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apply" role="menuitem"><span>Quote &amp; apply</span></a></li><li><a href="https://www.lvadviser.com/service/launchers/adviser/executelauncher" target="_blank" class="" title="Servicing" role="menuitem"><span>Servicing</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>LV= ISA</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">Overview</h3><ul class="children"><li><a href="/smoothed-investments/isa" target="_self" class="" title="LV= ISA" role="menuitem"><span>LV= ISA</span></a></li></ul></li><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="https://portal.lvadviser.com/quote/#/quotes/create/" target="_blank" class="" title="Quote and apply" role="menuitem"><span>Quote &amp; apply</span></a></li><li><a href="https://portal.lvadviser.com/" target="_blank" class="" title="Servicing" role="menuitem"><span>Servicing</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Smoothed Bond (Onshore)</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">Overview</h3><ul class="children"><li><a href="/smoothed-investments/smoothed-bond" target="_self" class="" title="Smoothed Bond (Onshore)" role="menuitem"><span>Smoothed Bond (Onshore)</span></a></li></ul></li><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="https://portal.lvadviser.com/quote/#/quotes/create/" target="_blank" class="" title="Quote &amp; apply" role="menuitem"><span>Quote &amp; apply</span></a></li><li><a href="https://portal.lvadviser.com/ " target="_blank" class="" title="Servicing" role="menuitem"><span>Servicing</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" 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href="/smoothed-investments/tip" target="_self" class="" title="LV= TIP" role="menuitem"><span>LV= TIP</span></a></li></ul></li><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="https://portal.lvadviser.com/quote/#/quotes/create/" target="_blank" class="" title="Quote &amp; apply" role="menuitem"><span>Quote &amp; apply</span></a></li><li><a href="https://www.lvadviser.com/service/launchers/adviser/executelauncher?launcher=isa-bond-valuation-tool" target="_blank" class="" title="TIP valuation" role="menuitem"><span>LV= TIP valuation</span></a></li></ul></li></ul></div></li></ul></div></li><li class="has-sub"><a href="/pensions" target="_self" class="" title="Retirement" role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Retirement</span><span class="icon-arrow"></span></a><div class="subnav level1"><ul><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Pensions</span><span 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SIPP)</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Guaranteed Income Solutions</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">Products</h3><ul class="children"><li><a href="/guaranteed-income-solutions/fixed-term-annuity" target="_self" class="" title="LV= Fixed Term Annuity" role="menuitem"><span>LV= Fixed Term Annuity</span></a></li><li><a href="/guaranteed-income-solutions/fixed-term-investment" target="_self" class="" title="LV= Fixed Term Investment" role="menuitem"><span>LV= Fixed Term Investment</span></a></li></ul></li><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="https://portal.lvadviser.com/quote/#/quotes/create/" target="_blank" class="" title="Quote &amp; apply" role="menuitem"><span>Quote &amp; apply</span></a></li><li><a href="/guaranteed-income-solutions/fixed-term-investment/guaranteed-income-drawdown" target="_self" class="" title="Guaranteed Income Drawdown" role="menuitem"><span>Guaranteed Income Drawdown</span></a></li></ul></li></ul></div></li></ul></div></li><li class="has-sub"><a href="/personal-protection" target="_self" class="" title="Protection" role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Protection</span><span class="icon-arrow"></span></a><div class="subnav level1"><ul><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Personal Protection</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">Products</h3><ul class="children"><li><a href="/personal-protection" target="_self" class="" title="Personal Protection" role="menuitem"><span>Personal Protection</span></a></li><li><a href="/personal-protection/income-protection" target="_self" class="" title="Income