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Non-profit funds

Clients investing in our Smoothed Managed Funds will invest in either our With-Profits fund (Flexible Guarantee Bond), or our non-profit fund (LV= Smoothed Pension, LV= TIP, LV= ISA). Their investment will be combined with other investors' money and managed collectively to maximise their returns while balancing investment risk.

Our non-profit investments

If your client chooses to invest in our LV= ISA, LV= TIP or LV= Smoothed Pension, they will invest in our non-profit fund. Investors can choose one of three fund options to best suit their investment needs and attitude to risk. Each invests in a mix of equities, commercial property, fixed interest and cash. The funds offer a unique smoothing mechanism, using fund price averaging to help reduce the impact of market volatility on your clients' investments.

  • LV= Smoothed Pension - an investment option available through the LV= Pension wrapper (Flexible Transitions Account)
  • LV= TIP - a version of our smoothed pension funds that clients can access via other SIPP and SSAS providers
  • LV= ISA - a stocks and shares ISA

If you have an enquiry or would like to discuss a client's policy, you can get in touch using the details here.

Helping to support your clients

While non-profit policies aren't eligible to receive a mutual bonus, we offer several benefits to plan holders at no additional cost. Find out more about how we can support your clients:
  
Doctors services phone

Doctor Services

Quality, convenient medical advice has never been more important. Through Doctor Services*, our customers receive free access to online medical services including 24/7 remote GP appointments, second opinion services, and prescriptions. 

*LV= Doctor Services is a non-contractual benefit and can be changed or removed at any time.

Find out more about our Doctor services

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Customer benefits

Our customers can access a range of benefits to help them look after the things they love and to plan for their future. General insurance discounts**, legal advice and care lines, and our health e-hub are just some of ways we offer additional support. 

**General insurance products (car, home and pet insurance for example) are provided by LV= General Insurance Group, a subsidiary of Allianz Holdings plc.

Find out more about our customer benefits

Quarterly factsheets

Our factsheets provide information on the performance of each of our three fund options for the LV= ISA.

Performance information for the LV= TIP and LV= Smoothed Pension will be available when the funds reach their one year anniversary.

ISA valuation tool

Find out the current value of your client’s ISA plans quickly and easily with our valuation tool.

Pension valuation tool

Find out the current value of your client’s pension quickly and easily with our valuation tool.