L&G launches annuity tracking service for advisers

First phase of digital investment

Hannah Godfrey
clock • 1 min read

Legal & General (L&G) has launched Track My Apps, a service to support advisers moving clients from fixed-term annuities to lifetime annuities.

The insurance giant claimed the tracking service, which is provided by fintech company Origo, was the first of its kind in the market. It also said the technology would help advisers to save time, with the online system enabling them to track the progress of client applications from when they were first loaded onto L&G's system to the point where they are accepted. Advisers will be able to see detailed progress of their clients' pension transfers online, the group added, which should help them manage their clients' expectations while reducing the need for phonecalls to check on an app...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Retirement

Royal London introduces CRP framework to help advisers

Royal London introduces CRP framework to help advisers

Support when developing retirement income strategies for clients

Jenna Brown
clock 29 January 2026 • 1 min read
Just Group sees fall in retirement income sales as takeover approaches

Just Group sees fall in retirement income sales as takeover approaches

Brookfield Wealth Solutions to takeover during first half of the year

Isabel Baxter
clock 20 January 2026 • 2 min read
Shifting pension rules 'eroding trust' and 'hindering' retirement confidence

Shifting pension rules 'eroding trust' and 'hindering' retirement confidence

Speculation on rules hitting confidence across every age group

Sahar Nazir
clock 17 November 2025 • 2 min read