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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.
Our funds have been risk-rated by multiple agencies. The independent ratings allow you to identify investment suitability by confidently matching the fund choice to your client's risk profile. For more information visit our risk ratings page.
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.