Online services:
Quote & Apply
Servicing
Creating an account
Getting money from your plan
How to guides
LV= Adviser Investment Centre
Visit our centralised hub for timely market insights, expert analysis from our CIO and BlackRock, and easy access to our Fund Centre. Explore daily performance data, compare funds, and stay informed on the latest investment trends.Key platform documents
See our guides, forms and terms and conditions.
Key Adviser Documents
Key Client Documents
Terms and Conditions
Forms
Frequently asked questions
Have a question about LV= Platform Services? You can find answers to our most commonly asked queries here.Are training resources available for new users?
Can I access ESG information for funds?
Can I schedule reports or export data for clients?
Can I set up regular contributions or Drip-feed Drawdown?
Can I view historical transactions or valuation data?
How can I access market commentary and investment insights?
How do I compare funds or build model portfolios?
How do I illustrate tax-free cash and drawdown options?
How do I make contributions, transfers, or withdrawals?
How do I register for LV= Platform Services?
How do I search for a specific client or policy?
How do I switch between different product types?
Is the platform mobile-friendly?
What do I do if I forget my password?
Where can I download reports, statements, and factsheets?
Where can I find client records and portfolio information?
Where can I view fund performance and charges?
Platform support


For Platform support including any technical queries, please contact our Platform specialist team on:
Call: 0800 032 9357 or email: [email protected]
For TextDirect: first dial 18001
New to LV= Platform Services?
Find your Business Development Manager now to book a live and tailored demo of the platform, or email the team at: [email protected]