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3. Fixed term annuities
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Fixed term annuities

For our Fixed Term and Cash-Out Retirement Plans

Step 1 of 5

About your client

* Required

Please choose the product your client is applying for *

To process your client's application you need to have received a guaranteed quote. You can’t apply with a verbal quote.

Please provide below the guaranteed quote reference number(s) your client wishes to accept. We are unable to process your client's application without this information.

 

This application is for the benefits and terms chosen in the quote number(s) listed above.

The rate used in your client's quote is guaranteed for a limited period. For this rate to apply, we must receive the completed application and the money from your client's pension pot(s) before the date shown in the quote. If we receive the application or the money after this date, the rates available at the time will apply.

We will not accept this application if:

  1. It’s for anything other than a Fixed Term Retirement Plan.
  2. It’s in respect of an undischarged bankruptcy or where the pension has been vested in a Trustee in Bankruptcy.
  3. The pension benefits being used to buy this product are coming from an Open Market Option, death benefits or post retirement divorce settlement (Disqualifying Pension Credit). We can accept benefits arising from pre-retirement divorce settlements (Non-Disqualifying Pension Credit).
  4. The pension benefits being used to buy this plan relate to a Defined Benefit/Final Salary, Guaranteed Minimum Pension or Guaranteed Annuity Rate transfer, valued at greater than £30,000 and your client has not received advice.
  5. It's in respect of a partial transfer from a drawdown arrangement.
  6. Your client is currently living overseas.

This application is for the benefits and terms chosen in the quote number(s) listed above.

The rate used in your client's quote is guaranteed for a limited period. For this rate to apply, we must receive the completed application and the money from your client's pension pot(s) before the date shown in the quote. If we receive the application or the money after this date, the rates available at the time will apply.

We will not accept this application if:

  1. It’s for anything other than a Cash-Out Retirement Plan.
  2. It’s in respect of an undischarged bankruptcy or where the pension has been vested in a Trustee in Bankruptcy.
  3. The pension benefits being used to buy this product are coming from an Open Market Option, death benefits or post retirement divorce settlement (Disqualifying Pension Credit). We can accept benefits arising from pre-retirement divorce settlements (Non-Disqualifying Pension Credit).
  4. The pension benefits being used to buy this plan relate to a Defined Benefit/Final Salary, Guaranteed Minimum Pension or Guaranteed Annuity Rate transfer, valued at greater than £30,000 and your client has not received advice.
  5. It's in respect of a partial transfer from a drawdown arrangement.
  6. Your client is currently living overseas.
Before continuing *

Notes for you about this application

You should ensure that your client reads and understands the Key Features PDF: 2345KB and the Terms and Conditions PDF: 1269KB of this Fixed Term Retirement Plan before they buy. 

If the application takes longer than six months to complete, we’ll require a new declaration to be completed confirming the information previously provided is still valid. We will not complete the application until the new declaration is received.

Personal information

Your client's personal information provided in this application will be shared with fraud prevention agencies to prevent fraud and money-laundering and to verify your client's identity. If fraud is detected, they could be refused certain services, finance, or employment. Further details of how your client's information will be used by us and these fraud prevention agencies, and their data protection rights, can be found on legalandgeneral.com/cifas.

Proof of identity

Confirming your client's identity – to protect them and us from financial crime, we may need to confirm their identity from time to time.

We may do this by using reference agencies to search sources of information about them (an identity search). This will not affect their credit rating. If this identity search fails, we may ask them for documents to confirm their identity.

We may need a copy of the deed poll if your client has changed their name by this means.

For taxation purposes please enclose

P45 for this tax year, if applicable (without this, a temporary tax code, which is confirmed by HM Revenue & Customs (HMRC), will be applied to your client payments until we receive confirmation of their correct code). The P45 will not be returned to them. If we make payments before receiving confirmation of their tax code, and later learn that they have paid too much tax, they will return the overpaid tax to them by adjusting their next income payment.

What needs to be signed and dated

You will be signing this application form on behalf of your client. We will not require a wet signature.

Information you should note

You must have a permanent National Insurance number for your client.

Changes to their details

If any of their details change after you have sent this application to us, please contact us immediately to let us know.

 

Notes for you about this application

You should ensure that your client reads and understands the Key Features PDF: 2345KB and the Terms and Conditions PDF: 1320KB of this Cash-Out Retirement Plan before they buy. 

If the application takes longer than six months to complete, we’ll require a new declaration to be completed confirming the information previously provided is still valid. We will not complete the application until the new declaration is received.

