We no longer offer services for the Legal & General Portfolio Bond or insured funds (for more information on what we mean by insured funds view our Questions and answers document) within the Legal & General Portfolio Plus Self-Invested Personal Pension (SIPP) and Portfolio Plus Pension through the Aegon Platform. 

We’ve provided some questions and answers below to help answer any questions you may have, including where to find valuations for your Legal & General Portfolio Bonds and pensions.

We wrote to you earlier this year to inform you of the changes based on the Legal & General product(s) you hold. You can find copies of each of the letters below. There’s also a copy of the Questions and answers document, including information around how the changes will affect the Aegon Platform annual charge. You can also view a copy of the new terms and conditions supplement for the Legal & General pension products that are effective from 1 July 2019.

There are no changes to the actual bond and pension products - Legal & General are continuing to provide their normal services and invest your money, just as they do now. 

Questions and answers

Why can't I see my Legal & General Portfolio Bond and/or my Legal & General pensions?

The Aegon Platform no longer provides services for the Legal & General Portfolio Bond and for insured funds in the Legal & General Portfolio Plus Pension and SIPP. These products have been removed from the Aegon Platform. There are no changes to the actual products and Legal & General is still the provider of the products. 

For a valuation of your Legal & General Portfolio Bond or insured funds in the Portfolio Plus Pension or SIPP go to Legal & General's MyAccount portal.

Why has the value of my Legal & General Portfolio Plus SIPP reduced?

Any insured funds have been removed from the value of the SIPP that we show on the Aegon Platform. This is because we no longer provide any services on the platform for the insured funds in the SIPP. We now show just the value of the collective funds (for more information on what we mean by collective funds view our Questions and answers document) on the Aegon Platform that are invested in the SIPP. 

For a full valuation for your Portfolio Plus SIPP go to Legal & General's MyAccount portal.

Where can I find more information on my Legal & General Portfolio Bond and/or my Legal & General Portfolio Plus Pension and SIPP?

You should contact Legal & General for all queries.

You can contact them by telephone on 0345 026 0003 (Monday to Friday 9am to 5pm) or write to them at the following address:

Legal & General Assurance Society Limited

PO BOX 5457

Hove

East Sussex

BN52 9GG

For a valuation of your Legal and General Portfolio Bond or insured funds in the Portfolio Plus Pension or SIPP go to Legal & General's MyAccount portal.

What services are available for the Legal & General Portfolio Plus Pension or SIPP on the Aegon Platform?

The Aegon Platform provides the following services for the collective funds invested into the Legal & General Portfolio Plus Pension or SIPP on the Aegon Platform:

  • Daily valuation of all investments and a breakdown by fund.
  • Valuation included in the quarterly Aegon Platform statements.

For all other services, including top ups, please contact Legal & General on 0345 026 0003 (Monday to Friday: 9am to 5pm) or write to them at the following address:

Legal & General Assurance Society Limited

PO BOX 5457

Hove

East Sussex

BN52 9GG

Will the fixed annual charge I pay for the Aegon Platform be affected by the changes made to the services for the Legal & General products?

No, you'll continue to pay the same percentage.

Who do I make cheques payable to, to make an additional payment in the Legal & General Pension or SIPP on the Aegon Platform?

Please make cheques payable to 'Legal & General' and send them to the address below.

We’ll return any cheques that are sent to us. Please note, Legal & General will use the date they receive your cheque to process instructions and additional investments.

Legal & General

PO BOX 5457

Hove

East Sussex

BN52 9GG

Can I make regular payments online for my Legal & General Portfolio Plus Pension or SIPP?

No. For more information contact Legal & General on 0345 026 0003 (Monday to Friday: 9am to 5pm) or write to them at the following address:

Legal & General Assurance Society Limited 

PO BOX 5457

Hove 

East Sussex

BN52 9GG

Can I carry out transactions online on the Aegon Platform for my Legal & General Portfolio Plus Pension or SIPP?

For an investment instruction or surrender complete the form.

For all other transactions contact Legal & General on 0345 026 0003 (Monday to Friday: 9am to 5pm) or write to them at the following address:

Legal & General Assurance Society Limited 

PO BOX 5457

Hove 

East Sussex

BN52 9GG

Alternatively, you can find out more information on Legal & General’s website.

Can I make additional payments to my Legal & General Portfolio Plus Pension or SIPP online?

No - you're not able to make additional payments to your pension online.

The Adding to your plan guide from Legal & General contains information on how to make additional payments to your Legal & General Portfolio Plus Pension or SIPP. 

To change any payments that your employer currently makes, use the Employers Contribution Authority form

Alternatively, you can find out more information on Legal & General’s website.