Welcome to our Wealth and Wellbeing hub

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

Wealth and Wellbeing Monitor

July 2021 edition

Read 'LV= Wealth and Wellbeing Monitor'

...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.