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Asset management update

We're delighted to announce our plans to appoint BlackRock as our new primary asset manager for the investment management of our Smoothed Managed Funds and legacy back book. 

This decision follows a thorough, comprehensive and strictly governed retender, and is subject to regulatory process.

Katherine Carnegie

Why BlackRock?

Hear from Katherine Carnegie, our Managing Director of Protection, Savings and Retirement, on why we’re excited to invite BlackRock to bring their expertise to LV= to enhance our investment management franchise and strengthen future performance prospects for members and customers.

“This partnership will enable us to benefit from the deep investment expertise across BlackRock, supporting LV’s goal to deliver good outcomes for existing members and customers, developing future growth opportunities and building on the success of the Smoothed Managed Fund range.” 

Katherine Carnegie | Managing Director, LV= Protection, Savings and Retirement

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Your questions answered

Here you can keep up to date, and find everything you need to know about our new primary asset management partnership and what it means for your clients.

What's changing?

Who is impacted by the changes?

Why are you doing this?

How often do you conduct a strategic review of your asset manager?

What factors did you consider when selecting BlackRock?

Will there be any change to the investment strategy or risk profile of the funds?

When are the changes happening?

Why is now the right time to change asset manager?

Will there be any changes to the smoothing mechanism applied to the Smoothed Managed Funds?

Will there be a change to the price of the funds?

Will there be any impact to your mutual bonus structure and eligibility?

How will you minimise disruption during the transition period?

Do you need the approval of your members to make this change?

How can LV= members have confidence that this change is in their best interests?

Who are BlackRock?

Contact Phone

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0800 678 1890

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