LV= SIPP:

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Reasons to choose our core options

The core investment options within the LV= SIPP offer a wide selection of fund choices, innovative investment solutions, like our Fixed Term Investment and our range of Smoothed Managed Funds.

By selecting our core options (also known as the LV= Personal Pension), your client will get access to:

  • Almost 200 insured, active and passive funds from leading asset managers.
  • The LV= Fixed Term Investment, offering guaranteed growth within a SIPP and the benefits that come with being part of a mutual.
  • Our unique range of Smoothed Managed Funds, offering a less volatile investment journey in the lead up to and in retirement.
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ESG-focused and risk-rated funds from leading asset managers

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Cost-effective choices offering genuine value

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Monitored by LV= for funds you can trust

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ESG-focused and risk-rated funds from leading asset managers

Investment management

Our fund range includes almost 200 insured mirror funds, directly linked to well-known, respected investment funds. Each fund is carefully selected and regularly monitored by our expert in-house team to provide a broad, suitable range for you and your clients.

As part of our core options, your client can also access the LV= Smoothed Pension managed in partnership with BlackRock, one of the world’s largest asset managers.

 

Active funds

We have a selection of actively managed funds – investing in a mix of asset classes and sectors. And, many are risk rated, allowing you to match your clients to the appropriate level of investment risk.

Passive funds

We have a range of passive funds, including single index trackers, blended funds and those with an element of fund manager intervention.
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The LV= Fund Centre

To access detailed information on each of our funds, head to our Fund Centre, your place to view essential fund data and search and filter for suitable investment choices, with over 5000 funds available.

Visit the Fund Centre
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Good value and transparent charges

We work hard to ensure our pricing structure reflects the value we offer. Read our SIPP charges guide to see how our charges apply across our fund options. Remember, the options in each segment can be blended with each other for extra investment flexibility.

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Our standard LV= SIPP wrapper charge starts from 0.20%. However, when clients choose to invest 100% in Smoothed Managed Funds they benefit from a reduced charge of just 0.15%. Please note, a minimum £195 per annum wrapper charge applies.

Download the LV= SIPP charges guide for more details.

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Ready to quote and apply?

To support you, we offer a simple online quote and apply process through our Savings and Retirement Adviser Portal.

If you’ve already registered, please log in to the portal. Otherwise, click 'Register now'.

If you're not quite ready to get a quote, speak to our friendly Business Development Managers on 0800 032 8298, or via email on [email protected]

Register now Login to get a quote

Key documents

Learn more about the LV= SIPP and our core fund options:
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Let's talk

To learn more about the LV= SIPP, speak to one of our Business Development Managers. You can also call
0800 032 8298 or email our adviser support team.

Alternatively, if you need support with an existing policy or help with our online systems, call us on 0800 032 2990.

Lines are open 9am-5pm Monday-Friday. For TextDirect: first dial 18001. We may record or monitor calls for training and audit purposes.