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We're always looking to improve the online services and experiences that we offer to you, we would really appreciate your participation in this short survey to help achieve this. It should take you no longer than 2 minutes to complete.
Bond quote and apply.
Obtain multiple illustrations and apply online for bond products.
Bond Quote and e-Apply offers you a number of benefits:
- It’s far quicker and easier for you and your clients.
- It puts you in control.
- An unlimited number of illustrations are retrievable at the touch of a button.
- All illustrations are saved online for three months (as long as no changes have happened since the date of the original such as a fund no longer available).
- There is no need to re-key personal details for the same client on multiple illustrations or the application.
- Illustrations available by e-mail, fax or post and the post option includes full supporting literature.
- E-Apply speeds up processing and commission payments (as long as all fields are completed accurately).
- Applications include standard anti-money laundering and a section on Trustees and Power of attorney.
- Just print the declaration for the client to sign and post it to Legal & General along with the cheque and any supporting documentation, such as trust documents.
Watch the online tutorials to guide you through the basic screen navigation, together with some useful tips to help you get the most out of the systems:
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Pension quotes
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Contract enquires
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Pension transfer analysis eTVAS
Use this tool for your pension transfer business, download client facing reports and literature.
Technical centre
Tools and calculators
- Pension Annuity inflation demonstrator
- With Profits Annuity inflation demonstrator
- With Profits Annuity income calculator
- Pension salary sacrifice calculator
- Decreasing term - mortgage or business protection
- Business valuation calculator
- Business protection key person calculator
- Business protection premium equalisation calculator
- Income protection maximum benefit calculator
- Business retention calculator
- Direct Debit Collection Calculator
Our online services
- Protection menu quote and apply
- Bond quote and apply
- Pension quote
- Qualifying savings plan quote
- Bond and pension contract enquiries
- International Portfolio Bond enquiries
- Collectives valuations
- Pension transfer analysis: e-TVAS
- New business tracking
- Proposal tracking
- Early Warning System
- Pension Annuity quotes
