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.