Personal information

Your client's personal information provided in this application will be shared with fraud prevention agencies to prevent fraud and money-laundering and to verify your client's identity. If fraud is detected, they could be refused certain services, finance, or employment. Further details of how your client's information will be used by us and these fraud prevention agencies, and their data protection rights, can be found on legalandgeneral.com/cifas.

Proof of identity

Confirming your client's identity – to protect them and us from financial crime, we may need to confirm their identity from time to time.

We may do this by using reference agencies to search sources of information about them (an identity search). This will not affect their credit rating. If this identity search fails, we may ask them for documents to confirm their identity.

We may need a copy of the deed poll if your client has changed their name by this means.

For taxation purposes please enclose

P45 for this tax year, if applicable (without this, a temporary tax code, which is confirmed by HM Revenue & Customs (HMRC), will be applied to your client payments until we receive confirmation of their correct code). The P45 will not be returned to them. If we make payments before receiving confirmation of their tax code, and later learn that they have paid too much tax, they will return the overpaid tax to them by adjusting their next income payment.

What needs to be signed and dated

You will be signing this application form on behalf of your clients. We will not require a wet signature.

Information you should note

You must have a permanent National Insurance number for your client.

Changes to their details

If any of their details change after you have sent this application to us, please contact us immediately to let us know.

 

I've read and explained these notes to my client. My client has consented to me completing this application form on their behalf and confirmed the accuracy of the information provided by me in this application form. *

About your client

Gender *
Does your client wish to provide a pension to a spouse, registered civil partner or dependant on their death? *

About your client's spouse, registered civil partner or dependant

Only complete this section if your client has chosen an income for their dependant (shown as ‘Joint Life’ on the quote).

If your client also wishes for this person to receive any continuing payments from a guaranteed minimum payment period, please repeat their details in the 'Payment details' section next.

 

For example, husband, wife or partner.

If your client has chosen benefits for their dependant, the recipient of these payments must not be a child and must be financially dependent on or interdependent with them, or their spouse, or civil partner at the time of their death. Any nomination they make in this regard will be binding on us. If the person they have chosen dies before them there will be no dependant’s benefits.

Payment details

Please give details of where your client's income and any tax-free cash is to be paid. Any tax due will normally be deducted before they receive each payment. All payments will be made to them in British Pounds Sterling. Any conversion to another currency will be at their expense.

* Required

Your client must be either the sole or joint account holder.
Has your client selected guaranteed minimum payment period? *

Guaranteed minimum payment period

You can tell us below who your client wishes to nominate for any continuing payments from a guaranteed minimum payment period. Your client's beneficiary will be chosen by us but we’ll always take into account any nomination they make.

Please make your client aware that they can change their nomination at any time by contacting us.

My client wishes for any payments due within the guaranteed minimum payment period following their death to be paid to:

Nomination one

The total across all nominees must equal 100%.
For example wife, partner or father.
Would your client like to add another beneficiary? *

Nomination two

The total across all nominees must equal 100%.
For example wife, partner or father.
Would your client like to add another beneficiary? *

Nomination three

The total across all nominees must equal 100%.
For example wife, partner or father.

 

Please note: Any nomination your client makes is not binding on us. The recipient will be chosen at our discretion but we will consider your client’s nomination carefully.

Please note: By completing this application form on your client’s behalf, your client agrees to make a broad nomination of any beneficiary chosen by Legal & General following their death. This broad nomination is in addition to the specific nominations above and provides Legal & General with greater flexibility to make drawdown available to beneficiaries. This will not mean that Legal & General disregard the nominations made by your client and your client will remain entitled to change or update their chosen beneficiaries at any time.

Tax legislation places certain restrictions on how we make benefit payments to beneficiaries. In order for Legal & General to offer beneficiaries the opportunity to drawdown their benefits, they must fall within the definition of a “nominee” under the relevant tax legislation. A “nominee” must have either been nominated by your client or selected by Legal & General in circumstances where your client has no dependants or nominated beneficiaries remaining in relation to the payments.

Without a broad nomination, this could lead to problems in the future where, for instance, your client nominates their spouse but they subsequently divorce and your client pre-deceases their ex-spouse. We may use our discretion to make payments under the guaranteed minimum payment period to your client’s adult children but we would have to do this by way of lump sum payments rather than offering drawdown.

Your client's pensions

Please give details of each of your client's transferring pension scheme(s) including any Legal & General schemes.

