Apply for an annuity
Online Application
Our online application form allows you to submit annuity applications quickly and securely.
Before you start
- The application takes about 15 minutes to complete.
- You cannot save progress, so please have the following ready:
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- Client details (including National Insurance number and GP details if applying for a Pension Annuity)
- Dependant details (if applicable)
- Client’s payment details
- Beneficiary details (if a guaranteed minimum payment period or value protection is chosen)
- Client’s pension details
Important
You do not need to send a paper application – this is completed online only.
At the end, you can request an email copy of what you submitted.
You may complete the application on your client’s behalf, but you are responsible for the accuracy of the information and ensuring your client is aware and comfortable with its contents.
Track My Apps
Track My Apps is a unique and simple online tool that will help you follow the progress of your new business retirement applications from start to finish, in just a few simple clicks.
Choose a product below to start your annuity application
Pension Annuity
Fixed Term Retirement Plan
Cash-Out Retirement Plan
Experience a smarter way to manage annuity applications with L&G Apply - our new digital application portal.
We’re currently rolling out L&G Apply to all advisers. This new system is designed to make the application process faster and more streamlined.
Over time, L&G Apply will replace the existing online application form, so you’ll have a single, improved platform for submitting annuity applications.
For now, you can continue using the current online form but keep an eye out for updates from your BDM as we transition to L&G Apply.
Paper forms are still available if needed, but we strongly recommend applying online. It’s quicker, more secure, and avoids delays.
Why go online?
- Takes about 15 minutes
- No paperwork – everything is digital
- Email copy available for your records
If you can use the online method, please do – it’s the fastest way to process your client’s annuity.
Download your paper application form below:
Pension Annuity Application Form
Cash-Out Retirement Plan Application Form