Our service strengths

Following your feedback, all of our intermediated customers and adviser calls are now all dealt with in the UK.

New business processing and ongoing administration

• NEW - Single FRP application form for our Flexible Retirement Plan for transfers, regular and single contributions.
• NEW - Optional transfer consolidation service meaning you only receive one set of paperwork for all transfers and one commission payment, where possible.
• Pre-populated applications for existing clients available on request for our Flexible Retirement Plan (FRP) and Income Drawdown plans to save you time.
• Online new business submission and illustrations available from pruadviser and can be retrieved from the industry portals saving you time as there's no re-keying of data.
• Specialist SIPP servicing supported by Suffolk Life.
• We are one of the founding members of the Origo Options system, which has reduced transfer times.
• Quick and easy automatic payment of tax-free cash to your income drawdown clients.
• Our 'New Business' team will make a courtesy call to you within 24 hours to confirm receipt of your client's Income Drawdown application.
• Our free TVAS offers clear guidance on the implications of transferring your clients' benefits.
• Dedicated Escalation Service Team to support your Account Management Team in resolving the small number of cases that need attention.

Electronic business support

• NEW - Information only letters of authority allow access to full details for your clients plans online.
• NEW - Combined online personal pension valuations.
• NEW - Online fund switching facility for pensions.
• Access to your clients' policy information online - ability to filter information and track applications.
• Use of electronic verification reducing the need for you to send us birth and marriage certificates.

Commission services

• Quick and secure payment of your commission as soon as your client's plan starts.

Contact support

• NEW - Technical Helpline - we've recruited a team of specialists, available through our Technical Helpline, to work with you on complex cases and offer you support with potential client planning strategies.
• Specialist Transfers Desk offers guidance around the process and deals with the ceding provider. This means your commission is likely to be paid quicker because we see the transfer through to completion.
• Queuebuster means you don't have to hold - we'll call you back when we get to your place in the queue.

See our dedicated specialists here to support you.

Tools and calculators

We also have a range of online tools and calculators to support you.

Following your feedback, all of our intermediated customers and adviser calls are now all dealt with in the UK.

New business processing and ongoing administration

• We're one of the few companies who offer online new business submission and illustrations for annuity applications.
• You can track of all types of new business online at a time convenient to you.
• Prudential is one of the founding members of the Origo Options system, which reduced pension to annuity transfers times to an average of 9.6 days.
• We're one of the few providers to offer fully underwritten enhanced annuity illustrations.
• We achieve a 1 day turnaround on more than 80% of annuity servicing transactions.

Electronic Business Support

• NEW - Online copy statements of our Income Choice Annuity and With-Profits Annuity.
• NEW - We received top 'eee' rating from Money Marketing for our online functionality for Annuities.
• Online new business submission and illustrations for annuities regardless of our the source of the quotation whether it be a portal, pruadviser, contact centres or XML software link - even enhanced cases can be submitted online.
• We now make more use of electronic verification, reducing the need for you to send us birth and marriage certificates.
• Quick and efficient set up and payment of your client's annuity - it could be in payment within 4 days if you submit an annuity application online and the ceding scheme uses Options.

Commission Services

• Quick and secure payment of your commission as soon as your client's plan starts.
• Average 99% turnaround for commission and agency transactions.

Contact Support

• NEW - Technical Helpline - we've recruited a team of specialists, available through our Technical Helpline, to work with you on complex cases and offer you support with potential client planning strategies.
• NEW - Quick and easy secure email system means you can quickly and easily open, read, save and reply to secure emails by entering one password.
• Queuebuster means you don't have to hold - we'll call you back when we get to your place in the queue.

See our dedicated specialists here to support you.

We also have a range of online tools and calculators to support you.

Following your feedback, all of our intermediated customers and adviser calls are now all dealt with in the UK.

New business processing and ongoing administration

• NEW - Improved onshore bonds application form to make process easier (based on your feedback).
• NEW - Improved illustrations and new business online services available, linking directly with the Portals.
• NEW - Single policy schedule for new investments and top-ups (replaces 20 schedules previously supplied).
• NEW - An Adviser working group has been established to review content and layout of bond statements to make the process quicker and easier for you.
• Dedicated Escalation Service Team to support your Account Management Team in resolving the small number of cases that need attention.

Electronic Business Support

• NEW - Seamless, online end to end bond processing from illustration to business submission.
• NEW - New improved new business and illustrations which offer client friendly outputs.
• NEW - Pre-populated bond application and declaration forms online - requiring data input only once and all outputs can be saved as a pdf.
• NEW - Prudential online bond service available from industry portals.
• NEW - 'Information only letters of authority' now allow access to full details of your client's plans online.
• NEW - Online fund switching available for our Flexible Investment Plan and Prudential Investment Plan.
• We received top 'eee' rating from Money Marketing for our online funcationality for unit-linked bonds.

Commission services

• Quick and secure payment of your commission as soon as your client's plan starts.
• Average 99% turnaround for commission and agency transactions.

Contact Support

• NEW - Technical Helpline - we've recruited a team of specialists, available through our existing Technical Helpline, to work with you on complex cases and offer you support with potential client planning strategies.
• NEW - Quick and easy secure email system means you can quickly and easily open, read, save and reply to secure emails by entering one password.
• Queuebuster means you don't have to hold - we'll call you back when we get to your place in the queue.

See our dedictaed specialists here to support you.

We also have a range of online tools and calculators to support you.

New business processing and ongoing administration

New business acknowledgement and vetting service: we acknowledge receipt of any new business application on the same day. We will call you and follow up with an acknowledgement letter the same day detailing any missing requirements, allowing you to get back to the client promptly and speeding up the issuing of your client's application.

Service Charter: a statement of our commitment to excellence in our service delivery to you and your clients. Our Service Charter sets out the high service standards and turn-around times that you and your clients can expect for new business processing and servicing transactions.

Electronic Business Support

• Illustrations
• New business tracking
• Valuations with contract enquiry links

Lower growth rate illustrations are available online (as well as via phone and portals) for all products except Portfolio Account; available on demand for Portfolio Account.

We received top 'eee' rating from Money Marketing for our online functionality for our Prudential International.

Contact Support

NEW - Technical Helpline - we've recruited a team of specialists, available through our existing Technical Helpline, to work with you on complex cases and offer you support with potential client planning strategies.

Dedicated Prudential International call centre: a specialist team to support your enquiries.

Additional Support

Prudential International section of pruadviser: provides comprehensive, easy to use resources to help support and expand your business including:

• online toolkits
• calculators
• technical briefings by our technical specialists - providing commentary on specific international market issues and highlighting advice opportunities

We received a 5 star Defaqto rating for Portfolio Account in 2011.