Annuity Copy Statements

Income Choice Annuity and With-Profits Pension Annuity Yearly Statements

To support our commitment to you to supply relevant information you will be able to search for, view and print a copy of your clients' most recent yearly statement. This means that all of the information within the client's statement, including income details and the Smoothed Return announced/Bonus declared, is always available to you.

The Client List screen allows you to view all your clients' yearly statement information which includes the income details for each Annuity, based on the Bonus declared or the Smoothed Return announced at the latest anniversary date. From this screen you will also be able to print a PDF version of the statement if required. A paper copy of the statement will continue to be sent to your clients' home address.

There are two methods of accessing these details:

• Customer Search: You can search for an individual client by using one of their plan numbers if known, or by using the client's details such as name, date of birth and/or postcode. Either option will return a list of all policies that the client has with Prudential. From this list, you can select the appropriate Annuity policy and follow the links to obtain the statement details. To use this option, select the "Customer Search" button above.


• Client List: You can obtain a list of all your clients who have an Income Choice Annuity or With-Profits Pension Annuity. This list can be selected by a date range based on the anniversary date of the policy, and the results will be displayed in that order. By clicking the 'Download file' button, you will be able to view further details relating to each individual annuity. The list is displayed in a file in '.csv' format showing policies within your chosen date range. You will be able to open the file or save it to your computer. The file can be opened with Microsoft Excel or other similar software. You can obtain the statement details for any policy on the list by selecting the appropriate annuity number/reference. To use this option, select the "Client List" button above.