09 August 2017

Important changes to the way you request information

This is not a consumer advertisement. It is intended for professional financial advisers and should not be relied upon by private customers or any other persons.

To make the process of requesting member pension benefit information smoother we are introducing a standard  PDF file: View - Legal & General letter of authority PDF size: 2.68MB . This will enable us to process requests faster and more efficiently on your behalf by:

  • Capturing the required information first time
  • Standardising the format to reduce our processing time
  • Identifying missing information faster
  • Allowing us to add a servicing agent to a member’s policy

When we introduce the new form we will also be extending the default validity period of a letter of authority from six months to twelve months. This will reduce the need for you to resend letters on a regular basis. This will be effective for any forms submitted from today’s date only and will not apply to any previous instructions you have sent us. 

What you need to do

You can download a copy of the new PDF file: View - Legal & General letter of authority PDF size: 2.68MB  form here. Please use the new form for future requests. 

Please read the important information on the form carefully to avoid your request being rejected or information being sent directly to a member. Complete the form in full and ensure it is signed in one of the two boxes in section three of the form. You can attach requests for information when you send it to us. 

If you have any questions please speak to your normal Legal & General contact.