Protection" role="menuitem"><span>Income Protection</span></a></li><li><a href="/personal-protection/life-and-critical-illness" target="_self" class="" title="Life and Critical Illness" role="menuitem"><span>Life and Critical Illness</span></a></li><li><a href="/personal-protection/life-protection" target="_self" class="" title="Life Protection" role="menuitem"><span>Life Protection</span></a></li><li><a href="/personal-protection/personal-sick-pay" target="_self" class="" title="Personal Sick Pay" role="menuitem"><span>Personal Sick Pay</span></a></li><li><a href="/personal-protection/family-income-benefit" target="_self" class="" title="Family Income Benefit" role="menuitem"><span>Family Income Benefit</span></a></li><li><a href="/personal-protection/gift-inter-vivos" target="_self" class="" title="Gift Inter Vivos" role="menuitem"><span>Gift Inter Vivos</span></a></li></ul></li><li><h3 class="section-heading">More</h3><ul class="children"><li><a 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class="section-heading">Products</h3><ul class="children"><li><a href="/equity-release" target="_self" class="" title="Equity Release" role="menuitem"><span>Equity Release</span></a></li><li><a href="/equity-release/lifetime-mortgage-lump-sum" target="_self" class="" title="Lifetime Mortgage Lump Sum Plus" role="menuitem"><span>Lifetime Mortgage Lump Sum Plus</span></a></li><li><a href="/equity-release/lifetime-mortgage-drawdown" target="_self" class="" title="Lifetime Mortgage Drawdown Plus" role="menuitem"><span>Lifetime Mortgage Drawdown Plus</span></a></li><li><a href="/equity-release/lifetime-mortgage-lump-sum-lifestyle" target="_self" class="" title="Lifetime Mortgage Lump Sum Lifestyle" role="menuitem"><span>Lifetime Mortgage Lump Sum Lifestyle</span></a></li><li><a href="/equity-release/lifetime-mortgage-drawdown-lifestyle" target="_self" class="" title="Lifetime Mortgage Drawdown Lifestyle" role="menuitem"><span>Lifetime Mortgage Drawdown Lifestyle</span></a></li></ul></li><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/contact-us/equity-release" target="_self" class="" title="Contact us" role="menuitem"><span>Contact us</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Resources</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">Resources</h3><ul class="children"><li><a href="/online-services/equity-release-portal" target="_self" class="" title="Equity Release Portal" role="menuitem"><span>Equity Release Portal</span></a></li><li><a href="/online-services/equity-release-portal/faqs" target="_self" class="" title="Equity Release Portal FAQs" role="menuitem"><span>Equity Release Portal FAQs</span></a></li><li><a href="/equity-release/adviser-marketing-hub" target="_self" class="" title="Adviser Marketing Hub" role="menuitem"><span>Adviser Marketing Hub</span></a></li><li><a href="/knowledge-centre/video-and-webinar-library/equity-release" target="_self" class="" title="Equity Release videos and webinars" role="menuitem"><span>Equity Release videos and webinars</span></a></li><li><a href="/equity-release/early-repayment-calculator" target="_self" class="" title="Lifetime Mortgage Early Repayment Calculator" role="menuitem"><span>Lifetime Mortgage Early Repayment Calculator</span></a></li><li><a href="/equity-release/lifetime-mortgages-updates" target="_self" class="" title="Lifetime mortgages updates" role="menuitem"><span>Lifetime mortgages updates</span></a></li><li><a href="/equity-release/equity-release-council" target="_self" class="" title="Equity Release Council" role="menuitem"><span>Equity Release Council</span></a></li></ul></li><li><h3 class="section-heading">Supporting your client</h3><ul class="children"><li><a href="/supporting-your-client/care-navigator" target="_self" class="" title="Care navigator" role="menuitem"><span>Care navigator</span></a></li><li><a href="/supporting-your-client/doctors-services" target="_self" class="" title="LV= Doctor Services" role="menuitem"><span>LV= Doctor Services</span></a></li></ul></li></ul></div></li></ul></div></li><li class="has-sub"><a href="/supporting-you" target="_self" class="" title="Support" role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Support</span><span class="icon-arrow"></span></a><div class="subnav level1"><ul><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Knowledge