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:
When accessing the Customer Search you should enter the policy number without any zeroes at the start of the plan number. For example, for plan number 003868/0012345670, enter 3868/0012345670. Please note that Annuity copy statements will not be displayed until about fifty days before the Anniversary of the plan. For new customers, this means fifty days before the first Anniversary.
The Client list will show plans with an anniversary date in the next month . You can change this default by changing the "End Date" and clicking "Select" to change the search dates.
The Client list will show all currently available Annuity copy statements under the agency number you use to access Pruadviser. You can show copy statements for plans under a different agency number registered to you by clicking "Change Adviser" and entering the agency number you want to use. Once you have updated the agency number, the Client list and Customer search will return available copy statements for that agency number.