Treasury & Investment Group

The Treasury & Investments Group operates under the LMA Finance Committee, which is accountable to the LMA Board, and serves as a strategic forum for treasury and investment professionals from managing agents. The group provides a platform for market participants to engage with Lloyd’s, offering informed feedback and constructive challenge on matters that influence treasury operations, investment frameworks and liquidity strategies.

By facilitating collaboration and sharing insights, the group supports the development of efficient, market-aligned solutions that contribute to the financial strength and resilience of the Lloyd’s market.

Third Party Capital Committee and Members’ Agents Committee

The Third Party Capital Committee (TPCC) serves as a central advisory body to both the Members’ Agents Committee and the Third Party Capital Working Group. Its core function is to support strategic dialogue, provide cohesive feedback and coordinate unified responses to formal consultations affecting third-party capital in the Lloyd’s market.

The TPCC acts as a single point of coordination through which all stakeholders, including third-party capital providers, Lloyd’s, members’ agents, the Association of Lloyd’s Members (ALM), High Premium Group (HPG), and their clients, can raise issues or share views on matters impacting external capital. Individual Lloyd’s members should direct concerns to their TPCC representative, who will determine the appropriate route for escalation, including referral to the Members’ Agents Committee or Working Group for resolution.

Reporting to the LMA Board, the TPCC contributes valuable insights on capital-related issues. When relevant, the committee’s Chair may be invited by the LMA CEO to present perspectives directly to the Board.

Tax Group

The LMA Tax Group brings together senior tax professionals from across the Lloyd’s market to address developments affecting syndicates, members, managing agents, and members’ agents. The group plays a pivotal role in shaping a tax environment that supports the market’s global operations while navigating complex and evolving tax landscapes.

Acting as a strategic advisor, the committee provides expert input, advocacy and timely updates to the LMA Finance Committee and other stakeholders. Its work ensures that market participants remain well-informed and prepared to respond to both domestic and international tax challenges.

Market Returns Committee

Established in 2023, the Market Returns Committee provides focused oversight and input on matters related to Lloyd’s regulatory and financial return requirements. Reporting to the LMA Finance Committee, the group serves as a central forum for managing agents to collaborate on improving the efficiency, clarity and consistency of market returns.

The committee plays an important role in shaping how reporting obligations are interpreted, implemented and streamlined across the Lloyd’s market.

Internal Audit Committee

The LMA Internal Audit Committee serves as a dedicated platform for Heads of Internal Audit from across Lloyd’s managing agents. It facilitates knowledge exchange, collaboration and the advancement of internal audit practices tailored to the unique dynamics of the Lloyd’s market.

By promoting consistency, high standards and peer learning, the committee supports the development of effective assurance frameworks that help maintain transparency, accountability and regulatory confidence within the market.

Finance Next Gen Committee

The Finance Next Gen Committee plays a vital role in cultivating the next wave of finance leadership within the Lloyd’s market. Formed under the LMA Committee structure, the group provides a platform for emerging finance professionals to connect, collaborate and contribute to shaping the future of the industry.

Through its focus on diversity, professional development and thought leadership, the committee supports a pipeline of talent ready to address evolving financial challenges and opportunities.

Reporting into the LMA Finance Committee, its work is guided by a set of defined objectives that align with broader market goals.

Finance Committee

The LMA Finance Committee serves as a key advisory body to the LMA Board, focusing on financial matters that affect member firms and the broader Lloyd’s market. Its remit encompasses all areas typically overseen by managing agent CFOs and Finance Directors, including external reporting, performance management, expense analysis, capital planning and investment oversight.

The committee plays a critical role in:

• Reviewing and shaping financial proposals from Lloyd’s and regulatory bodies.
• Producing market-wide guidance on emerging financial issues.
• Acting on behalf of member firms to ensure financial policies reflect operational realities and strategic needs.

In addition to advising the LMA Board on developments in market performance, capital, expenses, Lloyd’s budgeting and member-help funds in trust arrangements, the Finance Committee also oversees several standing groups covering a range of issues relating to tax, actuarial, treasury and investments.