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A flexible pension plan to save through single or regular payments, transfer from another pension and take income flexibly.
Single premium investment for trustees of UK registered occupational pension or SIPP schemes.
Access legacy information or servicing documents for pension products that are no longer open to new business.
Access legacy information or servicing documents for annuity products that are no longer open to new business.
Access legacy information or servicing documents for the Lifetime Mortgage that is no longer open to new business.
Find support to help with your disclosure and target market information.
Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.
Explore retirement planning scenarios with Prudential’s Flexible Retirement Plan.
Calculate the recommended pension input amount for your client to help you work out Annual Allowance usage.
Calculate the impact of Emergency Tax on the payment of the uncrystallised fund pension lump sum (UFPLS) and the first payment of drawdown.
Understand the effect of salary sacrifice on your client’s pension – to lower pension contribution costs or increase contributions at the same cost.
Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.
Find out how Annual Allowance could impact your clients – whether the standard annual allowance or tapered annual allowance applies, as well as the amount of unused allowance and carry forward.
Find out if your client could extract profits from their business in a more tax efficient way and how.
Explore client retirement scenarios
Use our Retirement Modeller to explore scenarios and to create graphs and tables for your reports.
A single premium investment bond that allows your clients to investment in a wide range of funds.
The Prudential ISA combines tax-efficient investment with access to the PruFund funds and Open-Ended Investment Company (OEIC) funds.
An international bond that has the potential for good returns while minimising any tax liability.
A product that offers your clients a wide range of investment choices, combined with international taxation benefits.
A discounted gift plan with the potential to reduce your clients' liability to Inheritance Tax and offers the opportunity for gifted capital to grow while they take income.
Offers your clients access to funds that invest in a range of different asset types and risk appetites to help meet their needs.
The bond combines the advantages of a wide choice of assets from a platform with the taxation and trust benefits of an onshore bond.
Access legacy information or servicing documents for investment products that are no longer open to new business.
Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.
Discover how the returns compare, in general, between onshore bonds, offshore bonds and collective investments such as unit trusts and Open-Ended Investment Companies.
Demonstrate the accumulated fund value achievable over a period of time through investing, and the investment required by a client to reach their savings goal.
Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the portfolio account.
The MiFID II costs and charges rules require investment firms to give clients costs and charges disclosure for relevant investments. We’ve come up with a calculator which does all the number crunching – so you don’t have to.
Learn about our Retirement Account
The Retirement Account offers a wide range of investment choices to help you save and invest for your retirement in a tax efficient manner.
Allows your client to put a lump sum into trust for their beneficiaries while retaining the right to regular payments.
Allows your client to access a capital sum, while any growth on their investment is outside of their estate.
Provides an Inheritance Tax planning solution for clients who want to make an outright gift in a tax-efficient way.
Provides a way of protecting offshore bond investments or UK OEICs from Inheritance Tax liabilities if your clients are UK residents, but not currently UK domiciled or treated as UK domiciled.
Allows your client to grant their beneficiaries quick access to the bond following their death.
Estimate the potential discount which your client may receive with a Discounted Gift Trust.
Is your client planning to place an investment into trust? Find the correct application form and trust form with tips on how to complete them.
Calculate potential Inheritance Tax liabilities when establishing a discretionary Gift Trust, discretionary Discounted Gift Trust or discretionary Loan Trust.
Calculate Inheritance Tax liability
Use our Inheritance Tax calculator to estimate your client’s potential liability.
PruFund funds aim to grow your client's money while giving them a smoothed investment experience.
Each fund is designed to spread investment risk by investing in a range of different assets, while smoothing some of the extreme ups and downs of short-term investment performance.
A range of portfolios to help target different levels of risk and potential return.
Globally diversified, multi-asset funds that aim to meet a range of investment objectives.
A tool provided by Funds Library that shows the funds available to your clients and the performance of specific funds.
Expected Growth Rates, Historic Expected Growth Rates and Historic Unit Price Adjustments for our range of PruFunds.
View the Key Information Documents that are provided for some products, and the funds that are available to new investors through these products.
Annual bonuses rates for our With-Profits Fund.
Regular and Annual Bonuses that have been added to our range of With-Profits investments.
