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IMpower Incorporating FundForum
27-28 June 2023
The Grimaldi ForumMonte Carlo, Monaco

Sumit Mehta
Head of Strategy at Legal & General Retirement


Sumit heads Investment Solutions in Legal & General’s Retirement division (AUM: ~£70bn), where he leads portfolio construction, strategic asset allocation and implementation for new tranches of AUM acquired via its market-leading Pension Risk Transfer (buyout) business.

Sumit has led investment strategy on some of the UK’s biggest buyout transactions, such as the Aegon back book acquisition and derisking deals with BA, ICI PF and the Vickers scheme.

Sumit also leads the Quantitative Analytics group, currently focusing on building LGR’s quantitative infrastructure for the long term. Prior to L&G, Sumit worked for 8 years at Royal Bank of Scotland in its fixed income division, where he held responsibility for inflation structuring.

In 2017 he was nominated by the Trade Magazine as one of the "Forty under Forty" Rising stars in the finance industry.

Agenda Sessions

  • Demographics and the battle of Millennial versus Boomer priorities: What happens to savings, investment and retirement in different demographics from aging Japan to those in a youth-driven cashless society?