Talk to us

Member helpline

If you’re over 55 with a Citi Group pension pot of £30,000 or more.

LV= advice

If you agree to the service, and would like us to pass on your details, LV= will work with you to explore your financial circumstances and establish a good understanding of your needs, objectives and priorities in retirement, before providing a solution that will meet your short term objectives and long term needs. 

You’ll receive a suitability letter outlining their recommendations and highlighting any risks to your retirement – it’s then your choice as to whether you agree to the recommendations put forward by LV=. Your adviser will be available to discuss your options in more detail.

Taking LV= advice

If you choose to go ahead with your LV= adviser’s recommendations, they’ll set everything up and support you along the way.

If you choose ongoing advice, LV= will regularly review your circumstances and ensure recommendations keep you on track to achieve your retirement goals.

If you take advice, you’ll be treated as a ‘retail client’ by the Financial Conduct Authority (FCA). This gives you the highest level of protection available under the FCA's rules, although it’s important to note this doesn’t mean your fund value is guaranteed not to fall. You can find out more about how the FCA protects you, your rights and how to complain on the FCA websiteOpens in new tab.