Discretionary Fund Management:

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Annual Due Diligence

We carry out an annual due diligence review of our Selected partners proposition. This involves meeting with the eight Discretionary Fund Managers on our panel and reviewing them against three key areas – operational, strategy and business fit.

Fund managers

We have eight fund managers who review our Discretionary Fund Management proposition for due diligence.
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Due diligence reviews

We’ve summarised the key areas from our latest annual review. This gives you an overview of how our Discretionary Fund Management proposition has worked over the last year.
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Operational

This covers the extent to which automated processes between the DFM and LV= are embedded and work well for the benefit of advisers and customers in addition to delivering operational efficiencies and reducing risk.

The summary:

All companies were graded as either excellent or very good. This is demonstrated by their ability to interact electronically in key areas e.g. cash flow management, daily valuation feeds and their willingness to work with us further in this area. There have also been no noticeable themes arising from discussions around operational effectiveness for any of the companies via our internal Strategic Partners Retirement Operational Group meetings.

Strategy

This relates to how the companies we deal with share our vision – from how the markets we operate in are developing, and their strategies to deal with future market changes. 

The summary:

All companies were rated as excellent here as we could see clear evidence of an understanding of the way in which markets are developing, particularly in the at retirement space post pension freedoms. These companies had in place, or were in the process of developing, technology solutions aimed at the changing needs of advisers and customers.
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Business fit

The primarily refers to how far our two businesses are aligned in key areas like distribution.

The summary:

All companies rated either very good or good.
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