A tricky problem deserves a simple solution – and that’s what we gave LV=. We created an innovative ‘blending tool’ to help IFAs give every client their own bespoke recommendations. IFAs create these options using client data, such as budget, health, and retirement income needs, and present them as easy-to-understand visual comparisons. We also created a suite of case study-based tutorials, to help IFAs learn the ropes.

Markel International

The specialist insurance problem.

Scottish Widows

The pension statement problem.