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.

Direct Debit

Step 1 of 3

About you

* Required

Title *

Other - Title *

First name(s) *

Last name *

National Insurance Number *

Date of birth *

Personal email address *

This shouldn't be a work email.

Existing Legal & General account number *

This number can be found on your annual Pension Benefit Statement.

What would you like to pay into your pension each month? *

Tax-relief will be added, when we receive the payment.

What date would you like the payment to come out of your bank or building society account, each month? *

The date must be between 1 - 28 of the month.

What date do you want payments to begin? *

The date must be between 1 - 28 of the month.

Data protection - important please read

* Required

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.

I consent to Legal & General sending me the marketing information described in (4) above based on my marketing preferences.

Legal & General will not sell my information to third parties for them to market to me. Legal & General’s privacy policy sets out more detailed information on how they use my information (including, their processing activities, the lawful basis for their processing, how they transfer my information and/or other information prescribed by data protection law).

A copy of Legal & General’s privacy policy is available at legalandgeneral.com/privacy-policy or otherwise upon request.

Any changes to the privacy policy will be posted on this site from time to time.

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.

* Required

Name of bank or building society *

Full postal address of your bank or building society branch *

Postcode *

Name(s) of account holder(s) *

Bank/building society account number *

Bank/building society sort code *

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.

Declaration *

Please confirm one of the options below.

As account holder - please accept this as my signature to set up the Direct Debit As joint account holder - please accept this as my signature to set up the Direct Debit