Important information
There are some important things you need to know about our LV= TIP:
Our Smoothed Managed Funds Trustee Investment Plan is a single premium investment plan for Trustees of UK registered pension schemes.
With three funds to suit different risk-appetites, LV= TIP offers your client access to our unique smoothed funds as part of their regular Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS).
Find a summary of the relevant product information, in accordance with the Insurance Distribution Directive.
There are some important things you need to know about our LV= TIP:
This is a non-profit plan so clients will not be eligible to participate in any of our distributions to with-profits policyholders. For example, they will not be eligible to receive a mutual bonus.
The Smoothed Managed TIP Cautious fund allows clients to buy an optional 10-year capital guarantee. Guarantees can be bought on initial and subsequent investments at outset, or on the expiry of a previous guarantee, subject to availability.
Our proven smoothing process helps level the concerns of day-to-day investing. It’s simple, transparent and performed exactly as intended through market shocks.
The three LV= TIP funds are managed to our exacting mandate by Columbia Threadneedle Investments.
Our smoothed funds are available through a pension, bond and ISA.
9am - 5.30pm Mon-Fri
TextDirect: first dial 18001. We will record or monitor calls for training and auditing.