09 August 2017
This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.
To make the process of requesting individual member pension benefit information smoother we are introducing a standard Legal & General letter of authority (PDF: 3MB) where single requests for individual member information are required.
This will enable us to process requests faster and more efficiently on your behalf by:
When we introduce the new form we will also be extending the default validity period of a letter of authority from six months to twelve months. This will reduce the need for you to resend letters on a regular basis. This will be effective for any forms submitted from today's date only and will not apply to any previous instructions you have sent us.
You can download a copy of the new Legal & General letter of authority (PDF: 3MB) form here. Please use the new form for future requests.
Please read the important information on the form carefully to avoid your request being rejected or information being sent directly to a member. Complete the form in full and ensure it is signed in one of the two boxes in section three of the form. You can attach requests for information when you send it to us.
If you have any questions please speak to your normal Legal & General contact.
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