* Required

Scheme one

Are the funds already in drawdown? * If the funds are in drawdown, we can only accept a full transfer.
As you said the funds are in drawdown, we can only accept a full transfer. *
Is this a full or partial transfer? *
Does your client want to take a tax-free cash sum? *

Please note

We will normally pay any tax-free cash due. Your client's current provider can only pay tax-free cash to them if their existing plan is in drawdown or has been designated for drawdown.

 

Is the maximum tax-free cash required (normally 25% of the fund value)? *
Would your client like to add another scheme? *

Scheme two

Are the funds already in drawdown? * If the funds are in drawdown, we can only accept a full transfer.
As you said the funds are in drawdown, we can only accept a full transfer. *
Is this a full or partial transfer? *
Does your client want to take a tax-free cash sum? *

Please note

We will normally pay any tax-free cash due. Your client's current provider can only pay tax-free cash to them if their existing plan is in drawdown or has been designated for drawdown.

Is the maximum tax-free cash required (normally 25% of the fund value)? *
Would your client like to add another scheme? *

Scheme three

Are the funds already in drawdown? If the funds are in drawdown, we can only accept a full transfer.
As you said the funds are in drawdown, we can only accept a full transfer. *
Is this a full or partial transfer? *
Does your client want to take a tax-free cash sum? *

Please note

We will normally pay any tax-free cash due. Your client's current provider can only pay tax-free cash to them if their existing plan is in drawdown or has been designated for drawdown.

 

Is the maximum tax-free cash required (normally 25% of the fund value)? *
Would your client like to add another scheme? *

Scheme four

Are the funds already in drawdown? * If the funds are in drawdown, we can only accept a full transfer.
As you said the funds are in drawdown, we can only accept a full transfer. *
Is this a full or partial transfer? *
Does your client want to take a tax-free cash sum? *

Please note

We will normally pay any tax-free cash due. Your client's current provider can only pay tax-free cash to them if their existing plan is in drawdown or has been designated for drawdown.

 

Is the maximum tax-free cash required (normally 25% of the fund value)? *
Would your client like to add another scheme? *

Scheme five

Are the funds already in drawdown? * If the funds are in drawdown, we can only accept a full transfer.
As you said the funds are in drawdown, we can only accept a full transfer. *
Is this a full or partial transfer? *
Does your client want to take a tax-free cash sum? *

Please note

We will normally pay any tax-free cash due. Your client's current provider can only pay tax-free cash to them if their existing plan is in drawdown or has been designated for drawdown.

 

Is the maximum tax-free cash required (normally 25% of the fund value)? *

Lump Sum Allowances

Understanding the rules around the Lump Sum Allowance and the Lump Sum and Death Benefit Allowance is important because if you provide incorrect or incomplete information on your client's behalf they may become liable to a tax charge.

The Lump Sum Allowances covers:

  • any tax-free lump sums taken before 6 April 2024
  • any tax-free lump sums they have already taken since 6 April 2024
  • the tax-free part of any UFPLS taken since 6 April 2024
  • any tax-free cash that they are about to take.

The Lump Sum and Death Benefit Allowance covers the above items and also includes serious ill-health lump sums taken since 6 April 2024.

 

Is your client about to take a tax-free cash sum that takes them over the current standard Lump Sum Allowance of £268,275? *
Is your client about to take a tax-free cash sum that takes them over the current standard Lump Sum and Death Benefit Allowance of £1,073,100? *
Do they have any protection in place against the Lump Sum Allowance or Lump Sum and Death Benefit Allowance? * If your client doesn't have any protection in place. Please call us on 0345 071 0040. Monday to Friday 9am - 5pm.

As you've selected Yes to the above question.

Once you have submitted this application on your client's behalf. Please attach a copy of your client's protection certificate at the end of this application in the 'Any documents to upload'.

Declaration

As an adviser, you are responsible for ensuring your client has been made aware, understands and agrees to the important information below before the application is completed. You must agree to this declaration and provide consent on behalf of your client to continue with their application. Please remember that it is a serious offence to make false statements; the penalties are severe and could lead to prosecution.

* Required

Scheme membership

My client applies to become a member of Legal & General Retirement Pension Scheme (the ‘Scheme’).

My client agrees to be bound by the Rules of the Scheme and the terms and conditions of the Fixed Term Retirement Plan. They acknowledge and agree that Legal & General has not provided and will not provide them with financial advice concerning the suitability of joining the Scheme.

