Distribution Tech and LV= launch consumer service

clock

DISTRIBUTION Technology and LV= have teamed up to provide a new web-based service offering consumers a straightforward check-up of their financial needs and priorities.

LV= has recognised the importance of giving its customers online access to financial guidance before they make a decision to contact a financial adviser for more specific advice. The web-based ‘Financial Check-Up' has been designed and developed by Distribution Technology and helps people to analyse their financial priorities across a range of needs, including budgeting, protection, mortgages, retirement, and savings and investments. An individual report can be saved or printed off and users are invited to contact LV= financial advisers, or their existing financial adviser, in relation ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

'Huge amount' of AI hyperbole among industry

'Huge amount' of AI hyperbole among industry

‘Everyone is talking about AI, but no one really knows everything yet’

Isabel Baxter
clock 09 May 2024 • 1 min read
Pension dashboards demand systems built to scale up rapidly

Pension dashboards demand systems built to scale up rapidly

7.5 million people might log in within the first few days alone

Paul Muir
clock 08 May 2024 • 7 min read
Advisers can boost client communication by embracing AI

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

James Tucker
clock 01 May 2024 • 4 min read