Retirement income FAQs
Pension Annuity and Fixed term annuities
How can I get in touch with you?
Our Cardiff operation is responsible for servicing around a million customers. To ensure the safety of our people, we’ve taken the decision to close the office for all but key workers.
Our phone lines are open. We are currently experiencing high call volumes so it may take us longer than usual to answer your call and process applications. If you're calling for an update on a new business application, you can use Track My Apps, our online system to follow the progress of your applications and the transfer of funds.
All of our Key Account ManagersView - Key Account Managers and Telephone Account ManagersView - Telephone Account Managers are still available via email and mobile.
How do I get a quote for an annuity or fixed term annuity?
Quotes are accessible via the broker portals. You can also email our team at broker.annuityquotes@landg.com
A member of the team will be in touch to provide a quote.
Our phone lines for new business are also open, however we’re experiencing high call volumes at the moment.
I have an existing application with you, when can I expect this to be completed?
We’ve prioritised essential services, so at the moment we expect existing applications to take longer than normal.
In the meantime, you can use Track My Apps, our online system to follow the progress of your applications and the transfer of funds.
I need to get in touch with you for an update on a policy, how can I do this?
You can use Track My Apps, our simple online tool will help you follow the progress of your new business retirement applications from start to finish.
Our phone lines are open. We are currently experiencing high call volumes so it may take us longer than usual to answer your call and process applications.
What should I do if my client is unable to return the hard copy form with the original signature?
At the current time, we understand that it may be difficult for your clients to print, sign and return documents via post, so we're temporarily accepting client confirmation via email as an alternative to a signature.
You can do this as follows:
- Complete a digital or paper copy of the product application form, print it (if using the digital version), sign the Financial Adviser/Intermediary section, scan the completed document and email it to your client.
- To gain your client’s permission, you must copy and paste the wording below and send this to your client along with the scanned application form.
I [CLIENTS FULL NAME] confirm that, by sending this email, agree to the terms set out in the ‘Declaration’ section of the application form and agree to the use of my information as described in the privacy policy.
- Your client should then reply, including the above wording in their email.
- Once you have the confirmation from your client, please email completed application forms and your client’s email confirmation, via one of our secure methods (see below), to annuities.quotes@landg.com. Please note: We cannot process an application without either your client’s signature or their email confirmation.
Product application forms:
Pension Annuity Application Form PDF size: 426KB
Fixed Term Retirement Plan Application Form PDF size: 417KB
Cash-Out Retirement Plan Application Form PDF size: 651KB
Secure email
Messages sent by normal email cannot be guaranteed to be completely secure as they may be intercepted, lost or corrupted. As part of our commitment to ensure that customer information is secure, we offer two secure email solutions. These provide an additional level of assurance when communicating confidential information between us.
There are currently two solutions available:
- TLS – This is suitable for firms who run their own email domain services, or have a hosted service that can support TLS. Legal & General have around 2000 ‘trusted’ domains who send us (and we send them) email via this secure method. It involves the installation of an electronic certificate on firm’s email server that establishes a secure connection each time an email passes between your and our email servers. If you are interested in using this solution please contact your Account Manager.
- Legal & General secure email (BeSecure) – This is a web-based service that anyone can use. To set-up a secure email account please complete the online form at Legal & General Secure Email Set-upView - Legal & General Secure Email Set-up. You will receive an email from our secure email server with details on how to set-up the account. Once the account is set-up you can send us applications and other documentation in a secure way. For assistance on how to use the service, we have prepared a user guide. You can download a copy Legal & Geneal Secure Email Guide PDF size: 877KB
For further support, contact our broker quote specialists or your account manager.
How can I get quotes guaranteed if indicative on the portal?
If your quote is showing as indicative on the portal, please email our team at broker.annuityquotes@landg.com. A member of the team will be in touch to provide a guaranteed quote.
Lifetime Care Plan
How can I get in touch with you?
Our Cardiff operation is responsible for servicing around a million customers. To ensure the safety of our people, we’ve taken the decision to close the office for all but key workers.
Our phone lines are open. We are currently experiencing high call volumes so it may take us longer than usual to answer your call and process applications.
All of our Key Account ManagersView - Key Account Managers and Telephone Account ManagersView - Telephone Account Managers are still available via email and mobile
How do I request a new quote for your immediate needs annuity, the Lifetime Care Plan?
We have included a step-by-step process on our Getting a quote page.
I have requested a quote for the Lifetime Care Plan, when can I expect to receive it?
We're currently prioritising critical services, so please expect some delay in the provision of quotes.
If you requested your quote after the Friday 20 March, you can get an update on its progress by logging in to the MorganAsh portalView - MorganAsh portal.