centre</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/knowledge-centre" target="_self" class="" title="Knowledge centre" role="menuitem"><span>Knowledge centre</span></a></li><li><a href="/knowledge-centre/video-and-webinar-library" target="_self" class="" title="Video and webinar library" role="menuitem"><span>Video and webinar library</span></a></li><li><a href="/knowledge-centre/protection-webinar-calendar" target="_self" class="" title="Protection webinar calendar" role="menuitem"><span>Protection webinar calendar</span></a></li><li><a href="/knowledge-centre/news-hub" target="_self" class="" title="News hub" role="menuitem"><span>News hub</span></a></li><li><a href="/knowledge-centre/article-library" target="_self" class="" title="Article library" role="menuitem"><span>Article library</span></a></li><li><a href="/knowledge-centre/fuel-for-life" target="_self" class="" title="Fuel for Life" role="menuitem"><span>Fuel for Life</span></a></li><li><a href="/knowledge-centre/reaching-resilience" target="_self" class="" title="Reaching Resilience" role="menuitem"><span>Reaching Resilience</span></a></li><li><a href="/knowledge-centre/technical-hub" target="_self" class="" title="Technical Hub" role="menuitem"><span>Technical Hub</span></a></li><li><a href="/pensions/tax-year-end" target="_self" class="" title="Tax year end" role="menuitem"><span>Tax year end</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Claims</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/supporting-you/claims" target="_self" class="" title="Claims" role="menuitem"><span>Claims</span></a></li><li><a href="/supporting-you/claims/our-claims-approach" target="_self" class="" title="Our approach to claims" role="menuitem"><span>Our approach to claims</span></a></li><li><a href="/supporting-you/claims/real-stories" target="_self" class="" title="Real stories" role="menuitem"><span>Real stories</span><span class="new">New</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Protection underwriting</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/supporting-you/protection-underwriting" target="_self" class="" title="Protection underwriting" role="menuitem"><span>Protection underwriting</span></a></li><li><a href="/supporting-you/protection-underwriting/misrepresentation" target="_self" class="" title="Underwriting misrepresentation" role="menuitem"><span>Underwriting misrepresentation</span></a></li></ul></li></ul></div></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Trusts</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/supporting-you/trusts" target="_self" class="" title="Trusts" role="menuitem"><span>Trusts</span></a></li><li><a href="/supporting-you/trusts/types-of-trust" target="_self" class="" title="Types of trusts" role="menuitem"><span>Types of trusts</span></a></li><li><a href="/supporting-you/trusts/trs" target="_self" class="" title="Trust Registration Service - FAQs" role="menuitem"><span>Trust Registration Service - FAQs</span></a></li></ul></li></ul></div></li><li class=""><a href="/supporting-you/protection-large-case-team" target="_self" class=" " title="Protection large case team" role="menuitem"><span>Protection large case team</span></a></li><li class=""><a href="/supporting-you/vulnerable-customers" target="_self" class=" " title="Vulnerable customers" role="menuitem"><span>Vulnerable customers</span></a></li><li class=""><a href="/supporting-you/suitability-letter-builder" target="_self" class=" " title="Suitability letter builder" role="menuitem"><span>Suitability letter builder</span></a></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Portals and integration</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">Overview</h3><ul class="children"><li><a href="/adviser-portal" target="_self" class="" title="Savings and Retirement Adviser Portal" role="menuitem"><span>Savings and Retirement Adviser Portal</span></a></li><li><a href="/online-services" target="_self" class="" title="Online services" role="menuitem"><span>Online services</span></a></li><li><a href="/online-services/portals" target="_self" class="" title="Third party portals" role="menuitem"><span>Third party portals</span></a></li><li><a href="/online-services/integration" target="_self" class="" title="Back