1. Existing customers
2. Retirement Support
3. Enhanced transfer form
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Enhanced transfer form

This form should only be completed when requested by an Legal & General member of staff, if you want to start the process of a transfer please contact your new provider.

If you need to complete the form on behalf of somebody else please email transfersduediligence@landg.com including their full name and policy number.

Enhanced transfer

Step 1 of 5

Your details

* Required

Are you the member who is transfering their pension? *

Reasons for transfer

* Required

Were you approached by somebody recommending that you transfer your pension?
Have you recieved financial advice in respect of your transfer? *
Have you received financial advice in respect of your transfer? *
How were you approached? *
Who approached you? *
Were you expecting the contact? *
Did you have an existing relationship with the person who contacted you? *
Have you received financial advice in respect of your transfer? *
Is your adviser based overseas? *

Advice approach

* Required

Have you been promised or offered any of the following? *
Were you put under pressure to make a quick decision about your pension transfer? *
Were any of the following tactics used by your adviser or new provider? *

Your new investments

* Required

Are you aware of how your money will be invested? * Knowing where your funds will be invested can help us assess if there are any higher risks associated with your transfer. We would recommend that you look into this information.
Please name any funds that you or your adviser have selected.
Will any of your pension be invested overseas? *
Will your pension be invested in UK registered and FCA regulated investment funds? *
Have you been promised a specific rate of return? *
Have you been provided with any written information about the investments, rate of return or what the fee structure will be? *
Would you consider any of the investments to be high risk? *
Are any of your proposed investments subject to an exit penalty to access them? *

Charges

* Required

Are you fully aware of the costs and charges for your new arrangement? There can be many types of charges that apply to financial services products. It’s good to know what charges will apply to your new product so you can make informed decisions on how your pension is performing.
Are there fees to join the investment? *
This can be a fixed fee or a percentage of the total sum invested.
Are there any other charges that can apply to your savings? *

Declaration

Please confirm that you've completed the form and that the answers are true to the best of your knowledge. 

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