Name: Self Invested Personal Pension
Brand: LV=

Self Invested Personal Pension:

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Self Invested Personal Pension

We’re committed to giving your client flexibility over their investment. We believe this to be one of your key considerations when developing retirement solutions for your clients.

Our Pension wrapper lets you offer a comprehensive Self Invested Personal Pension - giving access to our Extended range, including pure SIPP investment, commercial property, and non-panel Discretionary Fund Managers.

We offer your client reassurance over their future, regardless of whether they’re in, or nearing, retirement.

Key features

Our Self Invested Personal Pension is built with a number of key features:

Wide range of investment options that suit various levels of investor sophistication and appetite to investment risk.
Access to a selected range of leading investment managers.
Full range of decumulation options, including Drawdown and Fixed Term Annuity.

Important information

Here are some important things you should know about our Self Invested Personal Pension:

It’s a stock market-related investment – your client may get less than they put in.
If the government changes the way your plan is taxed, this may affect how much your client gets back.
Before accessing other investment options, at least £3,000 of your client’s investment must be in our Core funds. The exception to this is if your client invests at least £5,000 into our LV= Smoothed Managed Funds Pension.

We understand each client is unique. That’s why we offer a range of investment options to suit their needs.

LV= Core Funds

LV= Smoothed Managed Funds Pension

Selected Partner Funds

Extended Funds

Share Dealing

Blended solutions

We understand that as your clients near retirement, their attitude towards risk may change. That’s why we offer choice and control over their retirement income.

Offer a tailored recommendation to your client by combining these options into a single pension portfolio. This gives maximum flexibility – meeting your clients’ needs now, and for years to come.

Award winning retirement options

We’ve been rated 5 stars, 6 years in a row.

Since its launch in 2015, our Self Invested Personal Pension has been recognised by Moneyfacts as being strong, robust, high quality and good value.

Pill bottle next to a phone displaying a stephoscope

LV= Doctor Services, as standard

As your client nears, or enjoys their retirement, their health becomes more of a priority. Our confidential, expert medical advice is available, whenever it’s needed. Please note, this a non-contractual benefit that can be removed at any time.

Your client can access fast and convenient medical advice – at no extra cost. There are six services available:

GP access 24/7 – available by phone or video, up to 5 times a year.
Prescription services – without the need to visit a GP.
Second opinion – check a diagnosis and get treatment advice.
Remote physiotherapy – free remote sessions, with a bespoke plan.
Psychological services – free remote sessions, including counselling and Cognitive Behavioural Therapy.
Health MOTs – 25% discount, with an overall health assessment that identifies health risks.

Added benefits for members

When your client invests in our Self Invested Personal Pension, they can opt to become a member. This unlocks a host of benefits to your client, at no extra cost:

Member Care Line – exclusively for members and their family, the Member Care Line gives free access to nurses, counsellors and legal advisers.
Discounts – your client will be eligible for generous discounts on our general insurance products, like home, pet and car insurance.
Member support fund – if your client finds they're struggling to make ends meet, they may be eligible to receive a financial helping hand.
Voting rights – your client will have the right to vote in our Annual General Meeting, once they’ve been a member for 12months.

Let's talk

0800 032 2990

9.00am - 5.30pm Mon-Fri

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

Self Invested Personal Pension:

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Self Invested Personal Pension

Investing your client’s future

Self Invested Personal Pension

Key features

Important information

LV= Core Funds

LV= Smoothed Managed Funds Pension

Selected Partner Funds

Extended Funds

Share Dealing

Award winning retirement options

LV= Doctor Services, as standard

Added benefits for members

Let's talk