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Our guides to...
We've got information about estate planning, research websites and Dignity's pre-paid funeral plan.
Tools and calculators.
We’ve got a range of simple tools and calculators to help you with your day-to-day work.
Online services.
We’ve got a range of quote and apply and client-servicing tools. They’re designed to help you place business and manage your clients online.
Literature Library.
Funds A-Z.
We’ve created our Funds A-Z so you can easily source and research the funds you’re looking for.
Technical centre.
Estate planning film
A short film demonstrating the difficulties that can occur when no estate planning has been done and the effect this can have on those left behind.
Pre-paid funeral plan
Funeral planning should be an important part of the financial planning process with your clients aged 50 and over.
The plan is provided by Dignity, one of the UK’s market leading funeral plan providers and Legal & General’s chosen funeral services provider for the Over 50s Funeral Plan.
Our online services and tools
Our tools and calculators support you in your day to day work.
Quote and apply
Protection menu quote and apply
OLP Connect, our online protection menu quote and apply system.
Obtain multiple illustrations and apply online for bond products.
Obtain multiple illustrations for pension products.
Produce an online Pension Annuity or Annuity Plus quote.
Client servicing
OLP Connect, allows you to manage your new business online.
Bond and pension contract enquiries
View valuations / policy details for Legal & General bonds and pensions.
This could help you to save missed protection premiums.
Tools and calculators
We've developed three easy to use pension calculators which help you and you clients plan for the future.
Pension Annuity inflation demonstrator
Our Inflation demonstrator illustrates how different levels of inflation could affect income year on year based on a choice of either; fixed income, 3% increases or increases in line with RPI.
Income protection maximum benefit calculator
This calculator can help you calculate the maximum level of cover your client may be eligible for should they suffer an illness or injury due to incapacity and are unable to work.
Estate planning
It's fair to assume that most people won't want HM Revenue & Customs to take a large proportion of their wealth which they hope one day to pass onto their loved ones.
Your clients need to protect their wealth and ensure their families are provided for when they die.
Industry websites
Financial Services Authority (FSA) website
Keep track of changes to legislation and Retail Distribution Review developments.
Keep up to speed with news from our new regulator.
Overview
