Our dedicated experts
We have dedicated experts to assist you and have refined our team structures in some areas to make doing business with us easier.
Find out about our specialist teams and meet some of our experts below.
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NEW Technical Helpline
- Our Technical Helpline Team can help you with generic technical queries, tax issues relating to life and pension products, trusts, pensions legislation, detailed fund information and comparisons.
In addition, the Technical Helpline team are now backed up by a team of specialists (Product & Sales Technical Team) who are on hand to work with you on complex cases and potential client planning strategies.
This specialist team has over 90 years' combined experience and provide expert support in the more detailed and complex areas of financial planning, across a range of expertise:
- Tax issues relating to financial planning
- Trust and estate planning
- Pre and post retirement planning
Adviser Service Centre
- Our Customer Service Associates are highly trained to handle all life and pensions products across a range of transactions. This provides a quick and dynamic service where your enquiry is answered straight away without being passed from department to department.
- All enquiries are directed to real people who are able to help you with a wide range of servicing enquiries, from illustrations, vesting quotes, commission queries, fund switches to something as simple as turnaround times.
- We take on board your feedback to help improve our service for you and your customers.
Annuities Contact Centre
- The Annuity Contact Centre deals with annuities through presale, acceptance and the servicing of policies in force.
- We receive requests by telephone, fax, post or email.
- All Enhanced Annuity requests are underwritten within our department and most decisions are made within 24 hours.
Business Consultancy
- Our team of business consultants are dedicated to helping you grow your business.
- They work in partnership with you to ensure your business is able to adapt to the challenges of an ever-changing environment.
- They are able to take an objective approach to your business and can provide expert guidance in areas such as developing your business plan, creating a profitable charging structure, managing your client bank and developing a client proposition.
- They can also advise on effective recruitment and practice sale or succession if this is the direction you're looking to take.
When it comes to achieving success with your business The PruConsulting team concentrate on 5 critical areas:
- Change - because we all have to face change, manage it and adapt our business accordingly.
- Focus - because only by identifying and focusing on our business priorities can we ultimately seek success.
- Support - because this provides us with ideas, strength and encouragement to see us through the difficult and challenging decisions.
- Growth - this could be growth in size, turnover, profit, knowledge or experience - all of which are exciting developments for you and your business.
- Delivery - because our businesses need to deliver a return for our endeavours to our clients, our employees, our families and ourselves.
Business Development Team
- Our Business Development Managers (BDMs) are experts in pensions, income drawdown, annuities, onshore and offshore investments and tax and trusts.
- Our BDMs provide sales angles and opportunities to help you develop solutions for your clients. They all possess a high degree of technical expertise in their specialist fields.
- They are also experts in our own products and solutions and can support you on complex cases.
eBusiness Consultants
- We are one of only a few insurance companies that have a specialist eBusiness team to support advisers.
- Training and help is provided over the phone, by 'Webex' webinars and in person.
- We provide free regular, training sessions on how to use our online services.
E-business Helpdesk
- We have a dedicated eBusiness Helpdesk for queries on accessing and using pruadviser.co.uk and pru.co.uk and our online services.
- If you're unsure of your Prudential agency account number(s) our eBusiness Helpdesk can also provide these.
- You can call us on 0808 234 5200 between 9am and 5pm Monday to Friday, and with the 'Queuebuster' phone system, you'll not have to sit on hold. We'll call you back when we get to your place in the queue.
- You can also email us at pruadviser.helpdesk@prudential.co.uk.
Income Drawdown Service Team
- We have a team of dedicated drawdown specialists who handle all new business and post-sale enquiries.
- Many of our experienced staff have been working on Income Drawdown for a long time, and were involved in the development of our current product.
- Speak to one of our experts in the team by calling 0808 234 2372 available Monday to Friday, 9am to 5pm.
- In addition, we have a technical helpline to assist with complex queries.
Regional Sales Unit (RSU)
We provide a strong 'Power of 3' team to support your sales needs - a Regional Account Manager, Telephone Account Manager and Sales Support Executive.
- RAM: Face-to-face account managers with strong technical knowledge, working in partnership with you to identify sales opportunities. They are able to provide regular product and market updates as well as attend office meetings.
- TAM: Providing real time sales solutions to meet your clients' needs, whilst helping identify sales opportunities. Like Regional Account Managers, they are specialists in Prudential's proposition.
- SSE: Third point of contact with strong understanding of Prudential's proposition. They can provide updates on new business, arrange Account Manager appointments and take seminar bookings.
Pensions Transfer Team
- We have a dedicated team who secure transfer values and deal with the ceding provider, making it easier for you to transfer your client's pension or income drawdown into our Flexible Retirement Plan.
- We offer a fast and efficient service, alongside technical expertise. A team member will be assigned to your case to see it through to completion.
- We'll typically transfer your client's pension funds to our Flexible Retirement Plan in an average of just 11 days, for cases over £50,000.
- Our Transfer Value Analysis System (TVAS) gives clear guidance on the implications of transferring your client's benefits, including the critical yield required to support the switch.
- Our TVAS can analyse DB to DC transfers and DC to DC transfers for consolidations as well.
Tools & calculators
