Distribution Technology and financial services group LV= (formerly Liverpool Victoria) have teamed up to provide a new web-based service offering consumers a straightforward check-up of their financial needs and priorities.
LV= is the UK’s largest friendly society, with around one million members. It 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, the UK’s leading provider of planning and sales software. Financial Check-Up 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 pensions and mortgages, for further information or assistance.
Robin Willison, Financial Advice Services Director at LV= said: “Our overall aim is to make financial advice more accessible to consumers, and the new online ‘Financial Check-up’ provides a rapid and valuable ‘first step’ assessment of their financial needs. In many cases our members and customers are looking for help and assistance with their finances before contacting, or meeting with, a financial adviser. ‘Financial Check-up’ delivers this in a convenient and intuitive manner.”
Ben Goss, CEO of Distribution Technology, added: “The Internet is fast becoming the consumer’s ‘channel of choice’ for initiating their search for financial products and advice prior to seeing an adviser. We are committed to providing best in class consumer facing applications and are delighted to support LV in this important and industry leading initiative.”
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