Legal & General - Member Advisory Panel

If you are interested in joining our Member Advisory Panel, we would love to hear from you. Please tell us about yourself below. If shortlisted, we’ll contact you to discuss details about participation and give you an opportunity to ask questions.

Meetings are held four times a year at 1pm for an hour and we would like you to attend as many as possible, with a minimum of two.

Section 1

Interested?

Please tell us more about you.

1. Your name

2 Please select one of the following to provide Your plan number Your National Insurance number Date of birth

Your plan number

National Insurance number

Date of birth

Su	Mo	Tu	We	Th	Fr	Sa
						1
2	3	4	5	6	7	8
9	10	11	12	13	14	15
16	17	18	19	20	21	22
23	24	25	26	27	28	29
30	31

3. Email address

4. Please tell us why you would like to be included in the Member Advisory Panel. [Tick as many as apply] Learn more about pensions for my personal development Network with people in other industries Feel like my views are being heard Make a difference to the way my pension is run It’s something different to do Gather and provide pensions knowledge to colleagues Other (please provide details below)

Other

Section 2

If you don't mind

In addition, the below information would be helpful for us in ensuring that our panel is as diverse as our scheme membership. We welcome interest from everyone regardless of your race, sex, disability, religion/belief, sexual orientation, gender identity or age. If you are happy to share the below information for this purpose, please feel free to complete.

5. I identify my gender as

6. Job title/occupation

7. Do you currently work for the employer of your pension scheme (an ‘active’ member) or have you left the company (a ‘deferred’ member)? Active Deferred

8. Employer name

9. Ethnicity

10. Stage of your retirement planning journey I have just started saving I have been saving for a while I am approaching retirement I have started taking my benefits

11. How would you describe your pensions knowledge? I understand how my pension works and am confident about making decisions I understand the basics about my pension but would look for advice before making a decision I am not confident about making decisions about my pension

We are looking for people with all levels of knowledge and confidence. If you join the panel you will receive support to help you get the best out of the experience.

12. Your annual income Under £20,000 £20,000 - £39,999 £40,000 - £64,999 Over £65,000

Section 3 Data protection

Legal & General and the trustees may use the personal information that you or your employer has provided to us for (amongst other things):

dealing with your enquiries and requests for products and/or services from Legal & General
administering your plan and processing any claims, and/or
carrying out market research, statistical analysis and customer profiling.

Our privacy policies set out more detailed information on how we use your personal information (including our processing activities, the lawful basis for our processing, how we transfer and share your information and/or any information prescribed by data protection law).

A copy of the Legal & General privacy policy is available at:

www.legalandgeneral.com/privacy-policy/ or otherwise upon request; the trustees have their own privacy policy and that is available at:

Legal & General - Privacy Policy - Legal & General Mastertrust (legalandgeneral.com)

Any changes to these privacy policies will be posted on the respective websites from time to time.

Online signature

Complete an 'online signature' by entering your full name and today's date in the boxes below before submitting this form.

Full name

Today's date

Member Advisory Panel

Section 1

Interested?

February 2020

Section 2

If you don't mind

Section 3

Data protection

Online signature

February 2020