As one of the biggest financial services companies in the UK, we have an highly efficient team to ensure the smooth running of our Retail Annuities business.
Our distribution team specialise in helping you to grow your business through our range of retirement solutions. Keep reading to find out a little bit about who we are.
David has over 10 years’ experience in account management and joined Retail Annuities in 2018.
As a Telephone Business Development Manager, David is building strong relationships with his advisers to help them get the most from our range of retirement solutions.
Telephone: 02920 432080
Kate has worked in Retail Annuities at Legal & General for 18 years.
During this time she has been involved with some major changes including simplification, RDR and pension freedoms.
In her role as a Senior Telephone Business Development Manager, she helps support advisers and clients on their retirement journey.
You can reach Kate, Monday to Thursday.
Telephone: 02920 432662
Ben has worked for Retail Annuities for seven years.
As a Telephone Business Development Manager he'll be working with advisers to demonstrate where our retirement income solutions can fit and how they can be used to suit a variety of client needs.
Telephone: 02920 355395
James has worked in financial services since 2018, specialising mainly in retirement income and investments. He joined the Telephone Business Development Management team in February 2022.
He is currently working towards completing his Financial Planning Diploma with the CII and has also completed qualifications with CISI.
Coming from a customer service and sales background, he understands the importance of building strong business relationships and ensuring that advisers feel as though they are in safe hands.
Telephone: 02920 432659
Dan has worked in Retail Annuities at Legal & General for six years.
He joined the Telephone Business Development Management team in February 2022.
His aim as an Account Manager is to build strong and lasting relationships with advisers to ensure they get the most out of Legal & General's retirement solutions.
Telephone: 02920 432230
Simon has over five years experience in Retail Annuities, having started with the Customer Direct team in 2017 before joining the Sales Team in 2020 where he was part of the newly formed Broker Support Service.
Becoming the Broker Support Team Leader in January 2023. Simon's focus is on continuing to improve the broker journey in obtaining quotes and supporting you to get the most of our wide range of Retirement Solutions.
Telephone: 0345 071 0040
Basil Anderson DipPFS, Dip CII
Basil Anderson DipPFS, Dip CII
Basil joined Legal & General in September 2018 from ARAG plc, a legal expenses insurance specialist where he managed the company’s key insurer relationships.
He previously worked for Allianz as a Partnership Development Manager creating new corporate partner relationships with banks, building societies, large retailers and vehicle manufacturers.
Basil works with our key accounts in the South West of England, helping them to grow their business through our range of retirement solutions.
Telephone: 07393 753622
Ian Ferguson DipPFS
Ian Ferguson DipPFS
Ian started at Legal & General in March 2019 and joined us from LV= where he was responsible for distributing their pre and post retirement propositions including fixed term annuities (FTA) to a panel of advisers across the Midlands, including some of the major pension and annuity distributors.
He previously worked at AIG promoting and distributing ‘Guaranteed Drawdown’ to intermediaries in the Midlands area. Ian has attained the Pensions Transfer qualification, AF7.
Ian works with our key accounts in Central, helping them to grow their business through our range of retirement solutions.
Phone: 07384 901033
Tom started at Legal & General in January 2021 and joined us from Old Mutual, a specialist platform business where he was responsible for distributing their investment proposition to advisers.
Tom previously worked at MetLife, with distribution responsibilities for their pre and post retirement propositions including unit linked guaranteed drawdown and fixed term annuities.
Tom works with our key accounts in the north of England, Scotland and Northern Ireland helping them to grow their business through our range of retirement solutions.
Telephone: 07385 411473
Cecilia leads a team with a shared mission to broaden Legal & General’s distribution reach, support intermediaries and develop our annuity partnership opportunities in the market. The team build partnerships and consultative relationships with advisers and firms; helping to grow their businesses, as well as delivering value for their clients.
Cecilia’s career stretches over 20 years in financial services, during which time she has held key roles at various providers.
She joined Legal & General in 2018 as Head of Strategic Partnerships and then Distribution Director for Retail Annuities in 2023.
Cecilia is a member of the Personal Finance Society and has a postgraduate Diploma in Financial Planning.
Sarah has worked in the insurance industry for 23 years and has experience in life insurance, pensions and general insurance.
Sarah offers a bespoke service to her panel of advisers with support and guidance. Sarah likes to understand what is important to her advisers and their clients and then explains how a layered approach may assist in their retirement journey.
Telephone: 02920 432135
Andrew joined Legal & General in July 2019 initially as Distribution Oversight Manager and with effect from July 2023 as Relationship Manager in the Distribution team, responsible for our national specialist accounts.
He has a wealth of experience and expertise which he has accumulated over his 30+ years in Financial Services and has a strong background in relationship and stakeholder management.
Telephone: 07909 004408
Jenna has worked for Legal & General for 20 years. She previously worked in our endowments and pensions departments, before moving across to Retail Annuities in 2009.
She provides sales support to our account managers, customers and distributors. She is the ‘go-to’ person if you require any help with adviser portals.
Darsh Williams joined Legal & General in July 2023 as Strategic Partnership Director.
Darsh has over 15 years’ experience in the Guaranteed Income industry, where she’s had key roles in; Sales, Operations and Product Technical.
Darsh works with existing and new Intermediary strategic partners; helping to develop distribution opportunities with our range of guaranteed retirement solutions, whilst providing confidence and certainty for clients.
Darsh’s aim is to help ensure that clients remain at the heart of what we do. Darsh believes in a holistic consultative approach to review how Annuities can be used as an essential underpin for income needs in retirement.
Tel: 07384 452332