With over 180 years of experience, LV= (Liverpool Victoria) is a leading UK life and pensions mutual insurer. We offer a diverse array of investment products, all crafted to meet the unique needs of our clients. Quality and reliability are at the core of everything we do.
Financial advisers across the UK trust LV= for our wealth of experience, award-winning services and innovative, highly-rated products (like our 5-star Defaqto rated SIPP). Our long history inspires confidence in our stability and expertise, while the industry accolades we receive affirm our dedication to quality. We’re also proud to offer forward-thinking solutions like our Smoothed Managed Funds, which are designed to help reduce volatility. These products give advisers effective tools to adapt to their clients’ changing investment needs.
Choosing to partner with LV= means choosing a trusted ally who is dedicated to delivering outstanding investment solutions. We’re committed to supporting financial advisers and their clients with tailored services that align with their goals, ensuring long-term success and peace of mind.

We’re one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement.
We have a strong social purpose - a beacon within financial services. We provide products and services that help our customers achieve a better later life and believe that financial intermediaries are best placed to help people with the choices they need to make to achieve this.
There’s now more choice than ever for clients who are approaching retirement or already retired. We recognise that as a financial intermediary, you are the architect of your clients’ retirement plans. As the expert, you’re able to consider alternatives and recommend a product mix that provides secure and flexible income to last a lifetime. As a retirement specialist provider, we'll support you with dependable, first-class service.

stablished in 1836, L&G is one of the UK's leading financial services groups and a major global investor, with £1.1 trillion in total assets under management (as at FY24) of which c. 44% (c. £0.5 trillion) is international.
We have a highly synergistic business model, which continues to drive strong returns. We are a leading player in Institutional Retirement, in Retail Savings and Protection, and in Asset Management through both public and private markets. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society.
As at 12 March 2025, L&G has a market capitalisation of £14.1 billion.

The Financial Services Forum is the UK’s leading community for marketing professionals in financial services - a vibrant network of over 5,000 members united by a shared ambition to challenge convention and drive innovation.
As the only membership organisation dedicated exclusively to financial services marketing, we connect the brightest minds from across the industry - including leaders from BlackRock, Goldman Sachs, Lloyds Banking Group, Jupiter Asset Management, HSBC and Schroders.
Through a year-round programme of 60+ events and a constantly evolving Knowledge Hub, we give our members the ideas, connections and confidence to drive marketing forward.

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The Openwork Partnership is one of the UK's largest and most established financial advice networks, supporting over 4,200 advisers across almost 700 firms. We help more than 1.2 million people plan their financial futures with expert guidance on mortgages, protection, investments, pensions and wealth management. Together with our sister companies (Omnis Investments, 2plan Wealth Management and Owl Financial), we aim to deliver tailored personal advice and long-term value for our clients. As well as providing trusted financial expertise, we come together through the Openwork Foundation to raise money and awareness to support those who need it most.