Video and Webinar Library

This video is designed to illustrate how our smoothing mechanism works and the impact it aims to have.

Although it's unlikely, we may, at our discretion, need to suspend the smoothing mechanism to protect our members and our business. This could be required if the underlying daily fund price was less than 80% of the value of the smoothed price, or in other exceptional circumstances.

Accessing tax-efficient investment options for your clients is more complex than it used to be. Many of your clients are now exposed to a higher tax burden, so where can you turn? In this webinar, we explored the often-forgotten tax wrapper - bonds.

Not only are bonds a powerful tax planning tool, that help to reduce your clients tax burden, but the LV= Smoothed Bond (Onshore) could do so while targeting steady long-term growth and providing a lower volatility investing experience.

Our Chief Investment Officer, Adam Ruddle, recently met with Samantha Brownlee, Portfolio Manager, UK Equities at BlackRock to discuss whether we are seeing a turning tide for UK equities and where Samantha can see lasting opportunity.

Geopolitical uncertainty amid several key election, monetary policy easing and the relentless surge of US equities marked the three dominant themes over Q2. Watch what our Chief Investment Officer, Adam Ruddle, had to say. 

2024 has been a volatile ride for investors. With Bank of England interest rate decisions and a landslide election result under a backdrop of geopolitical turmoil, investors have had a wild ride. So, with all this potential change, is it the right time to invest at home and what might we expect from the Bond and equity markets under a new Labour government.  

In this webinar we are joined by our new asset management partner, BlackRock. Where we hear from Luke Chappell, Portfolio Manager and Head of UK and Global Equity team at BlackRock who will give his insight into what this year will bring for UK equities. We’ll also dive into the latest performance of our Smoothed Managed Fund range and share a new reason why you should choose LV’s Smoothed Managed Funds for your clients looking for a smoother investment journey.

Guiding a client toward achieving the retirement they deserve, and supporting them to stick to their plans, can be emotional. Regulation has placed emphasis on bespoke retirement advice, and navigating each client’s composure for investment loss adds another layer of complexity to providing exceptional client care.

This webinar explores these themes and how you can better support clients in the lead up to, and in retirement in this one-hour webinar offering a host of insights and expert presentations from LV=, BlackRock and The Lang Cat.

Recorded on 26/06/2024. 

In this webinar our in-house experts, Adam Ruddle (Chief Investment Officer) and Stuart Irwin (Head of Investment Strategy) were joined by BlackRock's Chris Ellis Thomas, Portfolio Manager within Multi-Asset Strategies & Solutions.

Together they examined our smoothed fund performance over Q1 2024, and delved into what our new partnership with BlackRock means for you. Plus, how we're already leveraging the diversity of BlackRock's fund choices, investment knowledge and leading technology to enhance our Strategic Asset Allocation.

Recorded on 02/05/2024.

Our research shows that 55% of UK adults describe themselves as ‘more concerned about the possible losses than gains’ when faced with a financial decision.

We know this kind of loss aversion is a natural part of human decision making; but it doesn’t always lead clients to make decisions that are best in the long term, especially when markets are volatile. So, what can advisers do to consider the impact of loss aversion and support their clients to make financial decisions that are right for them?

Recorded on 15/02/2024.

While inflationary pressures and the cost of living crisis are continuing to bear down on consumers, Consumer Duty, the Thematic Review on Retirement Income, and ongoing macroeconomic uncertainty are front of mind for advisers. In this webinar we explore why we've seen a resurgence in annuities and what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life our blended solution (which combines a fixed term annuity with smoothed investment) through client case studies and testimonials. Recorded 29/11/2023.

In this webinar Rachel Shaw, LV’s Head of Wealth Proposition, and Gwen Haggo, Sales Director, at LV= discussed some of the challenges clients and advisers are facing when it comes to retirement income planning, the enhancements that we’ve made to our Fixed Term Annuity proposition, and why Fixed Term Annuities can be such a powerful tool in financial planning.

