Columbia Threadneedle Investments were selected to manage our Smoothed Managed Funds after a rigorous review process. We now work together to produce strong, risk-adjusted investment returns for our policyholders.
We've developed a robust monitoring framework - this provides support for, and oversight of, the funds’ operation and investment performance. We continue to follow this framework to maintain the performance your clients expect from their investments in the Smoothed Managed Funds.
For the EValue ratings of our funds, please see the tables below. Please note, the ratings provided by EV uniquely take in to
account the impact of our smoothing method on the level of risk your clients’ investments are exposed to.
We’ve been providing financial stability to customers since 1843 and were awarded a B rating for financial strength in AKG’s March 2022 report.
Our LV= Smoothed Pension is accessible as a pension investment through the LV= Flexible Transitions Account.
9.00am - 5.30pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and audit purposes.