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Legal & General

How to transfer a pension from Legal & General

Once you’ve requested to transfer a Legal & General pension they will usually ask you to complete an enhanced transfer form.

Note: these answers are for guidance only.

Complete the form here: www.legalandgeneral.com/existing-customers/retirement-support/enhanced-transfer-form

First screen (1/6)

Read and click ‘Continue’

Your details (2/6)

Are you the member who is transferring their pension?
Yes

‍

Enter your Full name, L&G pension account number(s) and email address

‍

Click ‘Continue’

Reasons for transfer (3/6)

Were you approached by somebody recommending that you transfer your pension?

‍
No - I've decided to transfer myself without taking financial advice

‍

Click ‘Continue’

Advice approach (4/6)

Have you been promised or offered any of the following?
None of these

‍

Were there any time constraints/restrictions put on you to follow through on this transfer request?
No

‍

Were any of the following approaches used by your adviser or new provider?
None of these

Your new investments (5/6)

Are you aware of how your money will be invested?
Yes

Please list all the funds your transferring pot will be invested in

Select your date of birth:

Then enter:
BlackRock LifePath Target Date Fund Retirement fund - GB00BRTCQS55

Then enter:
BlackRock LifePath Target Date Fund 2030 - GB00BRTCQ853

Then enter:
BlackRock LifePath Target Date Fund 2035 - GB00BRTCQB88

Then enter:
BlackRock LifePath Target Date Fund 2040 - GB00BRTCQD03

Then enter:
BlackRock LifePath Target Date Fund 2045 - GB00BRTCQG34

Then enter:
BlackRock LifePath Target Date Fund 2050 - GB00BRTCQJ64

Then enter:
BlackRock LifePath Target Date Fund 2055 - GB00BRTCQL86

Then enter:
BlackRock LifePath Target Date Fund 2060 - GB00BRTCQN01

Then enter:
BlackRock LifePath Target Date Fund 2065 - GB00BRTCQQ32

Please provide any supporting documents that list your new investments
Don’t upload anything

Will your pension be invested in UK registered and FCA regulated investment funds?
Yes

Will any of your pension be invested overseas?
No

Have you been promised a specific rate of return? 
No

Have you been provided with any written information about the investments, rate of return or what the fee structure will be?
Yes

What information have you been provided with about the investments or the structure of the investments?

Select your date of birth:

Click the button below, save the PDF, and upload it to the form.

Factsheet (before 1963) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1963 - 1967) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1968 - 1972) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1973 - 1977) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1978 - 1982) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1983 - 1987) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1988 - 1992) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (1993 - 1997) PDF

Click the button below, save the PDF, and upload it to the form.

Factsheet (after 1997) PDF

Are any of your proposed investments subject to an exit penalty to access them?
No

Charges (6/6)

Are you fully aware of the costs and charges for your new arrangement?

Yes
‍

What are the costs and charges of your new arrangement?

0.73%
‍

Are there fees to join the investment?

No
‍

Are there any other charges that can apply to your savings?

No
‍

Tick - Yes - I confirm that I've completed this form myself and that the answers are true to the best of my knowledge.
‍

Click ‘Submit’

Once you’ve submitted this form, your transfer should be completed within a couple of weeks.

If it takes longer, please contact L&G for an update. Here's L&G's phone number.

If they have any further questions, please contact us and we’ll be happy to help.

Any questions?

Contact us