Annual Benefit Statements – adviser copies switch-off for legacy products

We’ve listened to feedback from advisers about the amount of paper you receive and that you’re just as conscious about the environment as your clients and we are.

With that in mind, from 27 July we’ll no longer be issuing adviser copies of clients’ Annual Benefit Statements for some of our legacy products.

Why are we doing this?

By switching this function off we believe we are saving a significant amount of paper, printing, air, train and road journeys that these currently count towards.

Clients will continue to receive their copy but can, if they wish, switch off receiving postal copies. They can do this by logging on to MyPru - they’ll need to register for this service if they’ve not already done so. 

How do I get the information?

You’ll still be able to view valuations online for the majority of our legacy products. To do this, please visit the online valuations section on PruAdviser.

We appreciate there may be times that you’ll need a copy of the Annual Benefit Statement. So, in these circumstances, you can request these when they’re needed by one of these options:

The routes to receiving a copy are by:

• For an email copy call us: 0808 234 0808  for Income Drawdown please call: 0808 234 2372 (Monday – Friday 9.00am to 5.00pm) 
• For a postal copy email us: contact.us@prudential.co.uk – please note you’ll need to be registered with Pru Secure email. You can register here.

Listed below are the legacy products impacted by this change.

Bonds

Pensions