Flexible Guarantee Fund:

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LV= Smoothed Managed Funds Pension S1 (LV= Smoothed Pension)

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.

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

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.
Guarantee term (Years)/Fund10
Smoothed Managed Cautious Fund0.35%
 

Guarantee charges - for Flexible Guarantee Funds (all Series)

If you invested on or after 12 June 2014 you can choose from the following guarantee terms (yearly charge):
Guarantee term (Years)/Fund10
Cautious Series 20.35%
Balanced Series 20.50%
Managed Growth0.65%
Guarantees are bought at an extra monthly cost and are explained fully in your product documents. The guarantee charge is taken monthly, as 1/12 of the yearly charge stated in the table. Please remember that these charges can be changed at any time.
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0800 032 8298

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Email [email protected] to book an introductory meeting. Please quote your FCA number and postcode.