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Flexible Investment Plan

The Flexible Investment Plan (FIP) provides a wide range of investment options including our own multi-asset funds, our NEW Dynamic Portfolios, the PruSelect range of external funds, and 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
  • 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

The value of an investment may fluctuate and is therefore not guaranteed. Your client may not get back the full amount of their investment. For investments in the With-Profits Funds, the value of the Policy depends on how much profit the Fund makes and how we decide to distribute it.

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


Commonly Used Literature


Adviser guide to Dynamic Portfolios [539k]

FIP Adviser Guide [461k]

FIP Key Facts [76k]

OBSR and PMG working together Sales Aid [115k]

A Very Big Proposition (in a very small guide) [190k]

Introducing Dynamic Portfolios [60k]

Investment Expertise [164k]

Using Dynamic Portfolios can save you time [105k]

Dynamic Portfolios Sales Aid [260k]

For UK Adviser Use Only - Not Approved For Use With Clients