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Welcome to our Wealth and Wellbeing hub

Inspired by our ambition to support clients throughout their retirement planning journey...

Wealth and Wellbeing Research Programme - Spring/Summer 2024

 Read 'LV= Wealth and Wellbeing Research Programme'

...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.

From lockdowns to lifts: how the UK’s financial habits have shifted through Covid-19 and beyond

Our Head of Customer Insight shares the findings from our July report in our first Wealth and Wellbeing webinar. Joined by Business Development Managers from both Savings and Retirement and Equity Release they discuss the trends and decisions facing consumers.