The LV= Platform is available to research and include as part of your platform due diligence on Analyser.
The platform is a partnership with Embark, owned by Lloyds Banking Group, with the tech powered by FNZ.
Charges are 0.27% on assets up to £700,000, reducing to 0.125% on assets over this amount.
LV= launched its platform in July 2023, and describes the service as a retirement-focused platform offering exclusive platform access to LV=’s Smoothed Managed Funds.
Advisers can access a single portal to service clients across LV= products and clients can view and manage their investments through a separate customer portal, My LV=.
LV= has also set up a dedicated team to help advice firms with the onboarding process.
A junior ISA and dripfeed drawdown are both expected to be added later this year.
It’s worth refreshing either your completed due diligence reports or the ones you have in progress to include the LV= Platform as part of your suitability process.
You can find out more about the LV= Platform inside Analyser. Sign up for your free trial here.
