Flexible Investment Plan

The Flexible Investment Plan (FIP) provides a wide range of investment options including:

• Multi asset funds, including our PruFund and PruFund Protected Fund Range
• Dynamic Portfolios
• PruSelect range of external funds
• Additional funds covering a broad spectrum of fund management styles

Further information on our investment proposition can be found in our Funds section.

The Plan is simple to administer, and has a choice of additional features. We offer the Flexible Investment Plan with an initial charge and a no initial charge option. Both come with a wide range of investment features.

In a nutshell the Flexible Investment Plan offers:

• A single investment solution for current and ongoing needs
• A range of funds to meet the more cautious attitudes of many clients during challenging economic conditions
• A range of guarantee terms for both PruFund Protected Cautious Fund and PruFund Protected Growth Fund, where the guarantee will only apply at the end of the selected guarantee term (the Guarantee Date)
• Diversification, achieved by spreading risk over a number of funds, strategies and managers
• Confidence in our competitiveness and potential performance - we will be monitoring the performance of each Fund Manager on behalf of investors, helping to ensure that our proposition is meeting their expectations

For more details about our Flexible Investment Plan, please take a look at our commonly used literature, or talk to your Account Manager.