My client confirms that they have been provided with copies of the Terms and Conditions PDF: 1269KB and Key Features PDF: 2345KB for the Fixed Term Retirement Plan.

Applies to all applicants (who on joining the Scheme become Scheme Members)

My client confirms that:

  • They do not currently intend, as a result of receiving a cash lump sum from this arrangement, to significantly increase contributions to one or more Registered Pension Schemes by an amount equal to more than 30% of my lump sum. (This is known as ‘recycling'). If they do recycle their cash lump sum then they will inform Legal & General within 30 days as required by HMRC’s regulations.
  • The information which has been given on their behalf and declarations they have made in this application are, to the best of their knowledge and belief, correct and complete. They also agree this will form the basis of their application.
  • They agree that their chosen quote and the information contained in this application will be used to determine the benefits paid and if any of the information is found to be incorrect their benefits may be adjusted accordingly.
    My client agrees to comply with the rules of the Scheme.
  • My client has read guidance from the Financial Conduct Authority or the Pensions Regulator on the risks and warning signs of pension scams before making this application.

Applies to applicants who wish to transfer the value of benefits from another pension scheme

Applies to the previous scheme trustee/administrator

  • My client authorises and instructs you to transfer funds from the plan(s) as listed in this application directly to Legal & General, and to provide any instruction and/or discharge required by any relevant third party to do so. Where you have asked them to give you any original policy document(s) in return for the transfer of funds and they are unable to do so. They promise that they will be responsible for any losses and/or expenses which are the result, and which a reasonable person would consider to be the probable result, of any untrue, misleading or inaccurate information deliberately or carelessly given by them, or on their behalf, either in this form or with respect to benefits from the plan.
  • My client authorises you to release all necessary information to Legal & General to enable the transfer of funds to Legal & General.
  • My client authorises you to obtain from and release to the financial adviser named in this application any additional information that may be required to enable the transfer of funds.
  • If an employer is paying contributions to any of the plans as listed in this application. My client authorises you to release to that employer any relevant information in connection with the transfer of funds from the relevant plan(s).
  • My client agrees that until this application is accepted and complete, Legal & General’s responsibility is limited to the return of the total payment(s) to the previous scheme.
  • When payment is made to Legal & General as instructed, this means that they shall no longer be entitled to receive pension benefits from the whole of the plan(s) listed in this application where the whole of the plan(s) is transferring, or that part of the plan(s) represented by the payment(s) if only part of the plan(s) is transferring.

Applies to the previous scheme trustees/administrator and Legal & General

My client confirms that they or their adviser on their behalf have provided only true and accurate information on their behalf in applying for this transfer. They understand that their current provider and Legal & General cannot accept responsibility, and are not liable, for any losses resulting from untrue, incorrect or misleading information that they have provided or that their adviser provided on their behalf, or from any failure on my part to comply with any aspect of this application.

Applies to Legal & General

My client understands that:

  • They will be subject to the money purchase annual allowance (MPAA) from the date of their first flexi-access payment, or
  • They are already subject to the MPAA.

My client authorises and requests Legal & General to contact the trustees or administrator of my previous scheme and to obtain on their behalf the necessary information concerning their pension benefits.

My client authorises Legal & General to accept the transfer payment and understand that on receipt of the transfer payment, Legal & General will apply this sum to their Fixed Term Retirement Plan and that on acceptance of the transfer payment by Legal & General, the liability of the trustees or administrators of the previous scheme to provide benefits ceases.

My client understands that the banking of the transfer payment by Legal & General does not constitute acceptance by Legal & General of the transfer payment. The transfer payment will only be accepted once Legal & General has received all the necessary information from the trustees or administrator of their pension scheme.

Cancellation rights

Your client has 30 days from the date they receive our confirmation their policy has started to change their mind. Please refer to the Key Features document for further information.

Marketing consent

Here at Legal & General we take your client's privacy seriously; this is why we never share our customers' personal details with anyone else for their own marketing purposes. However, from time to time we would like to contact your client with news, useful information and exclusive offers on our products and services. If they'd like to be kept up to date, please let us know how they would like to hear from us:

Scheme membership

I apply to become a member of Legal & General Retirement Pension Scheme (the ‘Scheme’).

I agree to be bound by the Rules of the Scheme and the terms and conditions of the Cash-Out Retirement Plan. I acknowledge and agree that Legal & General has not provided and will not provide me with financial advice concerning the suitability of joining the Scheme.

I confirm that I have been provided with copies of the Terms and Conditions PDF: 1320KB and Key Features PDF: 2345KB for the Cash-Out Retirement Plan.

