During this challenging time, we want to reassure you that we’re here to support you and we remain open for business. To help support you, we've published a list of frequently asked questions.
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Pension Annuity and fixed term annuities
Sales
Contact your Account Manager on our 'Meet our team' section.
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
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:
Phone: 0800 061 2288
Email: icp@medicalsdirectgroup.co.ukCall them, Monday to Friday, 8.30am – 5pm. MDG may record and monitor calls.
New business
Phone: 0345 070 2459
Email: lcp@landg.comIn payment
Phone: 0345 766 0813
Email: paymentservices@landg.comOur address: Legal & General Retirements, PO BOX 809, Cardiff, CF24 0Y
Call us Monday to Friday, 9am - 5pm.
Call charges will vary. We may record and monitor calls.
If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
Pension Annuity and fixed term annuities
Retirement incomeOur product offering includes lifetime annuities that reflect health and lifestyle conditions and fixed term products that are designed to generate an income for your client over a term.
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 home fees.
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Broker Quotes Specialists
Our Broker Quotes Specialists can help you with your quotes for our retirement income products.
Simon Wiggins
Senior Broker Quotes SpecialistTelephone Account Managers
Our Telephone Account Managers can help with everyday queries to starting up with us, see our team below.
David Price
Telephone Account ManagerDavid Price
Telephone Account ManagerDavid has over 10 years’ experience in account management and joined Retail Retirement in 2018.
As a Telephone Account Manager, David is building strong relationships with his advisers to help them get the most from our range of retirement solutions.
Email: david1.price@landg.com
Telephone: 02920 432080
Janine Worthington
Telephone Account ManagerJanine Worthington
Telephone Account ManagerJanine has worked in Retail Retirement at Legal & General for over 20 years.
During that time she’s seen many changes, including Simplification, RDR and most recently Pension Freedoms.
Janine believes passionately that flexible and tailored retirement plans can help meet the needs of those retiring today, with guaranteed income playing a key role.
Email: janine.worthington3@landg.com
Telephone: 02920 432659
Kim Jones
Telephone Account ManagerKim Jones
Telephone Account ManagerKim has worked at Legal & General for 16 years, of which she has spent the past 10 years within Retail Retirement.
She joined the Telephone Account Manager team to help advisers understand more about our range of retirement solutions and support their clients on their retirement journey.
Email: kimberley.jones@landg.com
Telephone: 02920 432230
Sarah Gauci
Telephone Account ManagerSarah Gauci
Telephone Account ManagerSarah has worked in the insurance industry for 18 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.
Email: sarah.gauci@landg.com
Telephone: 02920 432135
Kate Mason
Telephone Account ManagerKate Mason
Telephone Account ManagerKate has worked in Retail Retirement at Legal & General for 14 years.
During this time she has been involved with some major changes including simplification, RDR and pension freedoms.
In her role as a Telephone Account Manager, she helps support advisers and clients on their retirement journey.
You can reach Kate Monday to Wednesday.
Email: kate.mason@landg.com
Telephone: 02920 432662
Ben Evans
Telephone Account ManagerBen Evans
Telephone Account ManagerBen has worked for Legal & General Retail Retirement for the last three years.
As a Telephone Account 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.
Email: benjamin.evans@landg.com
Telephone: 02920 355395
Jenna Ponting
Distribution Sales SupportJenna Ponting
Distribution Sales SupportJenna has worked for Legal & General for 16 years. She previously worked in our endowments and pensions departments, before moving across to Retail Retirement 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.
Email: jenna.ponting@landg.com
Telephone: 02920 355160
Kieran Campbell
Telephone Sales ManagerKieran Campbell
Telephone Sales ManagerKieran has worked in the financial services industry for over 20 years. He has been with Legal & General since 2014. He moved to Retail Retirement in 2018, having previously worked for our insurance business.
Kieran leads our Telephone Account Manager team, based in Cardiff.
Email: kieran.campbell@landg.com
Telephone: 07909 004408
Key Account Managers
Our Key Account Managers can help with everyday queries to starting up with us, see our team below.
Jon Scannell
Distribution DirectorJon Scannell
Distribution DirectorJon joined Legal & General in 2018 to create, drive and deliver the intermediary strategy to maximise intermediary distribution in the Retirement Income business.
He has a specific focus on building on Legal & General’s commitment to advisers in the Retirement Income sector. Prior to this, he spent 12 years as a Pension drawdown specialist at MetLife UK where he held various senior roles, the last of which was as Sales Director with responsibilities over their UK operation.
Jon has worked for some of the world’s largest Financial Services organisations and has a wealth of Sales and Distribution experience spanning 25 years.
Email: jon.scannell@landg.com
Telephone: 07392 121855
Basil Anderson
Key Account Manager - South WestBasil Anderson
Key Account Manager - South WestBasil 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.
Email: basil.anderson@landg.com
Telephone: 07393 753622
Ian Ferguson
Key Account Manager - MidlandsIan Ferguson
Key Account Manager - MidlandsIan 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 the Midlands, helping them to grow their business through our range of retirement solutions.
Email: ian.ferguson1@landg.com
Phone: 07384 901033
Terry Jordan
Key Account Manager - London & South EastTerry Jordan
Key Account Manager - London & South EastTerry has worked for Legal & General since 2007 and moved to Retail Retirement in late 2013.
Before moving to Retail Retirement he worked in our Protection business helping advisers to get the most out of our online servicing system.
Terry works with our key accounts in the South East of England, helping them to grow their business through our range of retirement solutions.
Email: terry.jordan2@landg.com
Telephone: 07739 855520
Tom Carroll
Key Account Manager - NorthTom Carroll
Key Account Manager - NorthTom 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, helping them to grow their business through our range of retirement solutions.
Email: tom.carroll@landg.com
Telephone: 07385 411473
Strategic Partnerships
Supports the distribution team and responsible for wider engagement through strategic partnerships with service providers, networks and professional bodies.
Cecilia Furner
Strategic Partnerships DirectorCecilia Furner
Strategic Partnerships DirectorCecilia joined Legal & General in 2018 and heads up the Strategic Partnerships team. The team is responsible for developing successful strategic relationships within the intermediary market.
Cecilia’s career stretches over 20 years in Financial services and she has filled Key Business development positions at various providers.
She is a member of the Personal Finance Society and has a post graduate Diploma in Financial Planning.
Email: cecilia.furner@landg.com
Telephone: 07392 101814
Andy Powell
Strategic Partnerships ManagerAndy Powell
Strategic Partnerships ManagerAndy started at Legal & General in August 2018 as a Key Account Manager, before moving to the role of Strategic Partnerships Manager in March 2020.
Andy works alongside our Strategic Partnerships Director, managing relationships with our Strategic Partners, and also has responsibility for our relationships with specialist annuity distributors.
He has previously worked at Royal London & LV= with distribution responsibilities for their pre and post retirement propositions to panel of advisers across the Midlands and North West, including some of the major pension and annuity distributors.
Email: andrew.powell@landg.com
Telephone: 07384 798254
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Aegon, Sun Life of Canada & Prudential clients
If your client has a GAR, GMP, GBA or any contract codes with specific benefits you would like to retain in the quotes please contact the below teams:
table Partner Telephone Email Address Aegon 0800 009 3867 Legal & General Retirements,
PO BOX 809,
Cardiff,
CF24 0YL
Prudential 0800 048 3335 Sun Life of Canada 0800 316 3062 Call us Monday to Friday between 9.00am to 5.00pm.
Call charges will vary. We may record and monitor calls.
If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
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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.
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