For UK Financial Adviser only - not approved for use by retail customers. Visit our customer website.
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Investments

Prudential Investment Plan

The Prudential Investment Plan is a single premium investment bond that allows your clients to invest in a wide range of funds

  • Investment choice
  • Guarantees available which could suit your clients' needs
  • AMC discounts
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Prudence Inheritance Bond

Prudence Inheritance Bond is a discounted gift plan with a difference. Its design can provide some valuable benefits:

  • A natural income stream
  • The option to save this natural income for future use
  • Potential income tax benefits
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Prudential Onshore Portfolio Bond

The Prudential Onshore Portfolio Bond combines the advantages of a wide choice of assets available from a platform with the taxation and trust benefits of an onshore bond.

  • Comprehensive investment choice
  • Inheritance tax planning options
  • Tax benefits of a bond with the investment flexibility of a platform
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The Prudential ISA

The Prudential ISA is provided by Link Financial Investments Limited, who is the ISA Plan Manager. Link Financial Investments Limited is responsible for all regulatory and legal aspects of the ISA and the provision of all customer services, including issuing contract notes, statements and other post-sales communications.

  • Access to our highly successful PruFund funds
  • Can invest in a range of OEIC funds
  • Adviser charging facilitated through the Prudential ISA
  • Minimum of £500 initial investment or transfer and/or £50 regular monthly payment
  • Ability to submit business online
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OEIC Fund Range

The OEIC fund range offers your clients access to funds that invest in a range of different asset types and risk appetites to help meet your clients' needs.

  • Invest from £500 lump sum and/or £50 each month
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For UK Adviser Use Only - Not Approved For Use With Clients