Providing a single dashboard view of all your LV= clients and instant access to client information, our Adviser Portal makes it easier to manage your clients and access key information ahead of annual or ad hoc client reviews.
Online Services:
Quote & Apply
Servicing
Welcome to our Savings and Retirement Adviser Portal
New here?
If you don’t have an agency with us, you can easily register for access to our secure Savings and Retirement Adviser Portal by clicking 'register' at the top of this page.
Features of the Savings and Retirement Adviser Portal
Designed to make it easier for you to manage your LV= business, you can use the portal to:
View clients - a dashboard view provides full list of all your LV= clients. Search and filter by the specific fund they hold, or if they’re invested through a specific DFM or fund house.
Get an up to date plan/policy valuation - instant access to an up to date plan/policy valuation, with a full breakdown of the investments held.
Instigate tasks - initiate drawdown using the new online application process, and apply for single contribution pension top-ups online, no paper application necessary.
- Fund switch - easily submit a fund switch for pension core funds.
View enhanced plan/policy information - policy details now include start date, mutual bonus, surrender values and charges for Bond and ISA only.
Easily access and view documents - you can now access and view key documentation for you and your client.
Track pension new business applications - view key stages of new business applications submitted.
View/edit quotes - you can now view and edit quotes, which integrates directly with Retirement View.
- Mutual bonus - view mutual bonus declarations for Smoothed Managed Investments, alongside the valuation.
Adviser Portal User Guide
Our user guide aims to help you with common queries, like how to log in as an adviser or paraplanner, navigation, viewing and generating new quotes, as well as initiating drawdown, fund switches and applying for top-ups.
How to log in and view your client information
This short video walks you through how to log in to the Adviser Portal, view your client dashboard, and learn what other actions you can take within the portal.
Looking to quote and apply?
You are now able to view, access and amend any of your recent quotes that you may have submitted in Quote and Apply through the Adviser Portal, which we hope makes life a little easier.
