Discretionary Fund Management:

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Our market pedigree

We’ve been active in the market for over 15 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.

We have a carefully selected panel of eight top Discretionary Fund Managers. With our purchasing power, we offer excellent value and discounted fees from the fund managers.

We have a strong investment governance ethos with a thorough on-boarding process for new Discretionary Fund Managers. It’s also supported by our annual due diligence reviews.
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Systems and reporting

Our online systems - including our automated cash flow system - mean that income can be paid to your client without delay. This eliminates concern for your client and saves you admin time.
 
Our robust reporting process supports the advice you give. You’ll always be up to date with the value of a client's pension fund and the underlying investment performance.

Our life and pension proposition has won five stars in the Financial Adviser Service Awards for 11 consecutive years, so you can be sure your client pension fund will be in safe hands.
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Flexible pension wrapper

Our Discretionary Fund Management forms part of the tax efficient LV= Flexible Transitions Account pension wrapper. It’s been awarded a five star rating from Moneyfacts for the past six years.

It lets you blend investment options and income solutions within the Self Invested Personal Pension – so Discretionary Fund Management can form part of a wider investment and product solution.

As clients move through their retirement journey, our Discretionary Fund Management can be utilised throughout the accumulation and decumulation process - providing a seamless investment process.

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.
Contact Phone

Let's talk

0800 678 1890

9am - 5pm Mon-Fri

TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.