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 from a range of 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.