Annuities portal access

Yes. If you're here for the first time and are looking to write business with us, you'll need to apply for an agency number.

You can do this via Origo.

Once you've registered, you'll then be automatically registered to use our systems and will receive an email from our auto registration mailbox with your user details.

From 11 January 2021, if you have a new individual agency number you will be automatically registered to use our systems and will receive an email from our Auto Registrations mailbox with your user details.

If you have been given your agency number prior to 11 January, you will need to complete the below online form.

Registration form

If you’re not sure if you have the correct Legal & General agency number, contact your Account Manager who can check this for you, alternatively call our agency enquiry helpline on 03709 005010 or email agency.enquiries@landg.com.

The retirement health and lifestyle form is an industry standard form used to gather medical data, specific to your client, to produce an underwritten annuity quote. We require this information to be used within a whole of market research portal to generate the quote. More information on the retirement health and lifestyle form and this process is available on their website View - website.

The retirement health and lifestyle form is the Electric Common Quotation Request Form and allows you to gather medical and lifestyle information to present to each individual provider. Once complete, for us, the information will need to be entered into the appropriate whole of market research portal in order to generate a fully guaranteed underwritten quote. Alternatively, if you've medical information in addition to the retirement health and lifestyle form, such as hospital letters, these can be emailed to broker.annuityquotes@landg.com for consideration.

Can I start a quote and complete it later?
Yes, you can 'part complete' the request - for example, if additional information needs to be obtained to help the application. The portal will let you save, retrieve and edit partly and fully completed quote requests. 

Re-quoting
We provide you our best quote, first time, every time and guarantee this for 40 days. If you need to obtain a new quote or need to change any of the details, you can retrieve and edit your quote on the portal. 

Help and support for you
Our in-house portals experts are available to help you make the most of how you can use portals in your annuity business. To contact them please email annuityportalsupport@landg.com. 

Please contact annuityportalsupport@landg.com to assist with your issue.

If your quotations are being returned as indicative due to an agency number issue, the below guides should help to resolve the problem:

• The Exchange (Iress) - A common issue can be found in Iress agency solution guide.pdf PDF size: 255KB. This issue can be simply resolved by updating your account on the Iress portal
• Assureweb - A common issue can be found in Assureweb agency solution guide PDF size: 362KB. This issue can be simply resolved by updating your account on the Assureweb portal.

Our application forms include guidance notes to help you complete the product application form, missing or inaccurate information can cause delays.

It is important that you provide a valid email address and telephone number so that we can get in touch with you if we have any queries or require further information in order to progress the application,

To help support you when completing your product application, we’ve highlighted some of the most common errors/ missing information below:

1. What is your Legal & General agency number?
   If the wrong number is provided, this will cause delays. If you’re not sure if you have the correct Legal & General agency number, contact your Account Manager who can check this for you, alternatively call our agency enquiry helpline on 03709 005010 or email agency.enquiries@landg.com.
2. Details of each purchasing or transferring pension scheme(s) including any Legal & General schemes.
3. Details of where pension payments and any tax-free cash are to be paid
4. Signed declarations with the correct date.
5. Where medical/lifestyle information is provided, your clients GP details should be included on the application form.

Product application forms:

Pension Annuity Application Form PDFsize: 426KB

Fixed Term Retirement Plan Application Form PDFsize: 417KB

Cash-Out Retirement Plan Application Form PDFsize: 651KB

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 PDFsize: 426KB

Fixed Term Retirement Plan Application Form PDFsize: 417KB

Cash-Out Retirement Plan Application Form PDFsize: 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 & General Secure Email Guide PDFsize: 877KB

For further support, contact our broker quote specialists or your Account Manager.

Contact us

We want to help you unlock the potential that portals can offer your business. They offer the speed of return needed in such a time pressured environment. A fully underwritten and guaranteed quote for an enhanced annuity can be with you in a few seconds, subject to medical details provided. To make the most of these tools within your business model, we also give you the support and expertise of our in-house portals experts.

Our team can:

• Offer hands on support, helping you get the most out of the portal you use, relevant to the way you run your business, helping you save time and money.
• Provide training and assistance to resolve on going issues with annuity quotes, such as, why a quote has been returned as indicative rather than guaranteed. 
• Give you access to our training guides and tools, enabling you to get the best possible outcome for your clients. 

To contact the team please email annuityportalsupport@landg.com

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.

Use the tool

To find out more about our application process, visit our dedicated page. We’ve outlined the key stages in our retirement income application process so that you know what to expect at every stage, from the application being received through to the first payment being made.