Here's a step-by-step guide to help you access your Legal & General pension pot:

  1. We'll send you an Options pack if you're approaching your selected retirement date, or you can contact us to request one. This pack gives you details of the options available to you and the associated risks. The pack will also include a Request for Further Information and Risk Warning Questions document. You'll need to complete the Risk Warning Questions and send these back to us. Please note that we can only proceed with your request to access your pension pot if you’ve fully completed the Risk Warning Questions. This is a requirement by the Financial Conduct Authority (FCA) to ensure you get the right information to help you make an informed decision.

    If you want to request an Options pack, you can either email us at or call 0370 060 0784. Call charges will vary. We may monitor and record calls. If you're contacting us by email, please remember not to send any personal, financial or banking information because email is not a secure method of communication.
  2. Once you've decided and told us which option(s) you'd like more information on, and you've answered the Risk Warning Questions, we'll send you a payment pack with details specific to the option(s) you've chosen. You will also receive a Risk Warnings document, based on how you answered the questions in the first stage. You'll need to complete all the relevant documents, including the Payment Instruction Form, and return them to us.
  3. When we have all of our requirements, we'll action your request and send you confirmation.