office integration" role="menuitem"><span>Back office integration</span><span class="new">New</span></a></li></ul></li></ul></div></li><li class=""><a href="/supporting-you/setting-up-an-agency" target="_self" class=" " title="Setting up an Agency" role="menuitem"><span>Setting up an Agency</span></a></li><li class=""><a href="/supporting-you/lv-news" target="_self" class=" " title="Our future plans" role="menuitem"><span>LV= news</span></a></li><li class=""><a class="has-sub " role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Consumer Duty</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/supporting-you/consumer-duty-hub" target="_self" class="" title="Consumer Duty" role="menuitem"><span>Consumer Duty</span></a></li><li><a href="/supporting-you/consumer-duty-hub/protection" target="_self" class="" title="Protection" role="menuitem"><span>Protection</span></a></li><li><a href="/supporting-you/consumer-duty-hub/savings-and-retirement" target="_self" class="" title="Savings and Retirement" role="menuitem"><span>Savings and Retirement</span></a></li><li><a href="/supporting-you/consumer-duty-hub/equity-release" target="_self" class="" title="Equity Release" role="menuitem"><span>Equity Release</span></a></li></ul></li></ul></div></li><li class=""><a href="/supporting-your-client/why-lv" target="_self" class="has-sub " title="Why LV=" role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Why LV=</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/supporting-your-client/why-lv" target="_self" class="" title="Why LV=" role="menuitem"><span>Why LV=</span></a></li><li><a href="/supporting-your-client/why-lv/mutual-bonus" target="_self" class="" title="Mutual bonus" role="menuitem"><span>Mutual bonus</span></a></li><li><a href="/supporting-your-client/why-lv/lv-difference" target="_self" class="" title="Exit bonus" role="menuitem"><span>One-off bonus</span></a></li><li><a href="/supporting-your-client/why-lv/our-awards" target="_self" class="" title="Our awards" role="menuitem"><span>Our awards</span></a></li></ul></li></ul></div></li><li class=""><a href="/supporting-your-client/member-benefits" target="_self" class="has-sub " title="Member benefits" role="menuitem" aria-expanded="false" aria-haspopup="true"><span>Member benefits</span><span class="icon-arrow"></span></a><div class="subnav level2"><ul><li><h3 class="section-heading">More</h3><ul class="children"><li><a href="/supporting-your-client/member-benefits" target="_self" class="" title="Member benefits" role="menuitem"><span>Member benefits</span></a></li><li><a href="/supporting-your-client/member-benefits/legal-advice" target="_self" class="" title="Legal Advice Line" role="menuitem"><span>Legal Advice Line</span></a></li><li><a href="/supporting-your-client/doctors-services" target="_self" class="" title="LV= Doctor Services" role="menuitem"><span>LV= Doctor Services</span></a></li><li><a href="/supporting-your-client/care-navigator" target="_self" class="" title="Care navigator" role="menuitem"><span>Care navigator</span></a></li></ul></li></ul></div></li></ul></div></li><li class="doc-library"><a href="/document-library" 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    <div class="react-component featuredetails" data-name="featureDetails" data-id="c149b8fb-0bc5-4f22-b930-5e3d3a8328d9">
        <div id="c149b8fb-0bc5-4f22-b930-5e3d3a8328d9"><div id="21a1a4d4-b96b-4a1a-81a0-f82d80c87969" class="intro-Text-container no-margin "><div class="main-container-fullbleed"><div class="grid  image-left"><div class="order1 grid-flex"><h3 class="title left">We want to streamline your processes</h3></div><div class="grid content-body order3"><span class="rte description left"><p>That&rsquo;s why we&rsquo;ve directly integrated with back-office systems and services.</p>
<p>We integrate with all the main software providers, as well as software used by larger firms and networks. The services available depend on the system you use. If you require support, please contact your back-office system provider.</p>
<div>&nbsp;</div></span></div></div></div></div></div>
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    <div class="react-component featuredetails" data-name="featureDetails" data-id="6cd0726e-67bb-47c9-95a9-aeee03ecedf1">
