Online Services:

Laptop with an arrow on screen

Your investment proposition – smoothed

LV= Platform Services is a retirement focused platform for financial advisers designed to support and enhance your investment proposition.

The platform offers access to an extensive range of investment funds to help you deliver the need of your client’s investment strategy, as well as exclusive platform access to our Smoothed Managed Funds. The funds, with over 15 years of unbroken smoothed performance, are uniquely designed to manage volatility within a client’s portfolio without compromising return potential.

Already registered to use LV= Platform Services?

New to LV= Platform Services?

Contact our Business Development Team

0800 032 8298

Lines are open 9am - 5pm Monday to Friday. 
For TextDirect: first dial 18001
Calls will be monitored and/or recorded for training and audit purposes.

Why use LV= Platform Services?

  • Meet client needs - Through an extensive fund universe that supports both capital and income requirements across the risk spectrum and product wrappers.  
  • Volatility management - Exclusive platform access to our Smoothed Managed Funds with a strong record of performance over 15-years, uniquely designed to help lower volatility in your clients’ portfolios.
  • Good value - Transparent and competitive pricing to deliver good value to you and your clients.
  • Rich functionality - Fully accessible through our adviser portal, our platform allows you to manage your clients’ portfolios your way. Key processes are fully automated with no wet client signatures required. Our customer portal, My LV=, lets clients view and manage their policies online.
  • Comprehensive service and support - Embed into your advice business with ease, with dedicated platform on-boarding and ongoing technical support from LV= Platform Specialists, backed by LV=’s customer service.
LV= Platform Services is provided by Embark Investment Services Ltd, part of the Embark Group, part of the leading UK-based financial services group Lloyds Banking. The platform is powered by technology from FNZ, an award-winning provider of digital technology operating to the highest standards in data security and disaster recovery.

New business

Using LV= Platform Services, it's simple to create an account for your clients and manage their finances. Watch our video to learn more.

Getting money from a plan

Learn how to crystallise a client's account and withdraw their funds using LV= Platform Services in this short clip.

ISA Portfolio

A stocks and shares ISA that offers consolidation of current and previous year's ISAs into one tax efficient environment with full flexibility on withdrawals. 

Junior ISA Portfolio*

Available for children up to the age 18, our Junior ISA Portfolio offers a tax efficient way of saving for your child's future.

* Coming soon.

Pension Portfolio

Offering flexibility for the most simple or sophisticated requirements to meet changing needs into and through retirement. 

General Investment Account

Save and invest across our investment universe. Your client can hold multiple GIAs to segment their savings for different goals. 
Contact Phone

Contact our business development team

0800 032 8298Lines are open 9am - 5pm Monday to Friday. 
For TextDirect: first dial 18001
Calls will be monitored and/or recorded for training and audit purposes.

Technical support

For customer and technical support please contact our Customer Experience team on:

Call: 0800 032 9357 or Email: [email protected]
For TextDirect: first dial 18001

Lines are open 9am - 5pm Monday to Friday. Calls will be monitored and/or recorded for training and audit purposes.