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Retirement Advice
Retirement Wizard

Retirement Wizard has been developed by LV= to help you understand the benefits and disadvantages of the options available to you at retirement, and provide you with an indication of the financial benefits and tax implications of each option. Retirement Wizard compares retirement products including annuities from leading providers to find a retirement solution for you.

In order for LV= to be able to provide you with the information you require relating to your retirement options, LV= will need you to tell them a bit about you, your pensions, and your retirement needs. LV= will then make some calculations based on your personal circumstances to give you an idea of what your retirement might look like.

To get a basic indication of the options available to you in retirement, simply complete the free retirement options report below, which will provide you with a range of scenarios to help you see some of the different ways you can access your pension savings. You can edit your scenarios to see the effect of delaying your retirement age, increasing your pension pot size or changing the tax free cash amount you take. Once complete, you can simply email yourself a copy of your free LV= Retirement Options Report.

In order to receive advice in respect of your retirement options, LV= will need you to tell them a bit about your personal circumstances, your existing pensions and your retirement objectives. This can be achieved by completing the Retirement Wizard Fact Find below, please refer to the details regarding the costs and features provided by this service.

*The Retirement Wizard will not analyse or advise on any final salary schemes you may have or pensions with guaranteed annuity rates, or where your total pension assets are below £13,000 or above £150,000. For such circumstances, you will receive a phone call from one of LV’s advisers.

**£698.00 is the combined price of Retirement Wizard solution and advice from LV=.  Berkeley Burke are not responsible for either the Retirement Wizard solution anaylsis or advice given by LV=.

***This Money Back Guarantee is offered by Liverpool Victoria Financial Advice Services Limited, which is a wholly owned subsidiary of Liverpool Victoria Friendly Society Limited. Registered address for both companies: County Gates, Bournemouth, BH1 2NF.  
Please note, Berkeley Burke are not responsible for any aspect of the Money Back Guarantee offered by Liverpool Victoria Financial Advice Services Limited.  For full terms and conditions, click here.

Important Information

  • The scenarios detailed in your free retirement options report are for illustrative purposes and to help you see some of the many different ways that you can access your pension pot. It does not recommend which is the best option and does not constitute regulated financial advice.
  • All amounts shown are for illustrative purposes only. Exact quotes will vary depending on product, product options, investment returns and rates available at the time.
  • State Pension figures are estimated and based on you having paid full national insurance contributions. However where full national insurance contributions have not been made you may receive less than the assumed figure.
  • Where LV= have plotted growth of your pension pot they have assumed a growth rate of 2% per annum after all charges, this does not include the impact of inflation.
  • If you don’t know what to do, you should seek financial advice from a regulated and qualified financial adviser to help you choose the most suitable product or products.

Berkeley Burke Group Limited is registered in England with company number 04136164, and is Authorised and Regulated by the Financial Conduct Authority through our subsidiary companies.

See Compliance page for further information.

© Berkeley Burke 2016