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: firstname.lastname@example.org – 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.
|Prufund Investment Plan||Prudential Investment Plan|
|Distribution Bond||Prudential Abbey National Bond|
|Flexible Investment Plan||Prudence Managed Investment Bond|
|Prospects Bond||Prudence Establishment Charge Bond|
|Prubond||Capital Investment Portfolio|
|Prudence Bond||Prudential Flexible Investment Plan|
||Vanbrugh Life products – CIP , FIP, PH Launch Bond, Private Portfolio|
|Extrapension||Ex M&G - Employed Personal Pension Plan|
|Extrapension Term Assurance||Ex M&G - Employed Personal Retirement Account|
|Flexible Retirement Plan||Ex M&G - Flexible Pension Plan|
|Flexible Retirement Portfolio||Ex M&G - FSAVC|
|Flexipension||Ex M&G - Guaranteed Pension Plan|
|Free Standing AVC Plan||Ex M&G - Law Society Retirement Plan|
|Flexible Income Drawdown Plan||Ex M&G - Managed Income|
|Indepension||Ex M&G - Personal Pension Plan - Self Employed|
|Pension Choices Plan||Ex M&G - Personal Transfer Plan|
|Personal Pension Plan||Ex M&G - Self-Employed Personal Pension Plan - recurring single & regular|
|Personal Pension Policy||Ex M&G - Self-Employed Personal Retirement Account|
|Personal Retirement Investment Plan||Ex M&G - Society of Authors|
|Self Employed Deferred Annuity||Ex M&G - Term Assurance Flexible Pension Plan|
|Stakeholder Personal Pension Plan||—|
|Trustee Investment Plan||—|
|Premier Section 32 Plan (Post 31/12/2002)||—|
|Premier Section 32 Plan (Pre 31/12/2002)||—|
|Section 32 (Series A)||—|
|Section 32 Buy Out (Individual)||—|