L&G Apply is the recommended way to submit annuity applications.
It’s our new digital application platform for Pension and Fixed Term Annuities – designed to make the process faster and more streamlined.
If you want to get a quote for Lifetime Care Plan please click here.
Apply for an annuity
Why use L&G Apply?
What you’ll need to have to hand
Having these ready makes the journey quicker and helps avoid interruptions.
- Client details (including National Insurance number)
- Bank details
- Pension information
- Quote number
- Client’s date of birth
- You may also need details of the clients GP, beneficiaries and dependants.
You can complete the application on your client’s behalf—just make sure the information is accurate and your client is comfortable with what’s being submitted.
Getting started with L&G Apply
Add all applicable details and follow the guided steps.
Once submitted, your application will be added to your dashboard, and you’ll receive an email notification when funds have been requested.
Not set up on L&G Apply yet?
If you’d like a demo of how to use L&G Apply from your dedicated Business Development Manager please reach out.
Other ways to apply
Online application form
If your firm doesn’t have access to L&G Apply yet, you can still submit applications using our online application form.
Paper application form
You can still submit applications using our downloadable application form.