Dan Whitten, Business Development Manager also demonstrated how our combined solution of a Fixed Term Annuity and smoothed investment can deliver value for your clients, both in terms of flexibility of income and added value benefits.

The AI revolution is well underway, but how we harness its power – and who benefits most – is still in our hands. With US tech giants, new entrants like DeepSeek and global governments racing to shape the future of AI, the stakes have never been higher.

We broke down the fundamentals of AI, explored its rapid development, and uncovered how it’s already transforming the funds you recommend to clients.  More importantly, we discussed the impact these trends will have on your advice business.

In our latest webinar, we’re joined by UK Chief Investment Strategist, Vivek Paul, who’ll talk us through what the US election result might mean for investors in US equities, and why broader pressures on global markets could shape 2025 for UK investors.

We’ll also talk through the latest performance of our Smoothed Managed Fund range and explain why smoothed funds can offer your clients growth potential and a less volatile investor journey over the long term.

Accessing tax-efficient investment options for your clients is more complex than it used to be. Many of your clients are now exposed to a higher tax burden, so where can you turn? In this webinar, we explored the often-forgotten tax wrapper - bonds.

Not only are bonds a powerful tax planning tool, that help to reduce your clients tax burden, but the LV= Smoothed Bond (Onshore) could do so while targeting steady long-term growth and providing a lower volatility investing experience.

2024 has been a volatile ride for investors. With Bank of England interest rate decisions and a landslide election result under a backdrop of geopolitical turmoil, investors have had a wild ride. So, with all this potential change, is it the right time to invest at home and what might we expect from the Bond and equity markets under a new Labour government.  

In this webinar we are joined by our new asset management partner, BlackRock. Where we hear from Luke Chappell, Portfolio Manager and Head of UK and Global Equity team at BlackRock who will give his insight into what this year will bring for UK equities. We’ll also dive into the latest performance of our Smoothed Managed Fund range and share a new reason why you should choose LV’s Smoothed Managed Funds for your clients looking for a smoother investment journey.

Guiding a client toward achieving the retirement they deserve, and supporting them to stick to their plans, can be emotional. Regulation has placed emphasis on bespoke retirement advice, and navigating each client’s composure for investment loss adds another layer of complexity to providing exceptional client care.

This webinar explores these themes and how you can better support clients in the lead up to, and in retirement in this one-hour webinar offering a host of insights and expert presentations from LV=, BlackRock and The Lang Cat.

Recorded on 26/06/2024. 

In this webinar our in-house experts, Adam Ruddle (Chief Investment Officer) and Stuart Irwin (Head of Investment Strategy) were joined by BlackRock's Chris Ellis Thomas, Portfolio Manager within Multi-Asset Strategies & Solutions.

Together they examined our smoothed fund performance over Q1 2024, and delved into what our new partnership with BlackRock means for you. Plus, how we're already leveraging the diversity of BlackRock's fund choices, investment knowledge and leading technology to enhance our Strategic Asset Allocation.

Recorded on 02/05/2024.

Our research shows that 55% of UK adults describe themselves as ‘more concerned about the possible losses than gains’ when faced with a financial decision.

We know this kind of loss aversion is a natural part of human decision making; but it doesn’t always lead clients to make decisions that are best in the long term, especially when markets are volatile. So, what can advisers do to consider the impact of loss aversion and support their clients to make financial decisions that are right for them?

Recorded on 15/02/2024.

While inflationary pressures and the cost of living crisis are continuing to bear down on consumers, Consumer Duty, the Thematic Review on Retirement Income, and ongoing macroeconomic uncertainty are front of mind for advisers. In this webinar we explore why we've seen a resurgence in annuities and what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life our blended solution (which combines a fixed term annuity with smoothed investment) through client case studies and testimonials. Recorded 29/11/2023.

In the last year we have seen Bank of England base rates increase dramatically, with many advisers and clients turning to cash to cushion volatility in a turbulent environment.

But the perceived 'safety' of cash can be misleading. With persistent inflation, taking a more balanced approach to a client's allocation of cash and investments could prove beneficial over the long term.