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Lloyd’s Treasury & Investment Management provide specialist fixed income investment management services to the Lloyd’s market, on a discretionary basis to Managing Agents and as the manager of Lloyd’s centralised trust fund assets and the Central Fund.
We offer a foreign exchange dealing service for managing agents and operate the Currency Conversion Service ‘CCS’ on behalf of the Lloyd’s market.
Click here to find out more
The Lloyd’s Treasury and Investment Management team is led by Lloyd’s Treasurer, Stuart Simpson and is a division of the Market Finance Department headed by John Parry. The Department is part of Lloyd’s Finance, Risk Management and Operations Directorate.
The operations of the Lloyd's Treasury and Investment Management Department are overseen by the Lloyd’s Investment Committee, a sub committee of Lloyd’s Franchise Board. The Lloyd’s Corporation is regulated by the FSA.
Lloyd's Treasury & Investment Management manage a number of commingled investment accounts, for use by syndicates at managing agents discretion. These accounts offer a low cost solution for smaller portfolios to access the economies of scale provided by a larger pool of funds. We charge a fee of 0.07% for the investment management of these funds.
Click to access factsheets for Commingled Funds
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The objective of the Lloyd’s Investment Forum is to provide a platform for debate and raise awareness of investment issues affecting the Lloyd’s market. Membership of the forum is open to market participants who have an interest in the management of assets relating to Lloyd’s business.
Click here to view forthcoming events or to access research.
To be notified of forthcoming events and news - please complete the following details to sign up to the Lloyd's Investment Forum.
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The following Reports are available, please log in to access:
Review Investment Parameters approved by Lloyd's Investment Commitee and applied to portfolios managed by Lloyd's Treasury & Investment Management.
See here to find all the information relevant to your role within the Lloyd’s market.
Useful Lloyd's facts, figures statements and presentations for Lloyd's brokers and their clients.
Broker related events, broker registration news and market bulletins
Brand guidelines, Lloyd's Wordings Repository, Quality Assurance Tool, Market Reform Contract and The Exchange.
Worldwide information for Lloyd's brokers wishing to grow and develop their business.
Educational and promotional presentations for brokers' clients visiting London.
Listings of Lloyd's brokers, coverholders, run off brokers, managing agents and Lloyd's office network.
Frequently asked questions for Lloyd's Brokers
Broker Relationship Management Team
An introduction to Lloyd's and how it operates, including financial results and events.
Find out what a Lloyd's broker is, the benefits, what sorts of business they typically place and how to find ...
Information and guidance on becoming a Lloyd's registered broker.
Welcome to the Coverholder Toolkit the easy-to-use guide to doing business with Lloyd's
Find out how business is placed at Lloyd’s, what a coverholder is, how it works and what sorts of business ...
A wide range of tools and resources to help you as an approved Lloyd’s coverholder, including standards and guidance and ...
Details of Lloyd’s standards and guidance for managing coverholders, information about the application process and coverholder systems.
All coverholder forms and quick links
The latest coverholder articles, bulletins and Delegated Authority Team news.
Contact information for advice on coverholder matters.
A collection of interesting stories from existing Lloyd's Coverholders which help to explain some the workings of the coverholder model ...
Lloyd's Members approve a resolution to consent to HMT's proposals to amend the Lloyd's Act 1982.
Lloyd's members approve £90 million contribution to Equitas Transaction
How do I verify my Lloyd's insurance or check my policy number?
Details on how to make a claim on a Lloyd's policy
Complete this form if you wish to verify your insurance policy
Significant flooding occurred in many areas of Queensland during late December 2010 and early January 2011, with three quarters of ...
The Independent Reviewers section is for Lloyd's Independent Reviewers only.
Market members can follow the links to find useful committees and associations.
Information resource for experts such as lawyers, adjusters, accountants and others providing services to the Lloyd's market.
The Financial Services Authority regulates the Lloyd's market as a whole.
Browse the directories for Lloyd's US offices.
Find all Lloyd's market communications in one place.
Market Bulletins are the formal means of advising the Lloyd's market of business critical issues, find a complete archive of ...
International Regulatory Risk at Lloyd's
Background
Search by country location to view forthcoming events.
Lloyd's business timetable provides information on the regulatory and Corporation deadlines that apply to the Lloyd's market.
Provides information on the deadlines that apply to the Lloyd's market.
Business Timetable Tool
Lloyd's syndicate reports and accounts for the year ends 31 December 2005 onwards can be downloaded from here.
Syndicate Reports
Information on Lloyd's syndicate investment is intended for use by Lloyd's managing agents only.
Understand the auction process.
<p>Syndicates are required to provide information on a variety of matters of interest to the market including mergers, cessations, offers, ...
Access auction results including information on current prices, penny bands, unsatisfied bids, bilateral arrangements, connected persons, bids in excess of ...
Find the latest capacity auctions newsletters covering auction results, disclosures, pre & de-emptions and administrative matters.
Detailed statistical information on the volume of capacity traded and prices.
Download the necessary documentation for participation in the auction process including the auction, bilateral and capacity rules.
Auction and stamp timetables and forms
Information for agents of the minimum required standards to be met in producing syndicate ICAs for the 2010 year of ...
Solvency II is a fundamental and wide-ranging reform of EU insurance supervision.
Each member of Lloyd's is required to provide capital as security to support their total Lloyd's underwriting business.
Documents to be issued during 2012 by Lloyd's Tax Operations are listed below.
2012 timetable detailing tax collections made by Lloyd's Tax Operations in respect of US Federal Income and Excise Tax, Canadian ...
Lloyd’s is not a single company, but an insurance market. Click here to find out all you need to know about operating at Lloyd’s.
After a successful year’s pilot in marine classes and implementing electronic endorsements in property, specie and professional indemnity – all ...
Working together providing dependable services today and in the future
Key dates for the coming months.
Keep up to date with developments within Market Services and how they may affect you.
Information and standard forms regarding your membership of Lloyd's.
Find a list of all our key contacts
Please find below questions commonly asked in respect of some key areas:
We would like to hear from members on how useful and informative they have found the Market Services' area.
Lloyd's is licensed to underwrite business in certain territories subject to the laws and regulations of those territories.
Economic, trade or financial sanctions are imposed by governments or the United Nations to exert pressure on individuals or political ...
It is Lloyd's policy that all complaints should be handled quickly, fairly and in accordance with the requirements of the ...
The Lloyd's Acts and the Byelaws and Underwriting Requirements made by the Franchise Board are available here.
Advance consents reduce the administrative burden on managing agents. Instead of managing agents having to apply to Lloyd’s for certain ...
Lloyd’s Government Policy and Affairs (GPA) team monitors and seeks to influence initiatives and proposed legislation in the UK, EU ...
Lloyd’s premiums trust deeds, overseas business regulatory deposit trust deeds and funds at Lloyd's trust deeds are available online.
Key legislative issues which impact Lloyd's relating to Solvency II
Contact details for Lloyd's Solvency II enquiries
Lloyd’s success has been built on its reputation for paying all valid claims. The claims service provided to policyholders remains ...
The Catastrophe Portal collates factual information on the major catastrophes affecting the Lloyd's Market, as well as housing communications from ...
The vast majority of claims on subscription market risks fall under the 2006 or 2010 Claims Schemes which are now ...
This section provides all entities operating in Lloyd's market with VAT information including recovery and exchange rates to be used ...
Archived taxation bulletins listed by year.
Information on the exempt (protected) status of UK and overseas insurance companies.
Details of contacts for specific taxation enquiries.
Lloyd’s Claims Management Principles and Minimum Standards - Effective From 1 January 2012
Risk management principles, minimum standards, guidance and advice.
Underwriting management principles, minimum standards, guidance and advice.
Effective operational processes principles, minimum standards, guidance and advice.
Governance principles, minimum standards, guidance and advice.
Investment risk principles, minimum standards and guidance.
The managing agent has effective arrangements to protect Lloyd’s reputation and brand.
Guide to the old Codes Handbook. Helps those operating in the Lloyd’s market to understand their responsibilities.
Information on risk codes with access to related market bulletin, guidance notes and a list of risk codes
Codes can be allocated to a single loss occurring on a specified date or to a single loss incurred over ...
Information about global contracts and how to place them at Lloyd's.
To view details of where Lloyd's is licensed and authorised to transact insurance business, access Lloyd's interactive map.
History of all syndicates underwriting since 1993 including the Reinsurance to close (RITC) position as at 31.12.2011
Lloyd's Valuation of Liabilities Rules provide guidance and clarification for actuaries preparing Statements of Actuarial Opinion (SAOs) on syndicate technical ...
A graphical representation of all currently active, open and run-off syndicates and their corresponding managing agents.
A comprehensive resource of tools and reference material for market participants.
Profiles of each relevant platform, hub and key technology globally.
Profiles of relevant technology vendors with existing solutions used in the Lloyd's market place for e-trading and distribution.
Lloyd's business timetable provides information on the regulatory and franchisor deadlines that apply to the Lloyd's market; including deadline dates, ...
The Overseas Reporting team are responsible for ensuring that regulatory returns in respect of business written in certain territories outside ...
The Quality Assurance (QA) Tools provide experienced market specialists with periodic updates and prompts on contract quality requirements for open ...
Crystal provides Lloyd's market participants with quick and easy access to international regulatory and taxation requirements.
This section provides guidance on what to consider when identifying the locations of risk for regulatory and tax purposes.
If you're an underwriter, wordings technician, or broker, you know that all the terms and conditions of an insurance contract ...
Atlas is an online market system that makes the process of managing coverholders faster and more efficient, whilst raising standards. ...
The Binding Authority Registration website is an online market system for brokers and managing agents for the registration of Lloyd's ...
Why do brands matter? This site shows how the Lloyd's brand can give you a significant competitive advantage.
Whether you're presenting to clients, colleagues or just want to learn more about Lloyd's, the Presentation Toolkit holds a variety ...
This section provides guidance to Managing Agents regarding available options when seeking mid-year increases to their managed syndicates' underwriting
The code of practice sets out the obligations of a managing agent when entering into a binding authority.
The purpose of the code is to provide all necessary information governing Lloyd's expectations for the approval, ongoing management and ...
An overview of the Lloyd's coverholder application process, how to submit an application and important requirements.
How to change a coverholder's details or extend authorities.
The Market Intelligence team provides analysis of the world’s insurance industry from a geographic perspective for the benefit of Lloyd’s ...
Lloyd's Exposure Management team is responsible for understanding and managing market aggregation risks, and alerting the market to emerging risks ...
Published by Edward Elgar Publishing in association with Lloyd’s, the Research Handbook on International Insurance Law and Regulation is a ...
The Class of Business department is responsible for understanding and managing the market's performance at a class of business level ...
To take advantage of a variety of discounts arranged by Lloyd's visit either Market Benefits for discounts on select local ...
Information and links to Lloyd's shop
The Lloyd’s Agency Network provides 24 hour, year round independent marine surveying and claims adjusting services to the global insurance ...
The Survey & Claims Management team has a high level of marine claims expertise and is available to assist the ...
Lloyd's Certificate Office is part of the Lloyd's Agency Department dedicated to the production of insurance certificates in both paper ...
Find out about the role played by Lloyd's Salvage Arbitration Branch in the administration of Lloyd's Form of Salvage Agreement ...
