Onshore bonds and others
Latest updates and changes to processes can be found in the sections above, including:
- Annual Benefits Statements - adviser copies switch-off for legacy products
- Latest update on Discounted Gift Trust (DGT) new business
- Signatureless process for onshore bonds* and
- How we can help you manage your client business online
* You should be aware that the signatureless process applies to new business, fund switching and withdrawals
Bond withdrawals should be processed online, where possible. Otherwise the signatureless process is available.
You can find our online bond withdrawal tool here.
For existing business
We have dedicated teams who can provide immediate assistance for valuations, withdrawals, and who can guide you how to process existing business transactions or make claims. They can help you with any general servicing query. For contact numbers and emails go to: pruadviser.co.uk/about/contact-us/
You can find our online bond withdrawal tool here
Market Updates and Covid-19 Response
We understand that both you and your clients are facing into unprecedented challenges like never before. Our new hub provides guidance and information to support you through this difficult time.