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View from the CIO - an interview with Chris Ellis Thomas from BlackRock

Our Chief Investment Officer, Adam Ruddle, recently met with Chris Ellis-Thomas from BlackRock to discuss what our new partnership with BlackRock means for advisers and how our investment teams work together. Watch the full interview for more, including an update on our new Strategic Asset Allocation. 

View from the CIO - an interview with Chris Ellis Thomas from BlackRock

Our Chief Investment Officer, Adam Ruddle, recently met with Chris Ellis-Thomas from BlackRock to discuss what our new partnership with BlackRock means for advisers and how our investment teams work together. Watch the full interview for more, including an update on our new Strategic Asset Allocation. 

Adam Ruddle - Macro market outlook Q1 2024

Our Chief Investment Officer, Adam Ruddle, recently sat down to look back over the big questions facing investors at the beginning of the year, and where we are now. Watch what he had to say. 

Working together: A new asset management partnership for LV=

In this webinar our in-house experts, Adam Ruddle (Chief Investment Officer) and Stuart Irwin (Head of Investment Strategy) were joined by BlackRock's Chris Ellis Thomas, Portfolio Manager within Multi-Asset Strategies & Solutions.

Together they examined our smoothed fund performance over Q1 2024, and delved into what our new partnership with BlackRock means for you. Plus, how we're already leveraging the diversity of BlackRock's fund choices, investment knowledge and leading technology to enhance our Strategic Asset Allocation.

Recorded on 02/05/2024.

Smoothing 101 how LV’s smoothed funds operate, and how to make them work your clients

Our research shows that 55% of UK adults describe themselves as ‘more concerned about the possible losses than gains’ when faced with a financial decision.

We know this kind of loss aversion is a natural part of human decision making; but it doesn’t always lead clients to make decisions that are best in the long term, especially when markets are volatile. So, what can advisers do to consider the impact of loss aversion and support their clients to make financial decisions that are right for them?

Recorded on 15/02/2024.

How to build decumulation strategies around your clients

While inflationary pressures and the cost of living crisis are continuing to bear down on consumers, Consumer Duty, the Thematic Review on Retirement Income, and ongoing macroeconomic uncertainty are front of mind for advisers. In this webinar we explore why we've seen a resurgence in annuities and what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life our blended solution (which combines a fixed term annuity with smoothed investment) through client case studies and testimonials. Recorded 29/11/2023.

De-risking for retirement with LV’s Smoothed Managed Funds

LV’s Smoothed Managed Funds aim to provide a smoother investing experience. In this short video we hear from IFA Paul Burns and LV’s Colin Watt on the funds’ appeal to clients, and why advisers should consider a Centralised De-risking Proposition.

LV= and BlackRock: A new era for LV's Smoothed Managed Funds​

Our new asset management partnership with BlackRock will help advisers access the latest tools, technology and expertise from one of the world's leading asset managers. LV= CIO Adam Ruddle and Head of Wealth EMEA Andrew Keegan discuss the transition and the benefits this brings to advisers and their clients.

Understanding our unique smoothing process

Discover LV='s unique smoothing process, and how it works to help provide you with a safety net when markets fall.

Working together: A new asset management partnership for LV=

In this webinar our in-house experts, Adam Ruddle (Chief Investment Officer) and Stuart Irwin (Head of Investment Strategy) were joined by BlackRock's Chris Ellis Thomas, Portfolio Manager within Multi-Asset Strategies & Solutions.

Together they examined our smoothed fund performance over Q1 2024, and delved into what our new partnership with BlackRock means for you. Plus, how we're already leveraging the diversity of BlackRock's fund choices, investment knowledge and leading technology to enhance our Strategic Asset Allocation.

Recorded on 02/05/2024.

Smoothing 101 how LV’s smoothed funds operate, and how to make them work your clients

Our research shows that 55% of UK adults describe themselves as ‘more concerned about the possible losses than gains’ when faced with a financial decision.

We know this kind of loss aversion is a natural part of human decision making; but it doesn’t always lead clients to make decisions that are best in the long term, especially when markets are volatile. So, what can advisers do to consider the impact of loss aversion and support their clients to make financial decisions that are right for them?

Recorded on 15/02/2024.

How to build decumulation strategies around your clients

While inflationary pressures and the cost of living crisis are continuing to bear down on consumers, Consumer Duty, the Thematic Review on Retirement Income, and ongoing macroeconomic uncertainty are front of mind for advisers. In this webinar we explore why we've seen a resurgence in annuities and what clients are now looking for in retirement, delve into the behavioural science behind investing, and bring to life our blended solution (which combines a fixed term annuity with smoothed investment) through client case studies and testimonials. Recorded 29/11/2023.

Outlook and opportunities in different markets

In the last year we have seen Bank of England base rates increase dramatically, with many advisers and clients turning to cash to cushion volatility in a turbulent environment.

But the perceived 'safety' of cash can be misleading. With persistent inflation, taking a more balanced approach to a client's allocation of cash and investments could prove beneficial over the long term.

How you can offer your clients a smoother, tax-efficient investing experience

As a result of changes to CGT and dividend allowance announced in the 2023 Spring Budget, many of your clients may be exposed to higher tax burdens, with limited tax-smart investment options.

In this webinar, we explore how the LV= Smoothed Bond is uniquely placed to offer your clients a low volatility, tax-efficient investing experience as well as the chance to diversify their portfolio.

Built to last: the performance and progression of LV’s Smoothed Managed Funds

Our Smoothed Managed Fund range has delivered low volatility and potential for steady, long-term growth for your clients since 2006. And now, we're entering a new era for LV= Smoothed Managed Funds through our exciting new partnership with BlackRock.

In this webinar we get under the bonnet of the SMF investor experience, explore fund performance in Q1 2023, and what's next as we look to the future of Smoothed Managed Funds. 

A balancing act: How to manage your clients’ risk composure in uncertain market conditions

In these tough market conditions, it’s no wonder your clients might be more risk averse than they were previously.

According to our latest Wealth and Wellbeing research, two-thirds of UK adults don’t feel comfortable with financial uncertainty. That’s up 9% in a year.

In this webinar, we take a deep dive into our latest research, uncovering the state of the nation when it comes to financial resilience, and explore solutions that work for clients across a broad spectrum of risk composure, including our unique approach to blending guaranteed income with low volatility growth.

Combatting volatility – how a blended solution could de-risk your clients’ retirement journeys

This webinar explored the financial markets and our fund positioning, gave an insight into our Smoothed Managed Funds and how they may support clients during periods of uncertainty, the importance of client composure, and introduced our latest blended solution which could de-risk your clients’ retirement journeys through a combination of secure income and smoothed investment. Recorded on and correct as at 28 Feb 2023.

Smoothed Managed Funds quarterly investment update - outlook and opportunities

This webinar features a quarterly investment update by our Chief Investment Officer, Adam Ruddle, who discusses how the LV= Smoothed Managed Funds have performed, and offers our view on current market conditions and our outlook for the coming months.

We are also joined by Senior Business Development Manager Jonathan Kidd, who explores how blending LV=’s Smoothed Managed Funds with other investment solutions can diversify and stabilise a client’s portfolio, offering a less volatile journey tailored to the investors’ composure.