This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.
X
MM+201114+Cover+Small
Categories:Pensions,SIPPs

LV= Flexible Transitions Account Low Cost Option

  • Print
  • Comment

LV= Flexible Transitions Account Low Cost Option

Type: Hybrid self-invested personal pension

Minimum investment: Lump sum £20,000, additional regular premiums from £25 a month

Investment choice: 130 funds from Artemis, BlackRock, BNY Mellon, Fidelity, Henderson, Invesco Perpetual, Investec, J.P. Morgan, Jupiter, Liontrust, M&G Martin Currie, Premier, Schroders, State Street Global Advisers and Threadneedle

Options: Ability to switch to the higher standard charging structure to access other investment options available through the Flexible Transitions Account

Charges: Annual 0.25% for the first £1m invested, 0.1% for any amount over £1m, plus fund charges depending on funds selected. Establishment fee of 1.2 per cent for each 1 per cent initial commission taken by the adviser can be charged over a period of up to five years

Commission: Subject to negotiation with initial, ongoing and ad hoc options, available on factory gate pricing basis for fee-based advisers

Contact: www.lv.com/adviser

  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

The Money Marketing CPD Centre
Build your annual CPD - you can log and plan your CPD hours for free with The Money Marketing CPD Centre.

Taxbriefs Advantage
Advantage is a digital reference source giving unbiased, independent, answers to your technical queries. Subscribe to Taxbriefs Advantage.

Have your sayEdit my profile/screen name

You must sign in to make a comment

AXA Wealth

The Budget: What do people really know?


Fund Data

Editor's Pick



Poll

Do you think the idea of a single investment management charge could work in practice?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments