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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
Confidential
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
My Account Handy Guide3
Confidential
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.
My Account Handy Guide4
Introduction
Confidential
How to log in
My Account Handy Guide5
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
My Account Handy Guide6
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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Confidential
Portfolio summary page
My Account Handy Guide7
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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Confidential
Update my details
My Account Handy Guide8
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
Confidential
Workplace Pension products
My Account Handy Guide9
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
My Account Handy Guide10
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
My Account Handy Guide11
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
My Account Handy Guide12
Life Insurance product details
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
My Account Handy Guide13
Life Insurance product details
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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Confidential
How to confirm your details
(Life insurance only)
My Account Handy Guide14
Life Insurance product details
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
My Account Handy Guide15
Home Insurance product details
pages
View your policy details.
Confidential
Home Insurance –
documents tab
My Account Handy Guide16
Home Insurance product details
pages
View your policy documents.
Confidential
Pension Annuities – My
product tab
My Account Handy Guide17
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
My Account Handy Guide18
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
My Account Handy Guide19
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
My Account Handy Guide20
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.
Confidential
Support
My Account Handy Guide21
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
My Account Handy Guide22
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
My Account Handy Guide23
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
My Account Handy Guide24
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
My Account Handy Guide25
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:
My Account Handy Guide26