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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.
LV= surveyed 4,000+ nationally representative UK adults (of which 500+ were mass affluent)
For the 14th edition of our leading research programme, we asked respondents to share how they feel about the upcoming festive season, their retirement plans, financial knowledge, and their level of debt. We explore the latest takeaways and how they can be used to support adviser conversations.
Over the last three years we’ve been tracking consumer trends across a variety of topics, from personal mental health to financial wellbeing. For the three-year anniversary of our research programme, we look back over how our research has developed since its launch to help you understand both the hopes and concerns of consumers.
For the three-year anniversary of the Wealth and Wellbeing Research Programme, we have launched the LV= Wellness Tracker. A unique measure of the nation's financial resilience.
Twenty two million UK adults are financially struggling today, leaving the nation’s financial resilience at an even lower ebb than during the height of the Covid-19 pandemic, according to data from investment, protection and retirement specialist LV=.
Research from pensions and retirement specialist LV= highlights the worries of millions of people aged over 65.
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.
Research from pensions and retirement specialist LV= highlights how millions of married couples have no idea about their spouse’s pensions and retirement plans.
Research from pensions and retirement specialist LV= highlights how millions of people don’t understand their retirement options when they stop work.
Research from protection specialist LV= shows that millions of mortgage holders and private renters are worried about money and feeling stressed and anxious.
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.
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.
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.
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.
Research from protection specialist LV= shows that the coronavirus pandemic is encouraging people to consider taking out income protection (IP) insurance.