Prudential Investment Plan

To meet today's challenging and ever changing financial services market, Prudential have developed the Prudential Investment Plan (PIP).

What does PIP offer?

PIP provides you with the freedom to shape parts of the product charging structure, so you can:

• Negotiate the level of commission to be paid
• Choose dates as to when the commission is to be paid

This approach will allow you to reflect the type of service model you wish to provide to your different clients.  For example, you can control, vary and adapt:

• Initial Commission - Initial Charge or Establishment Charge options
• Trail Commission

You can take a combination of Initial and Trail Commission, with the maximum level being equivalent to 8% initial commission.  For more information on commission options please see our Fast Facts document PIPS10006.

A complete fund range

Our fund range is carefully chosen to help meet your business' needs so that you can offer your clients a dynamic mix of:

• multi-asset funds such as our PruFund Cautious range (with an optional guarantee available for just 0.5% p.a. for a limited time); and
• NEW - Dynamic Portfolios which give you access to a unique combination of experts for asset allocation and fund selection. Prudential's PMG working with OBSR to provide a choice of 5 risk managed portfolios. Find out more information
• our PruSelect range, which includes some of the most popular funds in the market.
• Additional Fund Choice - over the years we have built a range of funds to meet different needs. These include funds from both Prudential and external fund managers.

More Information

If you'd like more information on PIP please speak to your usual Prudential contact or you can access the link on the top-left of this page to obtain literature sales aids and brochures, receive an illustration or even submit business online.