We're working with SJP as a Strategic Partner.
Supporting you and your clients
Retirement has radically changed. Your clients need more support than ever to help them navigate their choices and make more informed decisions.
At Legal & General Retail Retirement we want to help people lead longer, healthier, happier lives and believe that everyone should be able to have a ‘more colourful retirement’. The Division comprises the group's individual annuity, lifetime mortgage and care solutions businesses.
We have a team of dedicated account managers here to support you. We’ll work with you to find new ways of approaching the complexities of retirement advice and develop solutions that answer client needs.
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Pension Annuity
Annuity quotes and portal support
Telephone: 0345 071 0040
Email: broker.annuityquotes@landg.com
New business or track cases online via Track My Apps
Telephone: 0345 070 2459
Email: annuities.quotes@landg.com
In payment
Telephone: 0345 766 0813
Email: paymentservices@landg.com
Our address: Legal & General Retirement, PO Box 809, Cardiff, CF24 0YL
Call us Monday to Friday, 9am - 5pm. Call charges will vary. We may record and monitor calls.
For Pre-Sales you can contact your Account Manager below.
Lifetime Care Plan
To find out how to quote for our Lifetime Care Plan, visit our step by step guide.
Medical data gathering
For any questions regarding medical data gathering, you can contact Medicals Direct Group (MDG) on:
Telephone: 0800 061 2288
Email: icp@medicalsdirectgroup.co.ukCall them Monday to Friday, 8.30am – 5pm. MDG may record and monitor calls.
New business
Telephone: 0345 070 2459
Email: lcp@landg.comIn payment
Telephone: 0345 766 0813
Email: paymentservices@landg.comOur address: Legal & General Retirement, PO Box 809, Cardiff, CF24 0YL
Call us Monday to Friday, 9am - 5pm. Call charges will vary. We may record and monitor calls.
For Pre-Sales you can contact your Account Manager below.
Find your Account Manager
To find your Account Manager click below on your location.
Bristol, Cardiff, Cirencester, Exeter, Newbury and Solent
Basil Anderson: 07393 753 622 basil.anderson@landg.com
Aberdeen and Belfast
Ben Evans: 02920 355395 benjamin.evans@landg.com
Edinburgh and Glasgow
David Price: 02920 432080 david1.price@landg.com
Cambridge, Nottingham, Solihull and LMBU
Ian Ferguson: 07384 901 033 ian.ferguson1@landg.com
Leeds, Liverpool, Manchester and Newcastle
Tom Carroll: 07385 411473 tom.carroll@landg.com
Canary Wharf (London), Elstree (London), Hamilton Place (London), Kingsways (London), Lombard Street (London) and Westerham
Terry Jordan: 07739 855 520 terry.jordan2@landg.com
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Pension Annuity
Guaranteed incomeAllows your clients to plan their future knowing what their income will be each year, confident that payments won't fall, with the choice of a fixed or increasing income.
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Lifetime Care Plan
Our immediate needs annuityOur Lifetime Care Plan, an immediate needs annuity, provides a guaranteed monthly payment for life to help pay for your clients’ care fees.
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Our quote process for immediate needs annuities has changed
Below, we have outlined the steps to quote for our immediate needs annuity (Lifetime Care Plan).
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1
Care Fees Plan Questionnaire
Complete the Care Fees Plan Questionnaire with your client and email it to icp@medicalsdirectgroup.co.uk.
Care Fees Plan Questionnaire PDFsize: 410KB
If your client has a legal representative through Power of Attorney or the Court of Protection, they should be involved and you'll need to attach proof of their right to act on your client’s behalf.
If you’d prefer, you can post the documents to:
Medicals Direct Group
Premiere House
5th Floor
Elstree Way
Borehamwood
Hertfordshire
WD6 1JHMDG will email you to acknowledge that the documentation has been received.
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2
Medical information
An experienced nurse employed by MDG will conduct a tele-interview to obtain medical information from the care provider. An interview transcript will be completed, quality checked and sent to us.
If it’s not possible to arrange a tele-interview, a Care Manager's Report will be sent via email for the care provider to complete.
In some circumstances we may need more medical information and request a GP report.
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3
Quote pack issued
Once we’ve received all the required information, we’ll send you a quote pack via email containing our Key Facts, Acceptance Form and Care Provider Declaration. The email will also contain links to our Key Features and Terms and Conditions documents.
Key documents
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How to contact ReAssure
If you are trying to contact us regarding your client’s SHP/PPP/PPSIPP/PP2000/GPP2000 or policy beginning with U/UP, please note these plans have been transferred to ReAssure who can be contacted using the details below.
Telephone: 0800 013 0484
Email: advisersupport@reassure.co.uk
Addresss: ReAssure, Windsor House, Telford, TF3 4NB
Call them Monday to Friday between 8.30am to 5.30pm. They may record and monitor calls. Call charges will vary.
Useful links