Applies to all applicants (who on joining the Scheme become Scheme Members)

I confirm that:

  • I do not currently intend, as a result of receiving a cash lump sum from this arrangement, to significantly increase contributions to one or more Registered Pension Schemes by an amount equal to more than 30% of my lump sum. (This is known as ‘recycling’ – please see section PTM133800 of HM Revenue & Customs’ Pension Tax Manual online for more information.) If I do recycle my cash lump sum then I will inform Legal & General within 30 days as required by HMRC’s regulations.
  • The information I have given and declarations I have made in this application are, to the best of my knowledge and belief, correct and complete. I also agree this will form the basis of my application.
  • I agree that my chosen quote and the information contained in this application will be used to determine the benefits paid and if any of the information is found to be incorrect my benefits may be adjusted accordingly.
    I agree to comply with the rules of the Scheme.
  • I have read guidance from the Financial Conduct Authority or the Pensions Regulator on the risks and warning signs of pension scams before making this application.

Applies to applicants who wish to transfer the value of benefits from another pension scheme

Applies to the previous scheme trustee/administrator

  • I authorise and instruct you to transfer funds from the plan(s) as listed directly to Legal & General, and to provide any instruction and/or discharge required by any relevant third party to do so. Where you have asked me to give you any original policy document(s) in return for the transfer of funds and I am unable to do so, I promise that I will be responsible for any losses and/or expenses which are the result, and which a reasonable person would consider to be the probable result, of any untrue, misleading or inaccurate information deliberately or carelessly given by me, or on my behalf, either in this form or with respect to benefits from the plan.
  • I authorise you to release all necessary information to Legal & General to enable the transfer of funds to Legal & General.
  • I authorise you to obtain from and release to the financial adviser named in this application any additional information that may be required to enable the transfer of funds.
  • If an employer is paying contributions to any of the plans as listed in this application, I authorise you to release to that employer any relevant information in connection with the transfer of funds from the relevant plan(s).
    Until this application is accepted and complete, Legal & General’s responsibility is limited to the return of the total payment(s) to the previous scheme.
  • When payment is made to Legal & General as instructed, this means I shall no longer be entitled to receive pension benefits from the whole of the plan(s) listed in this application where the whole of the plan(s) is transferring, or that part of the plan(s) represented by the payment(s) if only part of the plan(s) is transferring.

Applies to the previous scheme trustees/administrator and Legal & General

I confirm that I have provided only true and accurate information in applying for this transfer. I understand that my current provider and Legal & General cannot accept responsibility, and are not liable, for any losses resulting from untrue, incorrect or misleading information that I provide, or from any failure on my part to comply with any aspect of this application.

Applies to Legal & General

I understand that:

  • I will be subject to the money purchase annual allowance (MPAA) from the date of my first flexi-access payment, or
  • I am already subject to the MPAA.

I authorise and request Legal & General to contact the trustees or administrator of my previous scheme and to obtain on my behalf the necessary information concerning my pension benefits.

I authorise Legal & General to accept the transfer payment and understand that on receipt of the transfer payment, Legal & General will apply this sum to my Cash-Out Retirement Plan and that on acceptance of the transfer payment by Legal & General, the liability of the trustees or administrators of the previous scheme to provide benefits ceases.

I understand that the banking of the transfer payment by Legal & General does not constitute acceptance by Legal & General of the transfer payment. The transfer payment will only be accepted once Legal & General has received all the necessary information from the trustees or administrator of my previous scheme.

Cancellation rights

You have 30 days from the date you receive our confirmation your policy has started to change your mind.

Marketing consent

Here at Legal & General we take your privacy seriously; this is why we never share your personal details with anyone else for their own marketing purposes. However, from time to time we would like to contact you with news, useful information and exclusive offers on our products and services. If you’d like to be kept up to date, please let us know how you would like to hear from us:

If now or at any time in the future your client wishes to withdraw their consent (including any consent that may have previously been given on their behalf), they may contact us as directed in our privacy notice.

*for example; via our own systems such as My Account, social media platforms and third-party websites such as YouTube.

 

Data protection

Protecting your client's personal information is extremely important to us.

Please make sure your client has read our privacy notice, which they can find online.

If they are unable to access our privacy notice online, or if they would prefer a paper copy, please contact us.

By agreeing to this application form on behalf of your client they agree to the use of their personal information as set out in the privacy notice.

My client agrees to the terms set out above and the use of their information as described in the privacy notice.

