Gallagher Guide vs BB Wills

The Gallagher Guide – Pensions app* provides a simple, convenient one stop shop designed to support members all the way from employer onboarding to retirement. What can I do within the app? - Login easily and securely using biometric security features - View and update your contact details - View information about your active or deferred defined benefit (DB) pension - Run instant benefit quotations (subject to availability**) - View and monitor the current value of your DC pension - Track historic DC fund performances - Update your expression of wish - Raise new queries and track its progress - Access pension payslips - Update your pension payment details How do I get started? To get started, you must be a member of a scheme administered by Gallagher. You can easily login using the same login details as our portal, entering the sponsoring employer name as the Client ID. Once logged in you can choose to enable biometric authentication for easy access in future. Need help? Our dedicated member experience team is on-hand to support with any questions. Simply call your scheme helpline for assistance. Additional Information *Provided by Arthur J Gallagher & Co (AJG) **The ability to run benefit quotations is dependent on your scheme rules and Trustee consent

The Legacy Portal app helps you keep track of your assets and their value. Record details of properties, pensions, investments, bank accounts, insurance policies etc, to maintain your asset portfolio. Categorise your assets, describe them, record account details, assign values and define the ownership—all within the secure Legacy Portal app. Once you have recorded your assets, it’s easy to update the values and see the total of your overall portfolio. You can keep a history of the updates too. If you choose, you can share your asset data securely with your partner, your family and trusted advisors. This makes light work of listing your assets so that a financial advisor or will writer, for example, can help with recommendations and guidance. Legacy Portal —easy, safe & secure.