Inspired by our ambition to support clients throughout their retirement planning journey...
...and better understand their evolving needs, every quarter we survey 4,000 nationally representative UK adults.
The purpose of our LV= Wealth and Wellbeing Monitor is to provide you with a clear picture of people’s retirement plans as well as their financial and mental health. By tracking the changes to their income and outgoings, spending trends or areas of concern, the report can help you identify the different client types and a potential financial strategy to meet their needs.
In the hub you can find useful materials such as reports, articles and infographics, press releases to support your conversations.
Research conducted via Opinium Research in March 2023
Read edition 12 of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in December 2022
Read edition 11 of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in September 2022
Read edition 10 of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in June 2022
Read the 9th edition of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in March 2022
Read the 8th edition of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in December 2021
Read the 7th edition of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in September 2021
Read the 6th edition of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in June 2021
Read the 5th edition of 'LV= Wealth and Wellbeing Research Programme'
Research conducted via Opinium Research in March 2021
Read the 4th edition of 'LV= Wealth and Wellbeing Research Programme'
LV= surveyed 4,000+ nationally representative UK adults (of which 500+ were mass affluent)
Read the 3rd edition of 'LV= Wealth and Wellbeing Research Programme'
Wealth and Wellbeing Research, Edition 11, April 2023
Read 'The key findings, and what they mean for financial advice'
Georgina Oxton – Divisional Manager, April 2021
Research from pensions and retirement specialist LV= highlights the worries of millions of people aged over 65.
Read '3.6m over-65s worry pension triple lock will be abolished'
Research from pensions and retirement specialist LV= highlights how in September 2021 20% (10.7m) UK adults said they expect their finances to worsen over the next three months - but the figures remain much better than the lowpoint of December 2020 when 26% (13.7m) expected their finances to worsen.
Research from pensions and retirement specialist LV= highlights how the Covid-19 pandemic has left millions of people considering alternative long-term care options to living in a care home.
Read 'Covid pandemic makes millions consider alternatives to care homes'
Research from pensions and retirement specialist LV= highlights how millions of married couples have no idea about their spouse’s pensions and retirement plans.
Read 'Pensions and retirement remain taboo for married couples'
Research from pensions and retirement specialist LV= highlights how millions of people don’t understand their retirement options when they stop work.
Read '10m pension holders don't know how to avoid running out of money in retirement'
Research from protection specialist LV= shows that millions of mortgage holders and private renters are worried about money and feeling stressed and anxious.
Read 'LV= launches income protection products for mortgage holders and renters'
Research from pensions and retirement specialist LV= highlights how the finances and emotional wellbeing of UK consumers continues to improve as we approach the end of Covid restrictions.
Read '9.5m say their incomes have increased in the last three months'
Savings and retirement specialist LV= is adapting the investment strategy of its Smoothed Managed Funds to include greater emphasis on environmental, social and governance (ESG) criteria.
Read 'LV= strengthens smoothed managed funds to include ESG criteria'
Protection specialist LV= has paid over £15m in cancer-related protection claims to more than 200 families in the first half of 2021*.
Research from protection specialist LV= reveals how the coronavirus pandemic is impacting the nation’s mental health.
Read '11m women are exhausted due to added pressures of the pandemic'
Research from pensions and retirement specialist LV= highlights how consumers are frightened of falling victim to pensions scams.
Research from savings and retirement specialist LV= highlights how consumers increasingly view their property as an important part of retirement planning.
Research from savings and retirement specialist LV= highlights how millions of people have become forced savers during the coronavirus pandemic.
Research from pensions and retirement specialist LV= highlights how the financial confidence of UK consumers is beginning to improve as coronavirus vaccination programme gathers pace and infection rates fall.
Read 'Nearly 10m expect their finances to improve over the next three months'
Research from protection specialist LV= shows that the coronavirus pandemic is encouraging people to consider taking out income protection (IP) insurance.
Read 'Over eight million uninsured adults aged 25-44 now considering income protection'