my account - legal and generaljan 18, 2021 · last updated 18 january 2021. my account makes it...

My AccountHandy Guide

Last updated

18 January 2021

My Account makes it easy to

manage your Legal & General

products online.

It’s simple, secure and informative,

helping you to plan more

effectively for the future.

Use this handy guide to see what’s

available in My Account.

My Account Handy Guide2

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Table of contents

Introduction 4

How to log in 5

How to retrieve your forgotten login details 6

Portfolio summary page 7

Update my details 8

Workplace pension products 9

Investments (Unit Trusts & ISA) products 10

Life insurance products 11

How to confirm your details (Life insurance only) 14

Home insurance products 15

Pension Annuities 17

Mailbox 20

Support 21


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My Account

• Easy to find the information you need.

• Summary page giving you a snapshot of your products in one place.

• Update my details service so you can keep your contact details up to

date.

• Secure message service so you can contact us at anytime.

• Support available throughout the site to help you ask us a question or

you can search the questions we’re asked most often.


Introduction

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How to log in


Enter your User ID or email address (1). Please note if you enter an email address, this must match the one that we hold on our records.

You can choose to log in by:

A) Entering your password (2)

B) Click “Send me an email to log in” (3)

If you choose to log in with an email you’ll be asked to enter your date of birth (4).

If your details match those on our records, you’ll be sent an email with a One Time Passcode. Enter this onto the verify page and you’ll be able to log straight into My Account without a password.

If you need help with login or registration you can also ask us a question (5).

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How to retrieve your forgotten

login details


If you forget your login details you can get a reminder of your User ID or reset your password without the need to call us.

Simply click ‘Be reminded of your details’ link (1).

Enter your User ID or Email address (2). Please note if you enter an email address, this must match the one that we hold on our records.

Enter your Date of Birth (3).

Click the ‘Reset login details’ button (4).

If your details match those on our records, you’ll be sent an email with a One Time Passcode. Enter this onto the verify page and you’ll be able to reset your login details and log straight into My Account.

If you need help with login or registration you can also ask us a question (5).

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Portfolio summary page


1. Logout and Update my details

2. Links to support if you need help

3. Link to secure messaging

4. Notifications / messages

5. Link to rewards page

6. Link to product details page to

find out more about your product

7. Links to quick actions such as

change collection day or change

direct debit. Please note these

actions change depending on

your product.

8. Additional link to update your

details

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Update my details


Update

• Title/name

• Marital status

• Home phone

• Work phone

• Mobile phone

• Home email

• Work email

• Contact address

• Marketing preferences

• User ID

• Password

All in one place

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Workplace Pension products


Workplace Pension product details

pages:

1. View your Workplace Pensions

at a glance

2. Check your contributions

3. View your documents

4. View your retirement planner

5. Nominate beneficiaries

6. Request to transfer in a

Workplace Pension from another

provider

7. View or change where your

money is invested and much

more, all online

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Investments (Unit Trusts &

ISA) products


Investments product details pages

1. View your investments at a

glance

2. Check your transactions

3. View your documents

4. Top-up or buy additional ISAs or

Unit Trusts

5. Submit requests to sell

6. Switch funds you invest in and

much more all online

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Life Insurance –

overview tab


Life Insurance product details

pages

You can view:

1. Your policy start and end date

2. Amount of cover

3. Monthly premium amount

and much more.

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Life Insurance –

payment tab



pages

1. View payment information

2. Send us a request to change

your direct debit details

3. Change your collection day

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Life Insurance –

documents tab



pages

View your policy booklet and

summary documents here*. (1)

* Note. If you have just taken out your policy

with us, please allow 24 hours for your

documents to show.

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How to confirm your details

(Life insurance only)



pages

On some Life Insurance policies we

may ask you to Confirm your details

(1) as part of our application process.

Please click on the button to confirm

the details you entered on your

application.

If you choose not to confirm your

details you can skip and do it at a later

date convenient to you. (2)

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Home Insurance –

overview tab


Home Insurance product details

pages

View your policy details.

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Home Insurance –

documents tab


Home Insurance product details

pages

View your policy documents.

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Pension Annuities – My

product tab


Pension Annuities product details pages:

You can view:

1. Your estimated next payment (after tax and deductions)

2. Next payment date

3. Payment frequency

4. Tax Code

5. Power of Attorney details

6. Letter of Authority details

7. Useful links to help you understand your Pension Annuity better.

8. Contact details for HMRC should you have any questions about tax.

9. Common frequently asked questions

10. Send us a secure message

11. Contact us details should you need to give us a call.

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Pension Annuities – Payments

and Tax tab


Pension Annuities product details

pages:

You can view:

1. Payment details such as Name

on account, Account number,

Bank account and sort code

2. Guidance is available how to

change your bank details

3. View your payment history1

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Pension Annuities –

Documents tab


Pension Annuities product details

pages:

You can view:

1. Your document library (payslips

and P60s)

2. A helpful video is available

explaining what a P60 is

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Mailbox – send secure

messages


You can send us a secure message

through My Account.

Common frequently asked

questions are also available here.

These appear once you’ve selected

your product and category above.

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Support


If you need help or want to ask us a

question you can at any point:

Click on the ‘Support’ link in the top

navigation (1).

Or

Click on the ‘Help’ button on the

bottom right (2).

Both of these options are available to

you throughout the site.

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Support


After you click on the ‘Support’ top

navigation link or green ‘Help’ button

the support widget will open up on the

right hand side (1).

We will show personalised content

such as:

- Name (2)

- Products available for selection

based on what you hold with us

(3)

- General (non personalised) help is

also available (4)

If ever want to close the support widget

down you simply select the ‘X’ button

(5).

Above: Support widget enlarged

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Support


For certain products the new support

widget has intelligent functionality

where you can ask us a question.

A list of common questions is available

for you to select (1).

We then show you what you have

chosen (2).

An automatically generated answer is

then provided (3).

We also ask you to rate the answer

given whether good or bad (4). This

helps us improve your experience.

If you still need to contact us for help a

button is available (5).

You can also type in another question

if you wish (6).

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Support


For other products / general help

that doesn’t have the intelligent

functionality:

You can use the search bar to type

in a question (1).

Based on the text being entered in

the search bar we will pre-populate

your question asked and provide an

answer (2).

There is also a list of common

questions available to select (3).

If you still need help a contact us

button is available (4).

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Support


A new feature we have added is we

can ask you for feedback on whether

your support question was answered.

This will be invaluable and help us

improve your experience.

You can rate whether the answer we

provided was helpful or not by using

the thumbs up/down buttons (1).

If you wish to leave us a comment you

can do so after clicking the thumbs

down (2).

The comment is then sent to us when

you click on the ‘Ok’ button (3).

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Any questions

or feedback?

Contact us:

[email protected]
