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Adviser Centre

Customer Testimonials

See how our Lifetime Mortgages have made a difference for some of our customers and their families.

Get a quote

All our annuity products are available on the main adviser quote portals:   Assureweb,   Annuity Exchange,   IRESSTOMAS  and  Webline

Our Lifetime Mortgages online services include a 24/7 KFI portal and apply online.

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Literature and forms.

With our literature library you have access to all our literature and forms. Simply refine your search using the criteria down the left to locate the document you want.

Launch the literature library to view Key Features, Terms and Conditions, Product Summaries and Application Forms for our Flexible Lifetime Mortgages, Cash-Out Retirement Plan, Fixed Term Retirement Plan and Pension Annuity products. 

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Our retirement solutions

We offer a range of retirement solutions to suit your clients' individual circumstances. Our products include Flexible Lifetime Mortgage,  Premier Flexible Lifetime Mortgage, Cash-Out Retirement Plan, Fixed Term Retirement Plan, Pension Annuity and  Enhanced Annuity.    
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Servicing and our review process.

New business process and review for an annuity product

  • Funds and any outstanding information are requested on the day we first receive the application.
  • Where we don't have all that we need to set up a case within 25 days, we chase any outstanding information or funds. We chase again two weeks later and two weeks after that.
  • A final review will be made on day 78, after which we'll pick up the case on receipt of requested items.

Where possible, we process cases through the industry wide 'Options' system, which has helped reduce our average pension fund transfer times.

To speak to us about an annuity product in payment call 01737 375 151. Monday to Friday, 9am to 5pm.

Call charges will vary.  We may record and monitor calls.


Lifetime Mortgages Online Application Process

Our Lifetime Mortgages online application process, Apply Online, allows you to:

  • Create and submit an application from a previously completed KFI document, with no need for a client signature
  • Get a decision in principle from us (subject to valuation) in seconds
  • Automatically instruct the valuation booking
  • Receive automatic updates on the progress of your cases by email; and
  • Receive an offer in days for straightforward cases.

If you have any queries please us on 03330 048444 Monday to Friday 8.30am to 5.30pm. Call charges will vary. We may record and monitor calls.

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Retirement solutions.

A range of retirement products to meet your clients' needs.

OUR PRODUCTS

We offer a range of at and in retirement products which offer different funding solutions to address the individual needs of your clients.

CASE STUDIES AND CUSTOMER VIDEOS

We have a series of case studies that show how our fixed term annuity products can address a variety of income needs in retirement. 

The following case studies look at the Cash-Out Retirement Plan:

Brian IFA Case Study Q51712  PDF: 74KB  

Lisa IFA Case Study Q51714  PDF: 42KB   

The following case study looks at the Fixed Term Retirement Plan

Jonathan IFA Case Study Q51711  PDF: 117KB    

We also have a variety of customer testimonials showing the reasons why customers have chosen to take out a Lifetime Mortgage with us.

Product Literature

With our literature library you have access to all our literature and forms. Simply refine your search using the criteria down the left to locate the document you want.

Launch the literature library to view Key Features, Terms and Conditions, Product Summaries and Application Forms for our Lifetime Mortgages, Cash-Out Retirement Plan, Fixed Term Retirement Plan and Pension Annuity products.  

Fixed Term Retirement Plan Sales aid - death BENEFIT

Our death benefit is a key feature which can protect the income and maturity value for your client's beneficiaries. This sales aid is to help explain the value for your clients.

FTRP Death Benefit Overview Q0055421 (PDF: 38KB)  


Why choose us

The Legal & General Group, established in 1836, is one of the UK’s leading financial services companies. As at 31 December 2016, the total value of assets across the group was £894 billion, including derivative assets. We also had over ten million customers in the UK for our life assurance, pensions, investments and general insurance plans.

Later life lending

Our thought leadership article discusses how some clients may find themselves in a situation where they need to repay an interest only mortgage and want to stay in their home. It also examines the potential solutions that could help.

Later life lending - Interest only mortgage customers Q0055001 (PDF: 538KB)  

Lifetime Mortgages Online Services

Using our online service you can quote and apply for our Lifetime Mortgage, get a decision in principle from us (subject to valuation) in seconds and automatically instruct a valuation. You’ll also receive updates on the progress of your cases by email.

Annuity quotes

You can request quotes for our range of lifetime and fixed term annuity products on the main adviser portals. We always offer our best price, first time and, subject to information provided, return fully guaranteed quotes.