When we talk about personal information, we mean information about a person who can identify them, such as name, address, email address, phone number, and financial details. These may include customers (including prospects), their designated representatives (e.g. agents), employees, shareholders, business contacts, and suppliers. Any reference to “information” or “data” in this Policy is a reference to personal data about a living individual. As a Phone Account Manager, he will work with advisors to demonstrate where our retirement solutions fit and how they can be used for a variety of client needs. Previously, Tom worked at MetLife where he was responsible for sales, including guaranteed unit-linked withdrawals and fixed annuities. Our telephone team can be reached by SMS at the following address: Sarah has been in the insurance industry for 19 years and has experience in life, retirement and general insurance. As a Phone Account Manager, David builds strong relationships with his advisors to help them get the most out of our suite of retirement solutions. If you are an employer, you can access all the information on our general employers page. Basil joined Legal & General in September 2018 from ARAG plc, a legal protection specialist, where he oversaw the company`s key insurance relationships. Ian joined Legal & General in March 2019 and joined us from LV=, where he was responsible for distributing their pre- and post-retirement offerings, including fixed term repo (FTA), to a Midlands advisory board, including some of the leading pension distributors.

He joined the phone account management team in February 2022. We even compare the bond market for you and show if we quoted the highest or if you could earn more income elsewhere. Our phone account managers can help you with your day-to-day questions, see our team below. In her role as a telephone account manager, she supports advisors and clients on their path to retirement. Kieran leads our phone account managers and Cardiff-based teams of broker quote specialists This is a detailed quote journey and designed to be used on a larger screen such as a laptop or desktop for the best experience. If you do not have access to a larger device, our UK-based customer service team will be happy to give you a quote over the phone at the following address: James has been working in the financial services industry since 2018, specializing primarily in retirement income and investments. He joined the phone account management team in February 2022. Personal data collected from you will be shared with fraud prevention authorities in order to prevent fraud and money laundering and to verify your identity. If fraud is detected, you may be denied certain services, finances or employment. For more information about how your information is used by us and these fraud prevention agencies, as well as your privacy rights, please see legalandgeneral.com/cifas If you would like us to call you about our future mortgages. Please enter your full name and phone number.

You may also provide your email address if you wish to opt out of receiving emails about our products and services. Details of how we process your data can be found in our Privacy Policy. First Contact TeamInformation Commissioner`s OfficeWycliffe HouseWater LaneWilmslowSK9 5AF. To discuss your options for freeing up equity in your home or taking out a retirement interest-only mortgage, call us Monday to Sunday from 8.30am to 8pm on 0808 163 7522. We can record and monitor calls. You can also ask one of our advisors for a callback who will be happy to help you. Unfortunately, sending information by e-mail is not completely secure. Everything you send is at your own risk.

Upon receipt, we will secure your information in accordance with our security procedures and controls. For fixed, immediate and deferred pensions in the U.S. at no charge: +1 (800) 424-4990 In order to process your mortgage application, we share your personal information with credit reference agencies (CRAs) who provide us with information about you, such as your financial history. We do this to assess the creditworthiness and suitability of products, verify your identity, manage your account, investigate and collect debts, and prevent criminal activity. If you choose an offer for our pension pension, we will ask you questions about your health and lifestyle. If you have a health problem or lifestyle, we may be able to pay you a higher income (known as a supplementary pension). If false or inaccurate information is provided and fraud is detected, the details will be shared with anti-fraud authorities. Law enforcement agencies can access and use this information. We may also share information about you with other organisations and public bodies, including the police, and we may verify and/or store your data with fraud prevention agencies and databases.

Under the terms of your product, you must notify us of any insurance-related incident, whether or not it gives rise to a claim. If you report an incident to us, we will transmit the information to a database. You have data protection rights regarding how we process your personal data. More information on these rights can be found on the Information Commissioner`s website. If you wish to exercise any of these rights, please contact your customer service. You can also use the Contact Us section of our website. Our Strategic Partnerships team works with the sales team and is responsible for broader engagement through committed relationships with service providers, networks and trade associations. One possibility is to convert the accumulated pension fund into regular income. You can do this by purchasing a so-called annuity or “pension”. Not only can you get a quote for our annuity, but you can also get quotes on our fixed-term and cash-out pension plans. You can get multiple deals on different products to see how different options affect your income.

If you have any questions about this Privacy Policy or wish to exercise any of your rights, including changing your marketing preferences, please contact your usual legal and general contact or customer service team. You can also use the Contact Us section of our website. For variable and index-based annuities in the United States, toll-free: +1 (800) 445-7862 If you would like to contact us by email about a product other than retirement, please visit our main customer page so that we can process your request properly. In the case of automated decision-making (including profiling), you have the right to: Andy works with our Director of Strategic Partnerships, manages relationships with our strategic partners and is also responsible for our relationships with annuity traders. Our annuity expertise is recognized throughout the industry and we have won Moneyfacts` Best Fixed Income Provider award two years in a row. We continue to prioritize inquiries about bereavement, setting up spousal pensions and changing the details. All of our lines are open, although we may occasionally change our hours of operation so that our team can take care of other essential services. Legal & General may also verify the details of other parties as part of your contract, including identity verification. This includes beneficiaries, trustees, settlors, third-party payers, executors or administrators of your estate, parties with power of attorney and other beneficial owners. Please note that the personal data you provide to us and that we collect about you is necessary for us to provide you with our services, and without it, we may not be able to do so.