If you requested your quote before after Friday 20 March, please contact MorganAsh directly on 0330 159 8164, Monday to Friday between 9.00am to 9.00pm or email uwadmin@morganash.com. Call charges may vary. MorganAsh may record and monitor calls.
I have received the quote pack but my client is unable to sign and return the hard copy acceptance form at this time. What can I do?
At the current time, we understand that it may be difficult for your clients to print, sign and return documents via post, so we're temporarily accepting client confirmation via email as an alternative to a signature.
You can do this as follows:
Complete the paper copy of the acceptance form, sign the Financial Adviser/Intermediary section, scan the completed document and email it to your client.
To gain your client’s permission, you must copy and paste the wording below and send this to your client or their legal representative along with the scanned application form.
I [CLIENTS FULL NAME] confirm that, by sending this email, agree to the terms set out in the ‘Declaration’ section of the acceptance form and agree to the use of my information as described in the privacy policy.
Your client should then reply, including the above wording in their email.
Once you have the confirmation from your client, please email the completed acceptance form and your client’s email confirmation, via one of our secure methods (see below), to lcp@landg.com. Please note: We cannot process an application without either your client’s signature or their email confirmation.
Secure email
Messages sent by normal email cannot be guaranteed to be completely secure as they may be intercepted, lost or corrupted. As part of our commitment to ensure that customer information is secure, we offer two secure email solutions. These provide an additional level of assurance when communicating confidential information between us.
There are currently two solutions available:
- TLS – This is suitable for firms who run their own email domain services, or have a hosted service that can support TLS. Legal & General have around 2000 ‘trusted’ domains who send us (and we send them) email via this secure method. It involves the installation of an electronic certificate on firm’s email server that establishes a secure connection each time an email passes between your and our email servers. If you are interested in using this solution please contact your Account Manager.
- Legal & General secure email (BeSecure) – This is a web-based service that anyone can use. To set-up a secure email account please complete the online form at Legal & General Secure Email Set-up View - Legal & General Secure Email Set-up. You will receive an email from our secure email server with details on how to set-up the account. Once the account is set-up you can send us applications and other documentation in a secure way. For assistance on how to use the service, we have prepared a user guide. You can download a copy Legal & General Secure Email Guide PDF size: 877KB
For further support, contact our broker quote specialists or your account manager.
What should I do if the UK Registered Care Provider is unable to sign and return the declaration form with the original signature?
At the current time, we understand that it may be difficult for you and the UK Registered Care Provider to print, sign and return documents via post, so we're temporarily accepting the declaration from the UK Registered Care Provider to be sent via email as an alternative to a signature.
You can do this as follows:
Complete the paper copy of the acceptance form, sign the Financial Adviser/Intermediary section, scan the completed document and email it to your client.
To gain the UK Registered Care Provider’s declaration, you must copy and paste the wording below and send this to the UK Registered Care Provider along with the scanned acceptance form.
I [FULL NAME] on behalf of [UK Registered Care Provider] confirm that, by sending this email, agree to the terms set out in the ‘Declaration and Consent’ section of the UK REGISTERED CARE PROVIDER DECLARATION form and agree to the use of the information regarding the care provided to the Care Recipient, as described in the privacy policy.
The Care Provider should then reply, including the above wording in their email.
Once you have the confirmation from the UK Registered Care Provider, please email the completed acceptance form and the UK Registered Care Provider’s email confirmation, via one of our secure methods (see below), to lcp@landg.com. Please note: We cannot process an application without either their signature or email confirmation.
Secure email
Messages sent by normal email cannot be guaranteed to be completely secure as they may be intercepted, lost or corrupted. As part of our commitment to ensure that customer information is secure, we offer two secure email solutions. These provide an additional level of assurance when communicating confidential information between us.
There are currently two solutions available:
- TLS – This is suitable for firms who run their own email domain services, or have a hosted service that can support TLS. Legal & General have around 2000 ‘trusted’ domains who send us (and we send them) email via this secure method. It involves the installation of an electronic certificate on firm’s email server that establishes a secure connection each time an email passes between your and our email servers. If you are interested in using this solution please contact your Account Manager.
- Legal & General secure email (BeSecure) – This is a web-based service that anyone can use. To set-up a secure email account please complete the online form at Legal & General Secure Email Set-up View - Legal & General Secure Email Set-up. You will receive an email from our secure email server with details on how to set-up the account. Once the account is set-up you can send us applications and other documentation in a secure way. For assistance on how to use the service, we have prepared a user guide. You can download a copy Legal & General Secure Email Guide PDF size: 877KB
For further support, contact our broker quote specialists or your account manager.