        <div id="6cd0726e-67bb-47c9-95a9-aeee03ecedf1"><div id="f484d027-2843-4acb-b118-e10271f7fcc4" class="intro-Text-container "><div class="main-container-fullbleed"><div class="grid  image-left"><div class="order1 grid-flex"><h3 class="title left">Origo Integration Hub</h3></div><div class="grid content-body order3"><span class="rte description left"><p>LV= are a member of the Origo Integration Hub. We can now share data with any back-office system that also connects to the Integration Hub.</p>
<p>To find out more and to see who&rsquo;s connected, please refer to the <a rel="noopener noreferrer" href="https://origo.com/origo-services/origo-integration-hub/origo-integration-hub-matrix" target="_blank" title="Origo Integration Hub Matrix">Origo Integration Hub Matrix</a>.</p></span></div></div></div></div></div>
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    <div class="react-component accordian" data-name="accordian" data-id="9e3cde97-07e1-4d89-beb0-d65818f7dfa6">
        <div id="9e3cde97-07e1-4d89-beb0-d65818f7dfa6"><div id="f401e49c-f5ee-4cd8-be1c-f6a8a0644daa" class="accordian-container"><div class="inner-container center"><div class="main-content"><h3 class="title h2-regular">Please select one of the following to view which software providers we link to</h3></div><div class="accordian-content"><div class="accordian-item closed " role="button" tabindex="0" aria-expanded="false"><div class="item-title icon-title closed"><h2 class="title item-title">Packaged solutions (non-platform business)</h2></div></div><div class="accordian-item closed " role="button" tabindex="0" aria-expanded="false"><div class="item-title icon-title closed"><h2 class="title item-title">LV= Platform Services</h2></div></div><div class="accordian-item closed " role="button" tabindex="0" aria-expanded="false"><div class="item-title icon-title closed"><h2 class="title item-title">Register for back-office integration - Packaged Solutions</h2></div></div><div class="accordian-item closed " role="button" tabindex="0" aria-expanded="false"><div class="item-title icon-title closed"><h2 class="title item-title">Register for back-office integration - LV= Platform Services</h2></div></div></div></div></div></div>
<script>LVSiteConfigs.components.data.push({"name":"accordian","reactName":"Athena.accordian","id":"9e3cde97-07e1-4d89-beb0-d65818f7dfa6","type":"dynamic","props":{"Id":{"Guid":"f401e49c-f5ee-4cd8-be1c-f6a8a0644daa"},"titleHeading":{"label":"Please select one of the following to view which software providers we link to","type":"h3"},"description":"","flowTitle":{"label":"","type":""},"layout":"center","closeLabel":"Close","accordionItems":[{"head":{"label":"Packaged solutions (non-platform business)","type":""},"content":{"name":"table","reactName":"Athena.table","id":"d3aee430-b73b-4c17-9c7e-612d3f1d8137","type":"dynamic","props":{"Id":null,"tableLayout":"center","titleAlignment":null,"titleHeading":null,"tableList":[{"content":"The following LV= products are supported through back-office integration.","tableContent":[["Bond","ISA","Pension"],["LV= Flexible Guarantee Bond (all series)","LV= ISA","LV= SIPP (Flexible Transitions Account)"],["LV= Smoothed Managed Funds Bond","","LV= Discretionary Pension Plan"],["","","LV= Smoothed Managed Funds TIP"]],"footnoteMessage":""},{"content":"The main back-office software providers we integrate with are shown in the table below.","tableContent":[["Software Provider","Electronic Valuations (Contract Enquiry)","Bulk Valuations","Electronic Fee Statements (EDI)","Products Supported (see key below)"],["Adviser Cloud","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\"> Pensions only","B, I, P"],["AdviceObjects","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Assyst","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Bluecoat (FinPlan)","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["Centology","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Clifton Wealth","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Contengo Ltd","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Creative Technologies (Enable)","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["Hoxton Wealth","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Intelliflo Office","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">Pensions