Our Smoothed Pension aims for long term steady growth and helps manage the impact of volatility by averaging investment values over a rolling 26-week period.
Flexible Guarantee Fund:
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LV= Smoothed Managed Funds Pension S1 (LV= Smoothed Pension)
Fund management charges
An annual management charge applies to your client's’ investments – it’s taken on a monthly basis as 1/12th of the annual charge by cancelling units.
Your client can access their money if they need to – we don’t charge initial fees or early encashment fees.
View latest Smoothed Pension management charges and discounts
Latest investment performance
Find details on the asset mix of each fund and the latest investment performance:Guarantee charges – for Smoothed Pension funds starting on or after 27 April 2021
The guarantee charge is taken monthly as 1/12 of the annual charge by cancelling units.
Please remember that these charges can be changed at any time.
Please remember that these charges can be changed at any time.
Guarantee charges – for Flexible Guarantee funds started between 12 June 2017 to 26 April 2021
If your clients’ fund started between 12 June 2017 to 26 April 2021, they can choose from the following fund guarantee options:
Guarantee charges – for Flexible Guarantee funds started before 11 June 2017
If your clients’ fund started between 01 July 2014 and 11 June 2017, they can choose from the following fund guarantee options:
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