Information on With-Profits Fund smoothed returns for Income Choice Annuity customers.
All documents, forms and other literature for funds.
The rates and yields for income through dedicated Distribution Income Funds within Prudential Investment Plan and Flexible Investment Plan contracts.
Past performance graphs of some of the funds available from Prudential.
With expertise and strength in depth PPMG set the overarching strategic asset allocation framework for the multi-asset fund range.
PPMG is one of the most well-resourced multi asset teams based in the UK. It has access to investment professionals worldwide.
Key points and considerations to keep in mind when advisers are assessing a multi-asset manager.
PPMG's fundamental approach, supported by the considerable financial strength of Prudential, is to operate as long-term investors
View a summary of all PPMG information
Get facts on funds
Our fund factsheets give detailed information about the fund your client has invested in.
Produce illustrations and applications for new business and top ups.
Check the progress of new business applications with daily updated tracking information.
Produce illustrations and group valuations for legacy pension products.
Make changes, manage and service your client's existing policies.
View remuneration history, reporting and tools for the Retirement Account.
How to access Online Services with a secure service and an agency number.
How to set up an agency registration to do business with Prudential and administer your account.
The back office systems (client management systems) that link real-time data linked with a number of our services.
Details on accessing illustrations and new business submissions through industry-leading comparison portals.
We’ve improved the information we show customers on charges and expenses in our illustrations on all products offering our PruFund Funds and Unitised With-Profits Fund.
Retirement Account services are online
Use Online Services for Retirement Account illustrations, new business submissions and valuations.
All articles, videos and webinars.
Videos on regulations, legislation, business development, investments and the economy through the Knowledge TV hub.
Recorded webinars and forthcoming webinars through the Oracle Live hub.
Articles in editions of Oracle Technical and Oracle Quarterly.
With a wide range of investments, wrappers and tools we try to help make your planning job easier.
Articles on regulation, legislation and more.
Useful resources for paraplanners. Get quick access to guidance, tools and information for common tasks in the one place.
All documents and forms for products and funds
All document and forms for products and funds.
Key Information Documents for some products and the funds available through those products.
Product literature ranging from key features documents to terms and conditions.
Funds literature ranging from guides to factsheets.
Forms for new applications.
Forms to make changes, such as top ups.
Resources to help you make the sale.
We commission a number of internal and external case studies, research guides and reports focusing on a range of topics.
Our Technical team look at Inheritance Tax and cover subjects including Pensions and Trusts.
Taxation of Investment Bonds, covering chargeable events. Top Slicing Relief and more.
Looking at Pension Contribution including Tax Relief on Member Contributions.
Answers to questions from Advisers on a wide range of topics.
Looking at Retirement Income including Lump Sums and Death Benefits.
A look at various tax allowances (Lifetime Allowance, Annual Allowance etc.) and income tax allowances (personal allowance, etc).
Covering all topics Transfers, including DB and DC transfers.
View a summary of the technical content.
Content on how to improve the performance of your business.
View a summary of business development tools, guides and content.
To ensure the laws overseeing data security and usage are fit for purpose, European regulators have created new rules to protect individuals’ data.
What should you talk about when it comes to life events?
As your clients go through life their circumstances change - so might their priorities for the future.
The latest and past issues of Oracle Publications for structured CPD.
Full playlists on technical topics for structured CPD.
Past Oracle Live recordings and forthcoming webinars for structured CPD.
Answer questions and get a certificate for structured CPD.
A summary of CPD content and resources.
Useful resources for paraplanners. Get quick access to guidance, tools and information for commons tasks in the one place.
Sign up for articles and updates by email
Get Oracle Technical and Oracle Quarterly stories as well as Oracle Live webinar updates direct to your inbox.
Understand the funds available to your clients or check the performance of specific funds with a tool provided by Funds Library. Please remember that past performance isn’t a reliable indicator of future performance.
View fund information
Save as a pdf or Excel file
Use the Fund Reporting Tool
You can narrow down the funds or find a specific fund by searching using:
The tool can provide you with a range of information:
The tool gives you the ability to:
You can save the information on pages as a pdf or export it to an Excel file.
We’ve created a guide to using the tool (PDF) and a guide to understanding fund factsheets (PDF).