Quoting and portals

Yes. If you're here for the first time and are looking to write business with us, you'll need to apply for an agency number.

You can do this via Origo.

Once you've registered, you'll then be automatically registered to use our systems and will receive an email from our auto registration mailbox with your user details.

If you have a new individual agency number you will be automatically registered to use our systems and will receive an email from our Auto Registrations mailbox with your user details.

If you’re not sure if you have the correct Legal & General agency number, contact your Account Manager who can check this for you, alternatively call our agency enquiry helpline on 03709 005010 or email agency.enquiries@landg.com.

The retirement health and lifestyle form is an industry standard form used to gather medical data, specific to your client, to produce an underwritten annuity quote. We require this information to be used within a whole of market research portal to generate the quote.

Retirement health and lifestyle form

More information on the retirement health and lifestyle form and this process is available on their website View - website.

You can see view our underwriting guide.

Download our guide PDF size: 1721 KB

For our Pension Annuity

The retirement health and lifestyle form is the Electric Common Quotation Request Form and allows you to gather medical and lifestyle information to present to each individual provider. Once complete, for us, the information will need to be entered into the appropriate whole of market research portal in order to generate a fully guaranteed underwritten quote. Alternatively, if you've medical information in addition to the retirement health and lifestyle form, such as hospital letters, these can be emailed to broker.annuityquotes@landg.com for consideration.

For Pension Annuity and fixed term annuities

Can I start a quote and complete it later?
Yes, you can 'part complete' the request - for example, if additional information needs to be obtained to help the application. The portal will let you save, retrieve and edit partly and fully completed quote requests. 

Re-quoting
We provide you our best quote, first time, every time and guarantee this for 45 days. If you need to obtain a new quote or need to change any of the details, you can retrieve and edit your quote on the portal. 

Help and support for you
Our in-house portals experts are available to help you make the most of how you can use portals in your annuity business. To contact them please email annuityportalsupport@landg.com. 

For our Lifetime Care Plan

Please see our steps on how to quote for our Lifetime Care Plan.

If your quotations are being returned as indicative due to an agency number issue, the below guides should help to resolve the problem:

• The Exchange (Iress) - A common issue can be found in Iress agency solution guide.pdf PDF size: 255KB. This issue can be simply resolved by updating your account on the Iress portal
• Assureweb - A common issue can be found in Assureweb agency solution guide PDF size: 362KB. This issue can be simply resolved by updating your account on the Assureweb portal.

Our Broker quotes Specialists would also be happy to assist and produce a guaranteed quote, contact our team at broker.annuityquotes@landg.com.

See the portal training guides for help on how to use them.

Assureweb PDFsize: 646KB

AMS Retirement PDFsize: 725KB

IRESS PDF size: 825KB

Webline

Our application forms include guidance notes to help you complete the product application form, missing or inaccurate information can cause delays.

It is important that you provide a valid email address and telephone number so that we can get in touch with you if we have any queries or require further information in order to progress the application,

To help support you when completing your product application, we’ve highlighted some of the most common errors/ missing information below:

1. What is your Legal & General agency number?
   If the wrong number is provided, this will cause delays. If you’re not sure if you have the correct Legal & General agency number, contact your Account Manager who can check this for you, alternatively call our agency enquiry helpline on 03709 005010 or email agency.enquiries@landg.com.
2. Multiple quotes: If you have applied for multiple quotes via email or on the application form, you will need to provide context for each situation and indicate which quote should be used. 
3. Details of each purchasing or transferring pension scheme(s) including any Legal & General schemes.
4. Incorrect client's postcode.
5. Missing National Insurance number. 
6. Missing pension and fund value details.
7. Missing details of where pension payments and any tax-free cash are to be paid
8. Incorrect dates on application. Please ensure the application has been signed and dated by yourself and the client; please note, this cannot be in the future.
9. Where medical/lifestyle information is provided, your clients GP details should be included on the application form.
10. If your client has LTA protection, please provide us with a copy of the certificate when sending the application into us. Failure to do this may cause delays. 

Product application forms:

Pension Annuity Application Form PDFsize: 426KB

Fixed Term Retirement Plan Application Form PDFsize: 417KB

Cash-Out Retirement Plan Application Form PDFsize: 651KB

We want to help you unlock the potential that portals can offer your business. They offer the speed of return needed in such a time pressured environment. A fully underwritten and guaranteed quote for an enhanced annuity can be with you in a few seconds, subject to medical details provided. To make the most of these tools within your business model, we also give you the support and expertise of our in-house portals experts.

Our team can:

• Offer hands on support, helping you get the most out of the portal you use, relevant to the way you run your business, helping you save time and money.
• Provide training and assistance to resolve on going issues with annuity quotes, such as, why a quote has been returned as indicative rather than guaranteed. 
• Give you access to our training guides and tools, enabling you to get the best possible outcome for your clients. 

To contact the team please email annuityportalsupport@landg.com

For Pension Annuity and fixed term annuities

You can use Track My Apps, our simple online tool will help you follow the progress of your new business Pension Annuity and fixed term annuities applications from start to finish.

Use the tool

We’ve outlined the key stages in our Pension Annuity and fixed term annuities application process so that you know what to expect at every stage, from the application being received through to the first payment being made.

For Lifetime Care Plan

You can contact our Broker Admin Team either by email on LCP@landg.com or by phone on 0345 070 2459. Monday to Friday, 9am - 5pm. Call charges will vary. We may record and monitor calls. 

If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.