only","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["IRESS Xplan","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\"> Pensions only","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","P"],["JCS","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["moneyinfo Ltd","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Ningi","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","B, I, P"],["Plannr","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["Plum Software","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\"> Pensions only","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["Time4Advice (Curo)","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","B, I, P"],["True Potential","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\"> Pensions only","","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","P"]],"footnoteMessage":"Key:&nbsp; B = Bond , I = ISA, P = Pension"}]}}},{"head":{"label":"LV= Platform Services","type":""},"content":{"name":"table","reactName":"Athena.table","id":"4070023d-b732-4a72-8f89-0c3889263564","type":"dynamic","props":{"Id":null,"tableLayout":"center","titleAlignment":null,"titleHeading":null,"tableList":[{"content":"The following LV= products are supported through back-office integration.","tableContent":[["Investments","ISA","Pension"],["LV= General Investment Account","LV= ISA Portfolio","LV= Pension Portfolio"],["","LV= Junior ISA Portfolio","LV= Junior Pension Portfolio"]],"footnoteMessage":""},{"content":"The main back-office software providers we integrate with are shown in the table below.","tableContent":[["Software Provider","Bulk Valuations","Electronic Fee Statements (EDI)","Products Supported (see key below)"],["Intelliflo Office","<img src=\"-/life/media/Athena/icons/small/tick-check-40x40.svg\" alt=\"Check\">","","IN, I, P"]],"footnoteMessage":"Key: IN = Investments, I = ISA, P = Pension"}]}}},{"head":{"label":"Register for back-office integration - Packaged Solutions","type":""},"content":{"name":"featureDetails","reactName":"Athena.featureDetails","id":"cd554364-5002-45fb-a682-9a200e3903fc","type":"static","props":{"Id":null,"titleHeading":null,"description":"<p><span class=\"h3-size\">Packaged solutions (non-platform business)</span></p>\n<p><span class=\"h4-size\">Electronic Valuations&nbsp;</span></p>\n<p>Sometimes referred to as Contract Enquiry or Real-Time valuations.&nbsp; You can request valuations at individual policy level.</p>\n<p>You&rsquo;ll need to be registered for an LV= Adviser account that is linked to the same Unipass Certificate you use with your back-office provider.</p>\n<p>If you don&rsquo;t already have an LV= Adviser account, please <a rel=\"noopener noreferrer\" href=\"https://secwsgw.lv.com/adviser/registration\" target=\"_blank\" title=\"Register for an LV= Adviser account\">register</a>.&nbsp;<br />\n<br />\nWhen completing the registration form, please ensure you tick \"Retirement\" as one of the product types you sell.&nbsp; Please also ensure the FCA number and branch postcode held in your Unipass Certificate match the servicing adviser details held on the policy.</p>\n<p>Once you're registered for an LV= Adviser account, you'll be ready to request a valuation via your back office software.<br />\n<br />\n<span class=\"h4-size\">Bulk Valuations</span></p>\n<p>A file is sent to your back-office software that contains all the policies held at firm level (linked to your FCA reference).&nbsp; This allows you to receive data for all plans in bulk without having to request these individually.</p>\n<p>If you would like to register for this service, please contact your back-office supplier who will confirm the next steps.</p>\n<p>If you use Intelliflo Office, you can find more information on Bulk Valuations by visiting the <a rel=\"noopener noreferrer\" href=\"https://identity.gb.intelliflo.net/core/Identity/Account/Login?ReturnUrl=%2Fcore%2Fconnect%2Fauthorize%2Fcallback%3Fresponse_type%3Dcode%26client_id%3Diostore%26redirect_uri%3Dhttps%253A%252F%252Fstore.gb.intelliflo.net%252Fauthorised%26scope%3Dopenid%2520profile%2520email%2520phone%2520myprofile%2520developer%2520apps%2520offline_access%26nonce%3DN0.68733634365964511738755872921%26state%3D17387558729210.08060848125489573%26code_challenge_method%3DS256%26code_challenge%3DSFDn0DIYkKfdn736QH_rG3ygyshtjP9K0neKOBD444Y\" target=\"_blank\" title=\"Intelliflo store\">intelliflo store</a>, and searching &ldquo;Liverpool Victoria&rdquo; in the search bar at the top of the screen.