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A flexible pension plan to save through single or regular payments, transfer from another pension and take income flexibly.
A personal pension plan with SIPP and flexi-access drawdown options designed to help your clients save for retirement while meeting changing circumstances.
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.
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.
Understand how pension contributions could impact your client’s tax position.
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.
Our ISA is online
Apply for the Prudential ISA, track application progress for all your clients and view valuations for existing clients online.
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 range of funds that have been hand-picked by independent investment research company, Morningstar, for their growth potential.
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 from 1 April 2017.
Information on With-Profits Fund smoothed returns for Income Choice Annuity customers.
All documents, forms and other literature for funds.
The changes made to the PruSelect fund range.
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.
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.
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.
All document and forms for products and funds.
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.
Information and resources for key products and more.
Resources to help you make the sale.
Articles on regulation, legislation and more.
Videos on regulation, legislation and more.
Webinars on regulation, legislation and more.
Find out how you can contact the technical team and view a summary of technical content.
Content on how to improve the performance of your business.
Downloadable guides on how to grow your business.
Support and services to grow your business.
A tool to help you identify client types in areas across the UK and guidance to take the next steps.
Solve common client financial issues with insights from in-depth case studies.
Identify advice opportunities and have more productive conversations with clients on key topics.
View a summary of business development tools, guides and content.
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.
Accredited business guides 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.
Read Oracle Technical and Oracle Quarterly for insights into the world of financial planning regulation, legislation and business development.
Information and guidance to help you understand key issues, give better advice and meet your professional development and business goals.
View all articles, videos and recorded webinars by our technical and business experts.
Find all documents about our products and funds, including application forms, sales aids and guides.
Read the latest and past issues of Oracle Technical and Oracle Quarterly for insights into the world of financial planning regulation, legislation and business development.
Check facts and get up to date on legislative and regulatory changes on subjects ranging from pensions to tax and estate planning.
Get practical support to help grow your business.
Explore CPD-accredited learning resources and record your achievements.
Our hub for paraplanners brings together lots of useful tools and resources into one place. It’s a launchpad to get tasks done.
We bring financial planning scenarios to life through detailed case studies to help you solve common client issues.
Read our latest articles on technical and business development topics.
Watch the latest Knowledge TV videos presented by our technical and business experts.
Watch or sign up for the latest Oracle Live webinars presented by our technical and business experts.
Specialist back up for my clients' tax year end needs.