experienced Technical Team.
We’re here to support the advice you give clients. We’re making it easier to streamline your admin process with these easy to use online tools:
Take your admin online and get an aggregated view of your client’s retirement assets and income – in one place. Our Savings and Retirement Quote and Apply tool offers a signature-less service, making the process quicker and easier.
9am - 5pm Mon-Fri
TextDirect: first dial 18001. We may record or monitor calls for training and audit purposes.
Email [email protected] to book an introductory meeting. Please quote your FCA number and postcode.