<br />\n<br />\n<span class=\"h4-size\">EDI/Electronic Fee Statements</span></p>\n<p>Statements can support your automated adviser payment reconciliation services to help streamline your processes.&nbsp;</p>\n<p>If you would like to register for EDI statements, please contact your back-office software supplier, who will confirm the registration process to you.&nbsp;</p>\n<p>LV= use the EasyLink OpenText service to provide EDI statements.&nbsp; Your back office supplier may require this information for the registration process.</p>\n<p>EDI registration requests should be sent to <a href=\"mailto:lv.agency@lv.com\" title=\"lv.agency@lv.com\">lv.agency@lv.com</a>.</p>","image":null,"layout":"","background":null,"disableBottomSpace":false}}},{"head":{"label":"Register for back-office integration - LV= Platform Services","type":""},"content":{"name":"featureDetails","reactName":"Athena.featureDetails","id":"1f0bc50f-2e65-4b94-b368-a20ca5f93cac","type":"static","props":{"Id":null,"titleHeading":null,"description":"<p><span class=\"h3-size\">LV= Platform Services</span></p>\n<p><span class=\"h4-size\">Bulk Valuations</span></p>\n<p>A file is sent to your back-office software that contains all the policies held at firm level (linked to your FCA reference).&nbsp; This allows you to receive data for all plans in bulk without having to request these individually.</p>\n<p>If you use Intelliflo Office, you can find more information on Bulk Valuations by visiting the <a rel=\"noopener noreferrer\" href=\"https://identity.gb.intelliflo.net/core/Identity/Account/Login?ReturnUrl=%2Fcore%2Fconnect%2Fauthorize%2Fcallback%3Fresponse_type%3Dcode%26client_id%3Diostore%26redirect_uri%3Dhttps%253A%252F%252Fstore.gb.intelliflo.net%252Fauthorised%26scope%3Dopenid%2520profile%2520email%2520phone%2520myprofile%2520developer%2520apps%2520offline_access%26nonce%3DN0.62360193502833021738755982712%26state%3D17387559827120.10800500067045271%26code_challenge_method%3DS256%26code_challenge%3DmPh-35gGJJv06cJ5ggSH5TvxUy17rZshwm9tYmzCxsc\" target=\"_blank\" title=\"Intelliflo store\">Intelliflo Store</a>, and searching &ldquo;LV= Platform Services&rdquo; in the search bar at the top of the screen.</p>\n<p><span data-teams=\"true\">Please refer to the instructions on the <a rel=\"noopener noreferrer\" href=\"https://identity.gb.intelliflo.net/core/Identity/Account/Login?ReturnUrl=%2Fcore%2Fconnect%2Fauthorize%2Fcallback%3Fresponse_type%3Dcode%26client_id%3Diostore%26redirect_uri%3Dhttps%253A%252F%252Fstore.gb.intelliflo.net%252Fauthorised%26scope%3Dopenid%2520profile%2520email%2520phone%2520myprofile%2520developer%2520apps%2520offline_access%26nonce%3DN0.62360193502833021738755982712%26state%3D17387559827120.10800500067045271%26code_challenge_method%3DS256%26code_challenge%3DmPh-35gGJJv06cJ5ggSH5TvxUy17rZshwm9tYmzCxsc\" title=\"Intelliflo store\" target=\"_blank\">Intelliflo Store</a> on how to register for the service.</span></p>","image":null,"layout":"","background":null,"disableBottomSpace":false}}}]}});</script>
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<ul style="list-style-type: disc;">
    <li><strong><span>Can&rsquo;t find your software supplier?</span></strong><span> Email us on </span><a href="/cdn-cgi/l/email-protection#2b59585b44595f4a47584a454f42455f4e4c594a5f6b475d05484446" title="rsportalsandintegrat@lv.com"><span class="__cf_email__" data-cfemail="56242526392422373a253738323f38223331243722163a207835393b">[email&#160;protected]</span></a>&nbsp;<span> with details on your supplier &ndash; we&rsquo;ll see if it&rsquo;s possible to set up an integration.</span></li>
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    <li> <strong><span>Want more information?</span></strong><span> You can contact us directly, or compare the eServices available in the market through </span><span><a rel="noopener noreferrer" href="https://www.origo.com/services/AgencyServices/services-agencyservices.aspx" target="_blank" title="www.origo.com"><span>Origo</span></a>.</span></li>
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