At LGIM, we work closely in partnership with charities and trusts, focusing on their priorities. We offer a dynamic range of bespoke portfolio solutions across all the major asset classes to help our clients balance risk, meet liabilities and achieve diversification.

A positive impact

We believe our emphasis on having a positive impact on wider society makes us a natural fit for charities and trusts. Legal & General aims to help people achieve financial security and invest in the future of society. Across the group, there are numerous initiatives aimed at helping address the UK’s housing crisis and improving the nation’s health. LGIM plays a key part in delivering Legal & General’s social priorities.

Additional services

Our close working relationship with clients means we are able to offer support through additional services. These include transparent reporting, benchmark monitoring and currency hedging, as well as trustee education. We appreciate that our clients are often exposed to greater scrutiny, and believe our size, heritage and robust approach to corporate governance and responsible investing helps trustees to feel confident in the investment decisions we make on their behalf.

 

 

Responsible investing

Our new site for responsible investing hosts a range of educational and thought-provoking articles, blogs and videos as well as helpful information on our latest stewardship activity.

Sea Turtle

Fund centre

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Access our fund fact sheets, fund prices, performance, charges and documents.

Falling blocks

LGIM Blog

Our latest views on markets, investment strategy and long-term themes.

Meet our team

Nancy Kilpatrick

Head of Charities
Richard Lubbock

Richard Lubbock

Senior Client Manager
Holly Hopwood

Holly Hopwood

Client Manager
Kevin McKenna

Kevin McKenna

Client Relationship Executive

Awards

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Contact us

Get in touch

If you are a charity and would like to contact us please call
+44 (0) 20 3124 3535
or email on the link below.

Key risks

The value of an investment and any income taken from it is not guaranteed and can go down as well as up,
you may not get back the amount you originally invested.