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Legal & General Group (LGEN) investor relations material
Legal & General Group Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary23 Oct, 2025
Strategic Priorities and Focus
Executing a strategy centered on sustainable growth, operational improvements, and cost efficiencies, with a focus on building a simpler, better-connected group and reducing non-core assets, including the sale of the U.S. protection business.
On track to deliver three-year group targets, including returning over £5 billion to shareholders via dividends and buybacks.
No plans for large M&A outside core strengths; focus remains on organic growth and leveraging existing capabilities, with small bolt-on acquisitions possible.
Business Performance and Market Position
Institutional Retirement delivered strong volumes, exceeding last year, with a 25% UK market share and over £10 billion written in 2024.
Leading UK DC manager with £205 billion in DC investments and over £300 billion in UK retail wealth, managing the largest UK commercial master trust.
Asset management achieved £29 million in annualized net new revenue, with private market AUM at £71 billion and rising revenue margins.
Retail annuities and Workplace DC assets are expected to drive long-term profitability, with Retail annuities to replace PRT over time.
Growth Opportunities and Financial Targets
UK retirement assets forecast to grow from £3.5 trillion to £5.5 trillion by 2034, with DC AUM targeted to double to £400 billion and Workplace DC assets projected to reach £1.5 trillion.
Retail operating profit targeted to grow 4–6% per annum to 2028, with Workplace DC and Asset Management profits projected to triple and fee-based earnings to rise from under 15% to around 40% of total Retail and related Asset Management profit by 2034.
Workplace net flows of £5 billion YTD, with a target of £40-50 billion for 2024-2028, 99% scheme retention, and 35 new schemes won in 2024.
Detail the strategy for Retail's fee-based profit shift.
Explain drivers of Workplace DC margin doubling.
What enables Retail to replace PRT for annuity growth?
Workplace profit triple by 2028: key drivers?
Microsoft AI collaboration: expected impact?
Retail annuity market growth: L&G's capture?
Workplace profit growth drivers by 2028?
Quantify AI's impact on cost savings and customer value?
What drives the shift to 40% fee-based earnings by 2034?
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Next Legal & General Group earnings date
H2 202511 Mar, 2026
Next Legal & General Group earnings date
H2 202511 Mar, 2026
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Frequently asked questions
Legal & General Group Plc provides insurance, investment management, and retirement solutions. The company serves individual and institutional clients with products including life insurance, pensions, annuities, and asset management services. It operates primarily in the UK and selected international markets. The company is headquartered in London, United Kingdom, and its shares are listed on the LSE.
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