Adviser Charge Declaration

If your client has asked Legal & General to arrange payment of an adviser charge, details of this charge will be shown in their quote. By agreeing to this application, your client instructs Legal & General to:

  • Deduct that adviser charge in accordance with their quote; and
  • Pay it to their financial adviser’s firm as shown in the ‘Financial Adviser/Intermediary’ section of this application.

Once the Fixed Term Retirement Plan has been set up and the cancellation period has passed, they cannot change or cancel the adviser charge. For more information on adviser charges, please read the section ‘Will you make any payments to my financial adviser or intermediary?’ in the Key Features.

My client confirms that any adviser charge arranged on their behalf by Legal & General on the initial set up of this Plan:

  • Is wholly connected to the purchase of this Fixed Term Retirement Plan; and
  • Is appropriate to the advice and services their adviser provided in
    relation to this Fixed Term Retirement Plan purchase.

If this is not the case, then some, or all, of the adviser charge and any tax-free cash sum may become liable to tax charge, that they may be responsible for.

My client agrees to the terms set out in the ‘Declaration’ and the use of their information as described in the privacy notice.

Data protection

Protecting your client's personal information is extremely important to us.

Please make sure your client has read our privacy notice, which they can find online.

If they are unable to access our privacy notice online, or if they would prefer a paper copy, please contact us.

By agreeing to this application form on behalf of your client they agree to the use of their personal information as set out in the privacy notice.

My client agrees to the terms set out above and the use of their information as described in the privacy notice.

Adviser Charge Declaration

If your client has asked Legal & General to arrange payment of an adviser charge, details of this charge will be shown in their quote. By agreeing to this application, your client instructs Legal & General to:

  • Deduct that adviser charge in accordance with their quote; and
  • Pay it to their financial adviser’s firm as shown in the ‘Financial Adviser/Intermediary’ section of this application.

Once the Cash-Out Retirement Plan has been set up and the cancellation period has passed, they cannot change or cancel the adviser charge. For more information on adviser charges, please read the section ‘Will you make any payments to my financial adviser or intermediary?’ in the Key Features.

My client confirms that any adviser charge arranged on their behalf by Legal & General on the initial set up of this Plan:

  • Is wholly connected to the purchase of this Cash-Out Retirement Plan; and
  • Is appropriate to the advice and services their adviser provided in
    relation to this Cash-Out Retirement Plan purchase.

If this is not the case, then some, or all, of the adviser charge and any tax-free cash sum may become liable to tax charge, that they may be responsible for.

My client agrees to the terms set out in the ‘Declaration’ and the use of their information as described in the privacy notice.

 

Declaration signatures

We recommend that your client reads the Key Features document and Terms and Conditions before they apply.

 

Member declaration signature *

About you

We finally need information about you in your capacity as an adviser.

* Required

To meet the Financial Conduct Authority (FCA) regulatory reporting requirements, Legal & General must record whether advice was given to your client regarding the sale of this product *

Adviser declaration

The applicant is applying on their own behalf and not as a nominee, trustee or in a fiduciary capacity for any other person. I can confirm that any transfer is from a UK Registered Pension Scheme. Please process any transfer under the following details:

 

Please email agency.admin@landg.com or call 03709 005 010 if you don't know your Legal & General agency number.

DB to DC Transfers

Does this application relate to a Defined Benefit/Final Salary or GMP transfer into the Legal & General Retirement Pension Scheme for Immediate Vesting? *
Is the value of the gross transfer value greater than £30,000? * For Defined Benefit/Final Salary or GMP transfers valued at greater than £30,000, it is a regulatory requirement for full advice or a personal recommendation to be given by a financial adviser with the required permissions.
Was the advice for the customer to proceed with the transfer? * We will only accept the transfer if the advice/recommendation was for it to proceed.

Your details

Declaration

As the agent who is submitting this application, if the product is a transfer to Legal & General Retirement Pension Scheme, I hereby instruct Legal & General to record this pension transfer under my firm’s agency details as stated above.

 

Adviser declaration *

Important information

As the financial adviser/intermediary it is your responsibility to forward the quote, Key Features and Terms and Conditions to your client. You must also provide your client with the appropriate risk warnings in accordance with FCA COBS 19.7.

Please make sure you contact the originating scheme to notify them that the fund is going to buy an annuity with us. This also applies if the fund to buy the annuity originates from a Legal & General plan. You will need to contact the appropriate claims area.

 

I've confirmed that I agree to the important information above. *
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