PruAdviser Online Services ​for Retirement Account will be unavailable from 16:00 on Saturday 21st May until 09:30 on Sunday 22nd May for essential website maintenance. We apologise for any inconvenience caused.

Online services

We can help you manage your clients business online.

You can access a range of online services, from illustrations and new business submission, to valuations and withdrawals.

Product Illustrations* Apply online New business tracking Valuations** Fund switching Withdrawals**
Prudential Investment Plan Yes Yes Yes Yes Yes Yes

*Standard illustrations can be created online for the following investment bonds; Prudential Investment Bond, Prudence Bond & Flexible Investment Plan but there are some exceptions, where you may need to speak to your Prudential Account Manager:

  • Where regular income is being selected to come from one fund only and not all funds, additional explanatory wording will not currently show as standard, so you may want to contact us for a quote in this scenario.
  • There’s a limit on the name fields, no more than 18 characters can be input, and special characters can’t be facilitated when illustrating online. You can quote online, but the name you input will need to be abbreviated; or you can contact us and we can provide you with a quote.
  • Where a Discounted Gift Trust (DGT) illustration is required please contact us so we can provide a discounted factsheet.
  • Certain top up illustrations cannot be completed online and you will need to contact us for these:
    • Topping up a policy where some of the segments have been assigned/cashed in
    • Topping up into With-Profits on a Prudential Investment Plan

** Please note there’s certain criteria that applies, which may mean the bond is not eligible of this service.

Legacy products

For information on which online services are available for legacy products, please visit our online services page.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.