About Legal & General Financial Advice
How can we help?
Legal & General can support you with advice if you are resident in the UK, have a Legal & General workplace pension with a pension pot value of £20,000 or more, and are age 45 or over.
We may also be able to help if you have more than £10,000 in your pension pot and are considering taking your benefits early due to ill health.
Who are Legal & General Financial Advice?
Legal & General Financial Advice Limited (LGFA), launched in 2019 and is part of the Legal & General Group. We’re a financial advisory business providing independent advice for retirement and pension planning on an independent financial advice basis.
Who regulates us?
We’re authorised and regulated by the Financial Conduct Authority (FCA). Our Firm Reference Number is 839860. We’re authorised, among other things, to advise on and arrange regulated pension products.
You can obtain a full list of our permissions from the Financial Services Register, fca.org.uk/register or by contacting the FCA on 0800 111 6768.
Your Financial adviser helps you understand:
- The type of pensions you’ve paid into; State Pension, defined contribution pensions, defined benefit pensions
- which allowances you can take advantage of
- the tax implications for accessing your pension
- ways you can access the funds
- how to best invest pension funds
Speak with our Legal & General Advice team
- Do you have a Legal & General workplace pension and are a UK resident?
- Do you have more than £20,000 in your pension pot, or £10,000 if in ill health?
- Are you aged 45 or over?
If so, why not request a free call back with one of our Legal & General Financial Advice team to discuss how advice might benefit you
Or call us now free on 0800 072 0016. Call charges will vary. We may record and monitor calls.
Your financial adviser will take you through their recommendation, so you can ask questions and be comfortable you fully understand.
We have a dedicated advice team, including our own financial advisers and Customer Service Agents, who will guide you through the advice process.
Our team will never hurry you, they’ll be guided by the pace you set – they’re rewarded for great customer service, not sales targets.
We can provide annual reviews if you want them, to ensure your products continue to meet your retirement needs.
We will provide you with a comprehensive advice service (including an assessment of other leading providers in the market, not just Legal & General products), and provide a recommendation that is tailored to your needs.
Your financial adviser will call to introduce themselves ahead of your first meeting, and we’ll send a biography with a photo so you know exactly who you’re speaking with.
We make sure you understand every single cost involved in our services.
We record all conversations you have with us, for your peace of mind and protection.