Our process and how to get a quote

We’ve worked to simplify the process to get a quote for our immediate needs annuity, Lifetime Care Plan.

  1. 1

    Care fees questionnaire

    Complete this form with your client and their Power of Attorney if they have one.

    Then send this form, along with any Power of Attorney documentation to us. You can send the documents by either emailing them to lcp@landg.com or post to Legal & General Retirement, PO Box 809, Cardiff, CF24 0YL.

    PDF file: Care Fees Plan Questionnaire PDF size: 707KB  

    We've also created a guide that you can share with your clients, that explains the process of getting and accepting a quote for our Lifetime Care Plan.

    PDF file: Lifetime Care Plan Assessment Process Q0058905 PDF size: 1.8MB    

  2. 2

    Care Manager report

    The Care Fees Plan Questionnaire will be passed to MorganAsh, they'll email you to let you know once they’ve received it.

    MorganAsh will then make contact with the care home to arrange a telephone interview, once this is scheduled they'll let you know and will also confirm once it has been completed. If for any reason a telephone interview cannot be completed MorganAsh will send out a Care Home Report by post.

    You can contact MorganAsh on 0330 159 8164 for updates on the Care Home Report.

    Call them Monday to Friday between 9.00am to 9.00pm. Call charges will vary. They may record and monitor calls.

  3. 3

    GP report

    We'll normally be able to give you a price without needing a GP report because we expect the Care Manager's report to give us everything we need. This is a change to how the rest of the market currently operate and should allow us to get our quote to you quickly.

    We only request a GP report if necessary, only where there isn’t enough detail in the Care Manager’s report and we need more information, or if your client is not yet in a residential care setting.

  4. 4

    Quote pack issued

    Our underwriting team will then provide a quote for your client which we’ll send to you along with a quote pack containing our key features, acceptance document, terms and conditions and care provider declaration.

Who should I contact if I have a query about my quote, application or policy?

New business
You can contact our team for quote or application queries:

Phone: 0345 070 2459
Email: lcp@landg.com

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.

Care Home reporting
You can contact MorganAsh for updates on the Care Home report.

Phone: 0330 159 8164

Call them Monday to Friday between 9.00am to 9.00pm. Call charges will vary. They may record and monitor calls.

In payment
If an application has been accepted and is in payment, you can contact our in payments team:

Phone: 0345 766 0813
Email: paymentservices@landg.com

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.