Direct Debit form
This form is to request the set up of pension contributions from a personal bank account.
If you’ve left your employer’s group pension scheme and would like to continue paying in from your own personal bank or building society account, please complete the form below.
Data protection – important please read:
Use of my personal information: Legal & General takes my privacy very seriously. Legal & General uses the personal information collected via this form and any other personal information that I provide to Legal & General or is provided to them on my behalf (‘my information’) for the purposes of (amongst other things):
- Providing me with Legal & General products and services and dealing with my enquiries and requests;
- Underwriting and administering my personal pension plan including processing claims;
- Carrying out market research, statistical analysis and customer profiling; and/or
- Sending me marketing information (by post, telephone, email and SMS) about products and services of companies in the Legal & General group and of third parties whose products and services Legal & General offer to their customers.
To protect myself and Legal & General from financial crime, Legal & General may be required to verify the identity of new and sometimes existing customers. This may be achieved by using reference agencies to search sources of information relating to me (an identity search). This will not affect my credit rating. If this fails, Legal & General may need to approach me to obtain documentary evidence to confirm my identity.
Direct Debit Instruction
The Direct Debit instruction must be fully completed, signed and dated before your application can be processed.
Instruction to your bank or building society to pay by Direct Debit.
Instruction to your bank or building society
By ticking the box below and submitting this for you are instructing your bank/building society to set up a Direct Debit:
Please pay Legal & General Direct Debits from the account detailed in this instruction subject to the safeguards assured by the Direct Debit Guarantee.
I understand that this instruction may remain with Legal & General and, if so, details will be passed electronically to my bank or building society.
Banks and building societies may not accept Direct Debit instructions for some types of account.