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PruFolio Risk Managed Range

Transform your client's investment universe. 

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Lifetime allowance: The Facts

In this article the Technical team explains the facts and figures behind Lifetime Allowance.

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Suitability Reviews Webinar

On 20th May, Vince Smith-Hughes and Rory Percival will be discussing Suitability Reviews.

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Latest news articles

Latest PruFund Expected Growth Rate (EGR) performance announcement – May 2019

We are pleased to confirm that the Expected Growth Rates (EGR) remain unchanged for the next quarter. The EGR is the annualised rate which will be applied daily to increase the unit price of the fund. They are set quarterly by the Prudential Assurance Company Ltd (PAC) Directors, having regard to the expected long-term investment return (up to 15 years) on the assets of the funds.

19 minute read

Five Star ratings from Defaqto for our Retirement Account

Our Retirement Account has been awarded five star ratings from Defaqto for personal pension and drawdown.

1 minute read

Retirement Account Series E - March 2019 PruFund Investment Date information

There are no Unit Price Adjustments applying at this PruFund Investment Date.

2 minute read
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Oracle Live Webinars

Recorded and upcoming Webinars, covering a wide range of topics, available through our Oracle Live Hub.

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Get CPD with webinars

See the latest CPD-accredited webinars through our Oracle Live programme. There's a wide range of topics on offer. 

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Paraplanner hub

Resources for Paraplanners. Get quick access to guidance, tools and information for common tasks in one place.

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