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.
  • Valuations for the Prudential ISA:  intelliflo users can access bulk valuations through the ‘Link Group Bulk Valuation' app  - this is available to download from the from the intelliflo store.
  • 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.  

If you require support please contact your back office system provider. 

Intelliflo Intelligent Office

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account  ✓ ✓

IRESS Adviser Office

Contract enquiry Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✓ ✗

IRESS Exweb Gold

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✗ ✗

IRESS Officeweb

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✗ ✗

IRESS XPLAN

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✗ ✗

Enable - Creative Technologies

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✗ ✗

True Potential

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✓ ✗

SSP Swift

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions* & investments ✓ ✗

Dynamic Planner - Distribution Technology 

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions* & investments  ✗ ✗

Plum Software - Praemium 

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✓ ✓

Assyst

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✗ ✗

Quay Software

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions* & investments ✗ ✗

Bluecoat Software

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✓ ✓

Focus 360

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions* & investments ✗ ✗

JCS

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions, investments & Retirement Account ✓ ✗

Durell Software

Contract enquiry  Adviser commission Statements Bulk Valuations
Pensions* & investments ✗ ✗

*Excludes valuations for Retirement Account

Origo Integration Hub

A number of software suppliers integrate with Prudential via the Origo Integration hub to obtain valuations for pensions and investment products. For support, please contact your relevant software supplier.

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 for contract enquiry..

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.

 

"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.