LV= gives online financial advice

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LV= gives online financial advice

Thu 21st Feb 2008

Liverpool Victoria (LV=) has decided to offer its customers an online 'Financial Check-Up', to allow them to access guidance before they make the decision to contact a financial advisor.

The system has been designed and developed by Distribution Technology, a provider of planning and sales software.

It helps customers to analyse their financial priorities by looking at a range of needs they may have, including budgeting, protection, mortgages and retirement.

They can then print off or save an individual report and use it as a basis for contacting a financial advisor.

Robin Willison, financial advice services director at LV=, said that the company's "overall aim is to make financial advice more accessible to our customers".

He added that the online Financial Check-Up provides first-stage advice "in a convenient and intuitive manner".

Ben Goss, chief executive of Distribution Technology, noted that "the internet is fast becoming the consumer's 'channel of choice' for initiating their search for financial products and guidance".

Liverpool Victoria recently received a ratings boost to a B+ from an independent actuarially based ratings organisation.

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