Loughborough Amherst School

A Brief Introduction

The Lloyd's Superannuation Fund has been providing secure and reliable retirement plans for over 90 years. Established in 1929 to address the pension needs of male clerks at Lloyd's, the Fund has evolved over the years to encompass a wider range of members and employers. Today, the Fund stands as a testament to our commitment to offering tailored and accessible pension solutions.

Our History and Evolution

From its humble beginnings, the Lloyd's Superannuation Fund has undergone significant transformations. Over the years, we have adapted to changing industry dynamics and pension regulations to offer comprehensive and innovative plans. Today, we manage both defined benefit and defined contribution schemes to cater to the diverse needs of our members and employers.

Our Guiding Principles

At the heart of our operations lie core values that underpin our success and shape our future. We are guided by:

• Sustainability: We prioritize long-term financial security and responsible investments for our members.
• Accessibility: We strive to provide clear and accessible information and services to our members and employers.
• Transparency: We maintain open communication and accountability in all our financial and administrative processes.
• Expertise: Our team of experienced professionals draws on their deep knowledge and industry best practices to deliver tailored solutions.

Our Services

Our comprehensive range of services includes:

• Pension Planning: We work collaboratively with employers and individuals to create tailored retirement plans that align with their unique needs and aspirations.
• Investment Management: We invest member funds responsibly and efficiently, optimizing returns while mitigating risks.
• Employee Communication: We facilitate clear and engaging communication with members through various channels, ensuring transparency and promoting financial literacy.
• Claims Processing: We streamline the claims process, ensuring prompt and efficient payment of benefits to our members.

Our Team and Governance

The Lloyd's Superannuation Fund is governed by a Board of Trustees comprising experienced professionals with diverse backgrounds and expertise in pension management. The Board is supported by a dedicated team of professionals including a Pensions Manager, investment consultants, legal advisors, and experienced administrators.

Conclusion

With a rich history and a commitment to continuous improvement, the Lloyd's Superannuation Fund stands as a trusted partner in retirement planning. We are dedicated to providing our members and employers with the security and peace of mind they deserve in their golden years.