Discretionary Fund Management:

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Our market pedigree

We’ve been active in the market for nearly 25 years, and we’ve built up a wealth of experience in that time.

We support advisers looking to outsource the investment recommendation process by delegating investment management to a discretionary fund manager.

Available via the LV= SIPP Selected Partner fund option, our Discretionary Fund Management service lets you blend investment options and income solutions within the pension wrapper using their bespoke or managed portfolio service.

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25 years’ market experience

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Strong investment governance

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Automated cashflow solutions

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25 years’ market experience

Our Discretionary Fund Management panel

We have a carefully selected panel of top Discretionary Fund Managers with whom we have close working relationships and efficient operational processes in place. In some cases, preferential rates have been negotiated by LV= with the fund managers, offering excellent value.
Brooks MacDonald logo
Brooks MacDonald
Cazenove Capital logo
Cazenove Capital
Charles Stanley logo
Charles Stanley

Benefits of using a Discretionary Fund Manager

Benefits to you

Discretionary Fund Managers take away the time and process from decision making and reporting. Here are the benefits you’ll find with using our Discretionary Fund Managers:

  • De-risk your investment decision process.
  • Make the most of a robust cash flow management process.
  • Save time so you can focus on other areas of business.
  • Access your own virtual investment team - access research, reporting and fund management experience.
  • Benefit from a robust reporting process to support your advice.
  • Take a seat at the table – you control the client/adviser/fund manager relationship.

Benefits to your clients

Your clients are treated individually with a bespoke plan – they’ll benefit from discretionary management in the following ways:

  • Receive a bespoke investment strategy designed to match their plans and needs.
  • Access to their own personal fund manager.
  • Get a portfolio that matches their risk rating, capacity for loss and changing needs throughout their retirement journey.
  • Regular reviews to ensure plans are on track.
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Our charging structure

If you’re interested in working with a DFM for your client, we offer a good value charging structure.

For full details of LV= charges and agreed charges with our Selected DFM partners, please see the DFM charges summary.

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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