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Junior ISA Portfolio
The LV= Junior ISA Portfolio (LV=JISA) is a Stocks & Shares ISA with access to an extensive fund universe and our Smoothed Managed Funds.
Our Junior ISA Portfolio combines strong investment choice, volatility-mitigating fund management, and a highly usable tax wrapper, all accessed via adviser support and housed within a robust platform powered by Embark. It's built with a range of key features to support you and your clients:
- A wide range of investment options to suit various levels of investor experience and attitude to risk.
- Re-registration of assets – if your client holds assets in another junior Stocks & Shares ISA that are also in our Junior ISA Portfolio, those assets can be re-registered when you transfer.
- A competitive tiered charging structure of 0.27% on the first £700k of investment and 0.125% for excess investments over £700k.
- Exclusive platform access to our Smoothed Managed Funds ISA designed to reduce volatility within clients’ ISA portfolios.
- Easy online access for clients through our customer portal, My LV=, so they can see how their Junior ISA Portfolio is performing and manage their details 24/7 online.
Important Information
Here are some important things you should know about our Junior ISA Portfolio:
- The Junior ISA Portfolio is a Stocks & Shares JISA – the value of the Portfolio may go up or down, and your client may get back less than they put in.
- Withdrawals cannot be made from the Junior ISA until the child turns 18 and we open an ISA Portfolio for them.
- Investments into our Smoothed Managed Funds ISA are with-profits investments which may enable clients to benefit from mutual bonus distributions as well as benefitting from our member benefits.
- Embark Investment Services Limited is the ISA Manager for the Junior ISA Portfolio.
LV= Smoothed Managed Funds ISA
Around 5,000 Mutual Funds and 3,000 Exchange-Traded Investments
Model Portfolio Solutions (MPS)
Contact our business development team
0800 032 8298Lines are open 9am - 5pm Monday to Friday.For TextDirect: first dial 18001
Calls may 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 may be monitored and/or recorded for training and audit purposes.