Back office system integrations

You can get real-time data linked with your own back office systems (client management systems) for a number of our services.

The services we offer

The services we can provide through available back office systems are:

  • Valuations for pensions and retirement products: we can only offer access to Retirement Account valuations on some of the back office systems we support. We don’t currently support valuations for life products (endowments) or retirement annuity contracts, as well as a small number of bond and pension policies.
  • Adviser commission statements: we offer electronic data interchange (EDI) of adviser commission statements through some back office systems.

Back office systems and services supported

We can integrate with a number of industry standard back office systems. The services available depend on the system you use.  

Intelliflo Intelligent Office

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements

For support, call Intelliflo Intelligent Office on 0330 102 8400 or visit the website.

IRESS Adviser Office

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements

For support, call 0345 068 3000, or visit the website.

IRESS Exweb Gold

  • Valuations for pensions and investments products (including Retirement Account)

For support, call 0345 068 3000, or visit the website.

IRESS Officeweb

  • Valuations for pensions and investments products (including Retirement Account)

For support, call 0345 068 3000, or visit the website.

IRESS XPLAN

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements

For support, call 0345 068 3000, or visit the website.

Enable - Creative Technologies

  • Valuations for pensions and investments products (including Retirement Account)

For support, call 01403 334488 or visit the website.

True Potential

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements

For support, call 0191 242 4876 or visit the website.

SSP Swift

  • Valuations for pensions and investments products (excluding Retirement Account)
  • Adviser commission statements

For support, call 0121 779 8321 or visit the website

Dynamic Planner - Distribution Technology 

  • Valuations for pensions and investments products (excluding Retirement Account) 

For support, call 0333 6000 500 or visit the website

Plum Software - Praemium 

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements 

For support, call 024 7622 8888 or visit the website

Assyst 

  • Valuations for pensions and investments products (including Retirement Account) 

For support, call 0131 220 4748 or visit the website

Quay Software 

  • Valuations for pensions and investments products (excluding Retirement Account) 

For support, call 0800 028 0033 (option 1) or visit the website

Bluecoat Software 

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements 

For support, call 0845 226 0720 or visit the website

Focus 360

  • Valuations for pensions and investments products (excluding Retirement Account) 

For support, call 01926 468 500 or visit the website

JCS 

  • Valuations for pensions and investments products (including Retirement Account)
  • Adviser commission statements 

For support, contact 03450 049 599 (option 1) or visit the website

Durell Software

  • Valuations for pensions and investments products (excluding Retirement Account)

For support, call 01823 326324 or visit the website

 

Contact the PruAdviser Helpdesk

The PruAdviser Helpdesk can help with queries such as clarifying the format of any specific policy numbers and the linking in of your office postcodes if you have multiple offices that the policies are registered to.

Call 0808 234 5200

Email pruadviser.helpdesk@prudential.co.uk

Prudential advocate strong security and privacy principles. Please do not send any personal or confidential information through email.

How to make sure the data is correct

You should make sure that the valuation data you hold is up-to-date, accurate and in the right format. This will help reduce any errors and speed up the online processing of business.

Please ensure:

  • You are the servicing adviser on the policy
  • You have a valid Unipass certificate
  • The FCA number and branch postcode held in your Unipass certificate match the servicing adviser details for the policy
  • The policy number is shown in the correct format (see section below)
  • The policy is still in force

If the contract enquiry message “fails”, you will see a message that clarifies the reason for this. The PruAdviser Helpdesk can help to identify the cause of any failed valuations and can help to solve the problem.

Set up integrations using the right format

When you set up the integration between your back office system and our services, you will need to provide reference numbers. It’s important that the reference numbers are in the right format.

Here’s a guide to the format you should use:

Product

Reference number format

Retirement Account

 Submitted business (account level):
  • RET999999

Submitted business (sub-account level):

  • ET999999A99 for savings
  • RET999999D99 for income

Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential)

 XXX(AtoZ)(AtoZ)XXX
For example: 123AA456

Personal pensions

 50000000 to 51999999
For example: 50123456
Investment bonds, including:
  • Prudence With Profits Bonds
  • Flexible Investment Plan
  • Personal Investment PlanP
  • ruFund Investment plan

XXXXXX(AtoZ)
For example: 123456T

Note: any segmentation information should be removed.

123456T000-019 should have the 000-019 stripped out and only display the 123456T.

Investment and pension products originally sold through Scottish Amicable Life PLC before October 1997 (now Prudential)

 OXXXXXXX
For example: O1234567

Investment or pension products originally sold through M&G (now Prudential)

 (MorG)XXX(AtoZ)XXX
For example: M123G456

Prudential international policies

 E2XXXXXX(AorB)
For example: E2123456A
Or
(UorS)XXXXXXB
For example: U123456B

Flexible Retirement Plans

 (AtoZ)XXX(AtoZ)XXX
For example: A123A123

Note: the first character will not be M or G.

 

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